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Invesco S&P 500 Equal Weight Health Care ETF

190 hedge funds and large institutions have $437M invested in Invesco S&P 500 Equal Weight Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
57
Reduced
62
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$70.8M 2,226,891 -19,443 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$31.7M 997,221 -993,123 -50%
LPL Financial
3
LPL Financial
California
$24M 754,428 -84,110 -10%
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$22.1M 693,725 +12,145 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$19.7M 618,939 +98,505 +19%
Bank of America
6
Bank of America
North Carolina
$19.2M 603,148 +4,166 +0.7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16M 503,833 -20,825 -4%
PFM
8
Peak Financial Management
Massachusetts
$10.7M 336,864 -5,590 -2%
MCM
9
MAI Capital Management
Ohio
$10.6M 334,813 -703 -0.2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10.5M 329,125 +117,912 +56%
Wells Fargo
11
Wells Fargo
California
$9.78M 307,658 +13,470 +5%
WLPWM
12
Walled Lake Planning & Wealth Management
Illinois
$9.54M 299,943 +45,364 +18%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$9.14M 287,398 -30,461 -10%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$8.47M 266,503 -40,861 -13%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.55M 237,537 +5,728 +2%
Ameriprise
16
Ameriprise
Minnesota
$6.81M 214,056 -7,214 -3%
PAG
17
Private Advisor Group
New Jersey
$5.68M 178,772 +33,323 +23%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$5.32M 167,023 +155,057 +1,296%
PCH
19
PGIM Custom Harvest
New Jersey
$5.07M 159,335 -36,817 -19%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.9M 154,100 +4,915 +3%
Creative Planning
21
Creative Planning
Kansas
$4.77M 150,036 -45,587 -23%
FC
22
FCA Corp
Texas
$4.18M 131,604 +1,921 +1%
BFG
23
Berger Financial Group
Minnesota
$4.08M 128,316 +128,316 New
JPLA
24
Joseph P. Lucia & Associates
New York
$3.96M 124,465 +2,535 +2%
SAM
25
SignalPoint Asset Management
Missouri
$3.94M 123,929 -6,798 -5%