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Invesco S&P SmallCap Health Care ETF
PSCH

98 hedge funds and large institutions have $119M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% more ownership

Funds ownership: 70.57% → 73.08% (+2.5%)

5% less funds holding

Funds holding: 103 → 98 (-5)

6% less capital invested

Capital invested by funds: $127M → $119M (-$7.37M)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
25
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Ceera Investments
Texas
+$931K
2
CC
Cypress Capital
Tennessee
+$859K
3
TRCT
Tower Research Capital (TRC)
New York
+$839K
4
LPL Financial
LPL Financial
California
+$838K
5
Ameriprise
Ameriprise
Minnesota
+$732K

Top Sellers

Rank Fund Capital Flow
1
IA
Insight Advisors
Pennsylvania
-$2.48M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.46M
3
SIM
Seaview Investment Managers
Florida
-$1.27M
4
FI
Financial Insights
Washington
-$1.22M
5
Citadel Advisors
Citadel Advisors
Florida
-$627K
Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
26
9258 Wealth Management
Ohio
$909K -$28.4K -453 -3%
MML Investors Services
27
MML Investors Services
Massachusetts
$908K -$133K -2,127 -12%
CI
28
Ceera Investments
Texas
$905K +$931K +14,880 New
Goldman Sachs
29
Goldman Sachs
New York
$867K – – –
CC
30
Cypress Capital
Tennessee
$835K +$859K +13,725 New
Baird Financial Group
31
Baird Financial Group
Wisconsin
$829K +$9.39K +150 +1%
EH
32
Equitable Holdings
New York
$813K +$82.3K +1,314 +11%
SPC
33
Sigma Planning Corp
Michigan
$721K +$28.5K +456 +4%
NAM
34
NTV Asset Management
West Virginia
$698K – – –
SAS
35
Stelac Advisory Services
New York
$659K -$297K -4,737 -30%
Stifel Financial
36
Stifel Financial
Missouri
$607K +$212K +3,393 +52%
CF
37
Centaurus Financial
California
$558K +$9.95K +159 +2%
SWM
38
SeaCrest Wealth Management
New York
$552K -$18.8K -300 -3%
ST
39
Somerset Trust
Pennsylvania
$538K -$14.3K -228 -3%
JIP
40
Jaffetilchin Investment Partners
Florida
$523K -$555K -8,859 -51%
NFG
41
Next Financial Group
Texas
$479K +$72.7K +1,161 +17%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$465K -$8.07K -129 -2%
AWCI
43
Alpine Woods Capital Investors
New York
$456K – – –
SAM
44
SP Asset Management
California
$403K – – –
TA
45
TrueWealth Advisors
Alabama
$402K -$1.5K -24 -0.4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$381K -$1.46M -23,295 -79%
BPA
47
Beacon Pointe Advisors
California
$328K – – –
SAM
48
Seelaus Asset Management
New Jersey
$296K -$4.7K -75 -2%
SWM
49
Spire Wealth Management
Virginia
$295K – – –
IWM
50
IHT Wealth Management
Illinois
$281K +$289K +4,611 New
1
2
3 4 5

PSCH Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2021, worth a combined $119M — down 5.8% from $127M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PSCH and 8 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 25 added.

The largest buyer was Ceera Investments, opening a new position worth an estimated $931K. The largest seller was Insight Advisors, exiting entirely with an estimated $2.48M sold.

  • 98 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2021, down from 103 in Q2 2021.
  • Funds reported $119M of Invesco S&P SmallCap Health Care ETF stock for Q3 2021, down 5.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2021 was Ceera Investments, an estimated $931K added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2021 was Insight Advisors, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2021.