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Invesco S&P 500 Equal Weight Health Care ETF

180 hedge funds and large institutions have $323M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

31% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 64

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$165K
GRP
127
Global Retirement Partners
California
$161K
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$160K
CI
129
CX Institutional
Indiana
$154K
NA
130
NewEdge Advisors
Louisiana
$149K
PFBT
131
Parkside Financial Bank & Trust
Missouri
$141K
SGFG
132
Silver Grove Financial Group
New York
$130K
IA
133
IFP Advisors
Florida
$126K
SWA
134
SOA Wealth Advisors
New York
$122K
AF
135
Advisornet Financial
Minnesota
$117K
JGCM
136
Joseph Group Capital Management
Ohio
$105K
VNA
137
Valley National Advisers
Pennsylvania
$96K
HI
138
Harbour Investments
Wisconsin
$86.9K
MA
139
Montag & Associates
Georgia
$77.5K
CA
140
CoreCap Advisors
Michigan
$49K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$49K
HCM
142
Hollencrest Capital Management
California
$45.2K
AP
143
Advisors Preferred
Maryland
$43.7K
AAP
144
Arax Advisory Partners
Colorado
$40.7K
CT
145
Clearstead Trust
Maine
$39.8K
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$35.4K
LC
147
Lavaca Capital
Texas
$35K
AssetMark Inc
148
AssetMark Inc
California
$34.4K
AC
149
AlphaCore Capital
California
$33.4K
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$33.1K