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Invesco S&P SmallCap Health Care ETF
PSCH

85 hedge funds and large institutions have $132M invested in Invesco S&P SmallCap Health Care ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $114M → $132M (+$18.8M)

13% more funds holding

Funds holding: 75 → 85 (+10)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

6.19% less ownership

Funds ownership: 88.43% → 82.24% (-6.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
22
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.61M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.51M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.14M
4
AI
Atria Investments
North Carolina
+$1.02M
5
AA
Advisory Alpha
Michigan
+$639K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.88M
2
Morgan Stanley
Morgan Stanley
New York
-$1.95M
3
TRCT
Tower Research Capital (TRC)
New York
-$1.84M
4
RJA
Raymond James & Associates
Florida
-$1.81M
5
FTUS
Flow Traders U.S.
New York
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
26
9258 Wealth Management
Ohio
$895K -$52.7K -1,056 -6%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$793K +$67.3K +1,350 +11%
TRCT
28
Tower Research Capital (TRC)
New York
$731K -$1.84M -36,888 -74%
AA
29
Advisory Alpha
Michigan
$725K +$639K +12,810 New
MML Investors Services
30
MML Investors Services
Massachusetts
$674K -$7.48K -150 -1%
EH
31
Equitable Holdings
New York
$665K -$191K -3,825 -25%
NAM
32
NTV Asset Management
West Virginia
$650K – – –
CF
33
Centaurus Financial
California
$641K +$186K +3,738 +49%
AWA
34
Acorn Wealth Advisors
Michigan
$638K +$562K +11,262 New
Stifel Financial
35
Stifel Financial
Missouri
$618K +$184K +3,687 +51%
SPC
36
Sigma Planning Corp
Michigan
$593K -$54.3K -1,089 -9%
ST
37
Somerset Trust
Pennsylvania
$492K -$18.7K -375 -4%
JIP
38
Jaffetilchin Investment Partners
Florida
$477K +$45.2K +906 +12%
SWM
39
SeaCrest Wealth Management
New York
$435K +$48.6K +975 +15%
AWCI
40
Alpine Woods Capital Investors
New York
$425K -$598K -12,000 -62%
FFN
41
Focus Financial Network
Minnesota
$425K +$32.8K +657 +10%
TA
42
TrueWealth Advisors
Alabama
$402K +$335K +6,726 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$384K +$339K +6,789 New
SAS
44
Stelac Advisory Services
New York
$329K – – –
BPA
45
Beacon Pointe Advisors
California
$305K – – –
Neuberger Berman Group
46
Neuberger Berman Group
New York
$302K +$4.49K +90 +2%
GWM
47
Geneos Wealth Management
Colorado
$290K +$148K +2,967 +168%
DAS
48
Dynamic Advisor Solutions
Arizona
$280K +$247K +4,944 New
SAM
49
Seelaus Asset Management
New Jersey
$279K – – –
EDRH
50
Edmond de Rothschild Holding
Switzerland
$278K – – –
1
2
3 4

PSCH Hedge Fund Activity: Q4 2020 in Review

85 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2020, worth a combined $132M — up 17% from $114M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSCH positions and 7 closed out — a net gain of 11 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.61M. The largest seller was Susquehanna International Group, cutting an estimated $5.88M.

  • 85 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2020, up from 75 in Q3 2020.
  • Funds reported $132M of Invesco S&P SmallCap Health Care ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 18 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2020 and 7 closed out, a net change of +11 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2020 was LPL Financial, an estimated $1.61M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2020 was Susquehanna International Group, an estimated $5.88M sold.

Based on aggregated 13F filings for Q4 2020.