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Invesco S&P SmallCap Health Care ETF
PSCH

74 hedge funds and large institutions have $153M invested in Invesco S&P SmallCap Health Care ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

53% more capital invested

Capital invested by funds: $100M → $153M (+$52.9M)

18.63% more ownership

Funds ownership: 85.52% → 104.15% (+19%)

12% less funds holding

Funds holding: 84 → 74 (-10)

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
74
Holders Change
-10
Holders Change %
-11.9%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
17
Reduced
28
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$14.4M
2
JIP
Jaffetilchin Investment Partners
Florida
+$13.4M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$6.78M
4
MPM
Meritage Portfolio Management
Kansas
+$4.39M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.16M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$17.1M
2
Wells Fargo
Wells Fargo
California
-$2.43M
3
LPL Financial
LPL Financial
California
-$2.24M
4
RJA
Raymond James & Associates
Florida
-$1.31M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
X
26
Xponance
Pennsylvania
$1.05M +$311K +8,124 +46%
Ameriprise
27
Ameriprise
Minnesota
$890K -$494K -12,912 -37%
AWCI
28
Alpine Woods Capital Investors
New York
$787K – – –
9WM
29
9258 Wealth Management
Ohio
$683K -$38.2K -999 -6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$619K -$220K -5,757 -27%
MUAMU
31
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$606K -$230K -6,000 -29%
1IA
32
1834 Investment Advisors
Wisconsin
$524K -$202K -5,280 -29%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$510K -$7.92K -207 -2%
NAM
34
NTV Asset Management
West Virginia
$494K +$57.4K +1,500 +14%
EH
35
Equitable Holdings
New York
$483K -$8.04K -210 -2%
CAN
36
Cetera Advisor Networks
California
$482K -$90.3K -2,358 -16%
SPC
37
Sigma Planning Corp
Michigan
$446K +$20.8K +543 +5%
MML Investors Services
38
MML Investors Services
Massachusetts
$389K +$72.6K +1,896 +25%
ST
39
Somerset Trust
Pennsylvania
$366K -$498K -13,011 -59%
SEI Investments
40
SEI Investments
Pennsylvania
$363K – – –
CFG
41
Cooper Financial Group
California
$355K +$336K +8,787 New
FFN
42
Focus Financial Network
Minnesota
$315K – – –
SWM
43
SeaCrest Wealth Management
New York
$286K +$16.1K +420 +6%
Stifel Financial
44
Stifel Financial
Missouri
$241K -$1.38K -36 -0.6%
BPA
45
Beacon Pointe Advisors
California
$218K +$206K +5,391 New
EDRH
46
Edmond de Rothschild Holding
Switzerland
$198K -$212K -5,550 -53%
CF
47
Centaurus Financial
California
$160K +$152K +3,966 New
GWM
48
Geneos Wealth Management
Colorado
$142K -$2.07K -54 -1%
PAG
49
Private Advisor Group
New Jersey
$120K +$113K +2,964 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$90K +$34.5K +900 +68%
1
2
3 4

PSCH Hedge Fund Activity: Q2 2020 in Review

74 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q2 2020, worth a combined $153M — up 53% from $100M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PSCH and 8 opened new positions — a net loss of 9 holders — while 28 trimmed existing stakes and 17 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $14.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $17.1M.

  • 74 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q2 2020, down from 84 in Q1 2020.
  • Funds reported $153M of Invesco S&P SmallCap Health Care ETF stock for Q2 2020, up 53% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q2 2020 and 17 closed out, a net change of -9 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q2 2020 was Goldman Sachs, an estimated $14.4M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q2 2020 was Raymond James Financial Services Advisors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2020.