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Invesco S&P 500 Equal Weight Health Care ETF

194 hedge funds and large institutions have $442M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+10
Holders Change %
+5.43%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
33
Increased
50
Reduced
70
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$115K -$864 -29 -0.7%
AF
152
Advisornet Financial
Minnesota
$109K
VNA
153
Valley National Advisers
Pennsylvania
$89K
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$83.7K -$23.9K -804 -22%
ACA
155
Aptus Capital Advisors
Alabama
$74.1K +$119 +4 +0.2%
AF
156
Allworth Financial
California
$67.9K
NS
157
NBC Securities
Alabama
$62K
SIC
158
SJS Investment Consulting
Ohio
$60.7K +$60.7K +2,037 New
CPG
159
Custom Portfolio Group
Colorado
$45.3K +$45.3K +1,520 New
S
160
SignatureFD
Georgia
$42.6K
HCM
161
Hollencrest Capital Management
California
$42.3K
CT
162
Clearstead Trust
Maine
$37.2K -$41.1K -1,380 -52%
GWM
163
Guardian Wealth Management
Illinois
$33.7K +$30 +1 +0.1%
GWSG
164
GPS Wealth Strategies Group
Colorado
$31K
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$30.6K +$60 +2 +0.2%
TF
166
Tompkins Financial
New York
$29.8K
IGWM
167
ICA Group Wealth Management
Colorado
$29.8K +$29.8K +1,000 New
SA
168
Scarborough Advisors
Maryland
$28.8K +$28.8K +969 New
US Bancorp
169
US Bancorp
Minnesota
$27.4K
Franklin Resources
170
Franklin Resources
California
$26.8K
BCM
171
Bourgeon Capital Management
Connecticut
$20.8K
RIL
172
Rothschild Investment LLC
Illinois
$20.8K +$20.8K +700 New
PCFFS
173
Pacific Center for Financial Services
California
$20.7K +$30 +1 +0.1%
LFA
174
LGT Financial Advisors
Texas
$18.7K +$18.7K +627 New
FRA
175
Front Row Advisors
California
$16.4K