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Invesco S&P 500 Equal Weight Health Care ETF

37 hedge funds and large institutions have $52.4M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14M 126,555 +24,876 +24%
Goldman Sachs
2
Goldman Sachs
New York
$5.52M 50,000
LPT
3
Legacy Private Trust
Wisconsin
$4.31M 38,993 -10,715 -22%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.53M 31,928 -6,453 -17%
CCT
5
Country Club Trust
Missouri
$2.92M 26,435 -810 -3%
FC
6
FCA Corp
Texas
$2.78M 25,189 +99 +0.4%
VCAM
7
Valentine Capital Asset Management
California
$2.61M 23,615 +175 +0.7%
Wells Fargo
8
Wells Fargo
California
$2.45M 22,225 +2,080 +10%
LPL Financial
9
LPL Financial
California
$2.39M 21,630 +562 +3%
PMG
10
ProVise Management Group
Florida
$1.55M 14,044 +5,635 +67%
CFA
11
Cahill Financial Advisors
Minnesota
$1.19M 10,812 +10,812 New
AHS
12
Aspiriant Holdings S3
California
$1.13M 10,250 -230 -2%
SG
13
Somerset Group
Minnesota
$912K 8,261 +3,988 +93%
GGPS
14
Gary Goldberg Planning Services
New York
$908K 8,220 -440 -5%
HR
15
Howe & Rusling
New York
$859K 7,775 +1,745 +29%
Morgan Stanley
16
Morgan Stanley
New York
$838K 7,583 +1,464 +24%
HFM
17
Hartford Financial Management
Connecticut
$826K 7,486 +200 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$796K 7,208 +2,813 +64%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$636K 5,763 +57 +1%
CS
20
Credit Suisse
Switzerland
$476K 4,307 +4,307 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$354K 3,204 +3,204 New
HighTower Advisors
22
HighTower Advisors
Illinois
$295K 2,672 +2,672 New
Bank of America
23
Bank of America
North Carolina
$227K 2,054 +500 +32%
CWM
24
Concert Wealth Management
California
$227K 2,045 +2,045 New
U
25
UBS
Switzerland
$199K 1,798 -1,570 -47%