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Invesco S&P SmallCap Health Care ETF
PSCH

93 hedge funds and large institutions have $112M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

9% more funds holding

Funds holding: 85 → 93 (+8)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

15% less capital invested

Capital invested by funds: $132M → $112M (-$20.1M)

16.48% less ownership

Funds ownership: 82.24% → 65.76% (-16%)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
24
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.11M
2
CCP
Cardan Capital Partners
Colorado
+$2.52M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.17M
4
JWM
Jackson Wealth Management
Florida
+$2.12M
5
Wells Fargo
Wells Fargo
California
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$22.3M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
-$7.18M
3
Morgan Stanley
Morgan Stanley
New York
-$6.22M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.99M
5
FLAM
First Light Asset Management
Minnesota
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$948K +$220K +3,558 +30%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$944K -$1.79M -28,896 -65%
Goldman Sachs
28
Goldman Sachs
New York
$873K -$22.3M -360,000 -96%
SIM
29
Seaview Investment Managers
Florida
$853K +$861K +13,908 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$835K -$23.2K -375 -3%
CI
31
Ceera Investments
Texas
$788K +$796K +12,858 New
SAS
32
Stelac Advisory Services
New York
$750K +$397K +6,414 +110%
EH
33
Equitable Holdings
New York
$720K – – –
NAM
34
NTV Asset Management
West Virginia
$704K – – –
JIP
35
Jaffetilchin Investment Partners
Florida
$606K +$90.7K +1,464 +17%
SPIA
36
Steward Partners Investment Advisory
New York
$598K +$545K +8,796 +916%
ST
37
Somerset Trust
Pennsylvania
$556K +$23.2K +375 +4%
SPC
38
Sigma Planning Corp
Michigan
$554K -$88.8K -1,434 -14%
SWM
39
SeaCrest Wealth Management
New York
$491K +$19.3K +312 +4%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$476K +$60.8K +981 +14%
AWCI
41
Alpine Woods Capital Investors
New York
$460K – – –
TRCT
42
Tower Research Capital (TRC)
New York
$444K -$350K -5,658 -44%
HighTower Advisors
43
HighTower Advisors
Illinois
$443K +$445K +7,182 New
Stifel Financial
44
Stifel Financial
Missouri
$404K -$269K -4,338 -40%
TA
45
TrueWealth Advisors
Alabama
$403K -$3.72K -60 -0.9%
NFG
46
Next Financial Group
Texas
$397K +$118K +1,902 +42%
CF
47
Centaurus Financial
California
$390K -$307K -4,962 -44%
BPA
48
Beacon Pointe Advisors
California
$331K – – –
SWM
49
Spire Wealth Management
Virginia
$330K +$333K +5,373 New
Neuberger Berman Group
50
Neuberger Berman Group
New York
$327K – – –
1
2
3 4 5

PSCH Hedge Fund Activity: Q1 2021 in Review

93 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2021, worth a combined $112M — down 15% from $132M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSCH positions and 9 closed out — a net gain of 10 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.11M. The largest seller was Goldman Sachs, cutting an estimated $22.3M.

  • 93 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2021, up from 85 in Q4 2020.
  • Funds reported $112M of Invesco S&P SmallCap Health Care ETF stock for Q1 2021, down 15% quarter-over-quarter.
  • 19 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2021 and 9 closed out, a net change of +10 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2021 was LPL Financial, an estimated $4.11M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2021 was Goldman Sachs, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2021.