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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 %
POIA
176
Pin Oak Investment Advisors
Texas
$15K
CIAS
177
Capital Investment Advisory Services
North Carolina
$14.9K -$29.8K -1,000 -67%
NFA
178
Northwest Financial Advisors
Virginia
$14.2K +$14.2K +478 New
TAM
179
Townsend Asset Management
North Carolina
$13.8K +$30 +1 +0.2%
TVAMP
180
Tennessee Valley Asset Management Partners
Tennessee
$9.88K +$9.88K +332 New
GRP
181
Global Retirement Partners
California
$9.85K +$9.85K +329 New
LF
182
Lee Financial
Texas
$9.53K
VAMG
183
Voisard Asset Management Group
Michigan
$7.15K +$7.15K +240 New
BWM
184
BKM Wealth Management
Wisconsin
$6.55K +$6.55K +220 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$5.96K
PA
186
Parallel Advisors
California
$5.66K
HPC
187
HM Payson & Co
Maine
$3.87K +$3.87K +130 New
HR
188
Howe & Rusling
New York
$3.69K -$1.67K -56 -31%
AC
189
AlphaCore Capital
California
$3.48K +$3.48K +117 New
NSG
190
Nalls Sherbakoff Group
Tennessee
$3.12K +$3.12K +105 New
HGERS
191
Householder Group Estate & Retirement Specialist
Arizona
$3K
NFSG
192
Newbridge Financial Services Group
Florida
$2.98K
GI
193
Gradient Investments
Minnesota
$1.79K
DF
194
Dunhill Financial
United Kingdom
$1.02K +$1.02K +34 New
CIA
195
Cape Investment Advisory
Georgia
$298 +$298 +10 New
Citigroup
196
Citigroup
New York
$60 +$30 +1 +100%
WSTAM
197
Wilbanks Smith & Thomas Asset Management
Virginia
-$8.23M -300,259 Closed
Goldman Sachs
198
Goldman Sachs
New York
-$4.35M -158,652 Closed
DA
199
Detalus Advisors
Missouri
-$1.3M -47,530 Closed
MW
200
MBL Wealth
North Carolina
-$735K -26,833 Closed