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Invesco S&P SmallCap Health Care ETF
PSCH

90 hedge funds and large institutions have $168M invested in Invesco S&P SmallCap Health Care ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

41% more capital invested

Capital invested by funds: $119M → $168M (+$49.2M)

26.44% more ownership

Funds ownership: 77.5% → 103.94% (+26%)

3% more funds holding

Funds holding: 87 → 90 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
17
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$31.2M
2
MPM
Meritage Portfolio Management
Kansas
+$9.91M
3
RAM
Riggs Asset Management
Pennsylvania
+$6.27M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.76M
5
BCM
Barometer Capital Management
Ontario, Canada
+$972K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$4.77M
2
Jane Street
Jane Street
New York
-$2.32M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.9M
4
Morgan Stanley
Morgan Stanley
New York
-$1.46M
5
Goldman Sachs
Goldman Sachs
New York
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Barometer Capital Management
Ontario, Canada
$1.03M +$972K +24,000 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.03M -$118K -2,916 -11%
AWCI
28
Alpine Woods Capital Investors
New York
$840K – – –
9WM
29
9258 Wealth Management
Ohio
$792K – – –
AG
30
Advisor Group
Arizona
$787K -$246K -6,081 -25%
X
31
Xponance
Pennsylvania
$768K – – –
Brown Advisory
32
Brown Advisory
Maryland
$735K – – –
Stifel Financial
33
Stifel Financial
Missouri
$718K +$437K +10,785 +180%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$592K +$17K +420 +3%
NFG
35
Next Financial Group
Texas
$589K -$43.5K -1,074 -7%
NAM
36
NTV Asset Management
West Virginia
$556K – – –
AI
37
Atria Investments
North Carolina
$540K +$230K +5,679 +83%
CMANY
38
Capital Management Associates (New York)
New York
$530K – – –
CF
39
Centaurus Financial
California
$464K +$23.2K +573 +6%
SPC
40
Sigma Planning Corp
Michigan
$447K -$622K -15,360 -60%
MML Investors Services
41
MML Investors Services
Massachusetts
$440K -$72.8K -1,797 -15%
1IA
42
1834 Investment Advisors
Wisconsin
$422K +$392K +9,681 +8,068%
LFS
43
Legacy Financial Strategies
Kansas
$394K +$371K +9,150 New
SEI Investments
44
SEI Investments
Pennsylvania
$388K – – –
FFN
45
Focus Financial Network
Minnesota
$337K +$30.2K +747 +11%
CAN
46
Cetera Advisor Networks
California
$307K +$289K +7,131 New
AAS
47
Avantax Advisory Services
Texas
$293K +$51.9K +1,281 +24%
SWM
48
SeaCrest Wealth Management
New York
$287K +$11.3K +279 +4%
EDRH
49
Edmond de Rothschild Holding
Switzerland
$277K -$511K -12,630 -66%
BCA
50
Bay Colony Advisors
Massachusetts
$268K -$21.9K -540 -8%
1
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PSCH Hedge Fund Activity: Q4 2019 in Review

90 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2019, worth a combined $168M — up 41% from $119M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSCH positions and 12 closed out — a net gain of 6 holders — while 17 added to existing stakes and 28 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $31.2M. The largest seller was Tower Research Capital (TRC), cutting an estimated $4.77M.

  • 90 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2019, up from 87 in Q3 2019.
  • Funds reported $168M of Invesco S&P SmallCap Health Care ETF stock for Q4 2019, up 41% quarter-over-quarter.
  • 18 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2019 and 12 closed out, a net change of +6 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $31.2M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2019 was Tower Research Capital (TRC), an estimated $4.77M sold.

Based on aggregated 13F filings for Q4 2019.