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Invesco S&P 500 Equal Weight Health Care ETF

190 hedge funds and large institutions have $442M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+11
Holders Change %
+6.15%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
49
Reduced
53
Closed
12
Calls
$288K
Puts
$87K
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
126
Western Wealth Management
Colorado
$211K -$231K -8,020 -52%
SPIA
127
Steward Partners Investment Advisory
New York
$211K
Cerity Partners
128
Cerity Partners
New York
$207K +$207K +7,190 New
William Blair & Company
129
William Blair & Company
Illinois
$202K -$28.8K -1,000 -13%
HI
130
Harbour Investments
Wisconsin
$191K +$8.37K +290 +5%
HWA
131
HHM Wealth Advisors
Tennessee
$178K
CHA
132
Carmichael Hill & Associates
Maryland
$175K
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$169K
HIA
134
Harbor Investment Advisory
Maryland
$156K
LB
135
Legacy Bridge
Iowa
$150K
BWL
136
Bogart Wealth LLC
Virginia
$148K
SWA
137
SOA Wealth Advisors
New York
$143K +$288 +10 +0.2%
PFBT
138
Parkside Financial Bank & Trust
Missouri
$142K
KM
139
Kalos Management
Georgia
$140K +$140K +4,850 New
AF
140
Advisornet Financial
Minnesota
$106K
Fidelity Investments
141
Fidelity Investments
Massachusetts
$100K +$865 +30 +0.9%
JGCM
142
Joseph Group Capital Management
Ohio
$91K
VNA
143
Valley National Advisers
Pennsylvania
$89K
CA
144
CoreCap Advisors
Michigan
$73.6K +$73.6K +2,550 New
RIA
145
Realta Investment Advisors
Delaware
$53.4K
FGAM
146
Financial Gravity Asset Management
Texas
$50.5K -$257K -14,690 -84%
JIR
147
James Investment Research
Ohio
$50K -$23.8K -820 -32%
CIAS
148
Capital Investment Advisory Services
North Carolina
$43.3K
TF
149
Tompkins Financial
New York
$43K
HCM
150
Hollencrest Capital Management
California
$41K +$41K +1,420 New