Invesco S&P SmallCap Health Care ETF
PSCH
117 hedge funds and large institutions have $359M invested in Invesco S&P SmallCap Health Care ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 4 closing their positions.
900% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 4
153% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 15
66% more call options, than puts
Call options by funds: $1.85M | Put options by funds: $1.11M
53% more capital invested
Capital invested by funds: $235M → $359M (+$124M)
43% more funds holding
Funds holding: 82 → 117 (+35)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20.23% less ownership
Funds ownership: 98.58% → 78.36% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$12.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.78M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$8.08M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$7.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.93M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.61M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$2.15M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.31M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$867K |
PSCH Hedge Fund Activity: Q3 2018 in Review
117 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2018, worth a combined $359M — up 53% from $235M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new PSCH positions and 4 closed out — a net gain of 36 holders — while 38 added to existing stakes and 15 trimmed.
The largest buyer was Wells Fargo, adding an estimated $12.6M. The largest seller was Envestnet Asset Management, cutting an estimated $3.93M.
- 117 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2018, up from 82 in Q2 2018.
- Funds reported $359M of Invesco S&P SmallCap Health Care ETF stock for Q3 2018, up 53% quarter-over-quarter.
- 40 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2018 and 4 closed out, a net change of +36 holders.
- The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2018 was Wells Fargo, an estimated $12.6M added.
- The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $3.93M sold.
Based on aggregated 13F filings for Q3 2018.