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Invesco S&P 500 Equal Weight Health Care ETF

164 hedge funds and large institutions have $323M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
2.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
12
Increased
38
Reduced
55
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
126
McCarthy Asset Management
California
$57K
JCM
127
Jacobi Capital Management
Pennsylvania
$56K
CA
128
Clearstead Advisors
Ohio
$54K
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$52K -$25.9K -890 -33%
MFT
130
Moisand Fitzgerald Tamayo
Florida
$50K +$50K +1,720 New
FA
131
Faithward Advisors
Pennsylvania
$47K
CIAS
132
Capital Investment Advisory Services
North Carolina
$44K
SL
133
Savior LLC
Massachusetts
$44K
GI
134
Gradient Investments
Minnesota
$42K -$3.52K -120 -8%
GT
135
Glenmede Trust
Pennsylvania
$36K -$64.8K -2,250 -64%
GWSG
136
GPS Wealth Strategies Group
Colorado
$35K
ACA
137
Aptus Capital Advisors
Alabama
$32K
PWA
138
Phoenix Wealth Advisors
North Carolina
$30K
BW
139
Bison Wealth
Georgia
$29K
KPCM
140
Kings Point Capital Management
New York
$29K
FBT
141
First Bank & Trust
South Dakota
$29K
AF
142
Affiance Financial
Minnesota
$28K
US Bancorp
143
US Bancorp
Minnesota
$27K
Citigroup
144
Citigroup
New York
$26K -$18.8K -650 -42%
Franklin Resources
145
Franklin Resources
California
$26K
PWMG
146
Prestige Wealth Management Group
New Jersey
$23K
BCM
147
Bourgeon Capital Management
Connecticut
$21K
PCFFS
148
Pacific Center for Financial Services
California
$20K
CWA
149
Carolina Wealth Advisors
South Carolina
$18K
FRA
150
Front Row Advisors
California
$17K