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Invesco S&P SmallCap Health Care ETF
PSCH

75 hedge funds and large institutions have $114M invested in Invesco S&P SmallCap Health Care ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 74 → 75 (+1)

15.72% less ownership

Funds ownership: 104.15% → 88.43% (-16%)

26% less capital invested

Capital invested by funds: $153M → $114M (-$39.7M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

52% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 29

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
14
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IRC
Investors Research Corp
Georgia
+$7.96M
2
Morgan Stanley
Morgan Stanley
New York
+$6.31M
3
FTUS
Flow Traders U.S.
New York
+$1.7M
4
MIG
McGuire Investment Group
Rhode Island
+$1.65M
5
ST
Spinnaker Trust
Maine
+$858K

Top Sellers

Rank Fund Capital Flow
1
JIP
Jaffetilchin Investment Partners
Florida
-$14.7M
2
MPM
Meritage Portfolio Management
Kansas
-$14.6M
3
RAM
Riggs Asset Management
Pennsylvania
-$5.34M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.34M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$863K -$4.34M -101,418 -84%
AWCI
27
Alpine Woods Capital Investors
New York
$859K – – –
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$806K -$646K -15,090 -45%
1IA
29
1834 Investment Advisors
Wisconsin
$758K +$182K +4,251 +33%
9WM
30
9258 Wealth Management
Ohio
$751K -$2.7K -63 -0.4%
EH
31
Equitable Holdings
New York
$685K +$153K +3,585 +30%
MUAMU
32
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$661K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$614K -$58.9K -1,377 -9%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$557K – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$531K +$104K +2,427 +25%
SPC
36
Sigma Planning Corp
Michigan
$509K +$21.8K +510 +5%
NAM
37
NTV Asset Management
West Virginia
$505K -$32.1K -750 -6%
ST
38
Somerset Trust
Pennsylvania
$399K – – –
CF
39
Centaurus Financial
California
$334K +$155K +3,621 +91%
Stifel Financial
40
Stifel Financial
Missouri
$319K +$54.4K +1,272 +21%
JIP
41
Jaffetilchin Investment Partners
Florida
$315K -$14.7M -342,489 -98%
FFN
42
Focus Financial Network
Minnesota
$301K -$41.7K -975 -12%
SWM
43
SeaCrest Wealth Management
New York
$296K -$16.1K -375 -5%
RAM
44
Riggs Asset Management
Pennsylvania
$276K -$5.34M -124,797 -95%
SAS
45
Stelac Advisory Services
New York
$256K +$249K +5,823 New
NFG
46
Next Financial Group
Texas
$239K +$232K +5,418 New
BPA
47
Beacon Pointe Advisors
California
$237K – – –
Neuberger Berman Group
48
Neuberger Berman Group
New York
$231K +$225K +5,250 New
EDRH
49
Edmond de Rothschild Holding
Switzerland
$217K – – –
SAM
50
Seelaus Asset Management
New Jersey
$217K +$211K +4,935 New
1
2
3 4

PSCH Hedge Fund Activity: Q3 2020 in Review

75 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2020, worth a combined $114M — down 26% from $153M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PSCH positions and 9 closed out — a net gain of 2 holders — while 14 added to existing stakes and 29 trimmed.

The largest buyer was Investors Research Corp, opening a new position worth an estimated $7.96M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $14.7M.

  • 75 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2020, up from 74 in Q2 2020.
  • Funds reported $114M of Invesco S&P SmallCap Health Care ETF stock for Q3 2020, down 26% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2020 and 9 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2020 was Investors Research Corp, an estimated $7.96M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2020 was Jaffetilchin Investment Partners, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.