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Invesco S&P 500 Equal Weight Health Care ETF

180 hedge funds and large institutions have $398M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more funds holding

Funds holding: 173180 (+7)

1% more capital invested

Capital invested by funds: $394M → $398M (+$4.54M)

3.33% less ownership

Funds ownership: 403.72%400.39% (-3.3%)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
54
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$68.6M +$1.22M +40,100 +2%
Morgan Stanley
2
Morgan Stanley
New York
$24.1M -$2.53M -83,190 -10%
Bank of America
3
Bank of America
North Carolina
$18.7M +$1.72M +56,500 +11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.8M +$756K +24,830 +5%
LPL Financial
5
LPL Financial
California
$15.2M +$1.53M +50,130 +12%
PFM
6
Peak Financial Management
Massachusetts
$11.7M -$270K -8,870 -2%
MCM
7
MAI Capital Management
Ohio
$11.3M +$303K +9,970 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$11M -$223K -7,340 -2%
SAS
9
Stelac Advisory Services
New York
$9.73M
JP Morgan Chase
10
JP Morgan Chase
New York
$9.42M +$351K +11,520 +4%
Wells Fargo
11
Wells Fargo
California
$9.18M +$3.1M +101,990 +55%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.01M +$83.7K +2,750 +1%
Ameriprise
13
Ameriprise
Minnesota
$8.67M +$925K +30,390 +13%
RRWA
14
Rainey & Randall Wealth Advisors
Florida
$8.27M +$1.74M +57,320 +29%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.24M +$713K +23,420 +10%
BWM
16
BerganKDV Wealth Management
Minnesota
$7.47M -$38.4K -1,260 -0.5%
Prudential Financial
17
Prudential Financial
New Jersey
$7.29M +$6.93M +227,580 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.16M +$1.24M +40,690 +27%
LHEI
19
Leo H. Evart Inc
California
$5.33M +$5.06M +166,170 New
ML
20
McAdam LLC
Pennsylvania
$4.85M -$65.4K -2,150 -1%
UBS Group
21
UBS Group
Switzerland
$4.55M +$1.16M +38,130 +37%
SA
22
SFI Advisors
New Jersey
$4.06M +$3.94M +129,510 New
Stifel Financial
23
Stifel Financial
Missouri
$3.98M +$10.7K +350 +0.3%
SAM
24
SignalPoint Asset Management
Missouri
$3.96M -$1.44M -47,170 -28%
JPLA
25
Joseph P. Lucia & Associates
New York
$3.96M -$23.7K -780 -0.6%