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Invesco S&P SmallCap Health Care ETF
PSCH

107 hedge funds and large institutions have $120M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

9% more funds holding

Funds holding: 98 → 107 (+9)

1.87% more ownership

Funds ownership: 73.08% → 74.95% (+1.9%)

1% more capital invested

Capital invested by funds: $119M → $120M (+$731K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

25% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 28

Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
21
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
Insight Advisors
Pennsylvania
+$2.58M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.55M
3
CAN
Cetera Advisor Networks
California
+$1.22M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.08M
5
LPL Financial
LPL Financial
California
+$867K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.87M
2
FTUS
Flow Traders U.S.
New York
-$1.59M
3
PA
PFG Advisors
Arizona
-$1.34M
4
Morgan Stanley
Morgan Stanley
New York
-$1.16M
5
AWA
Acorn Wealth Advisors
Michigan
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.04M +$148K +2,466 +17%
Kovitz Investment Group Partners
27
Kovitz Investment Group Partners
Illinois
$1.02M +$1.08M +18,030 New
CI
28
Ceera Investments
Texas
$917K +$25.6K +426 +3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$908K +$11.2K +186 +1%
9WM
30
9258 Wealth Management
Ohio
$895K – – –
Goldman Sachs
31
Goldman Sachs
New York
$853K – – –
FA
32
Fermata Advisors
California
$837K +$839K +13,980 New
CC
33
Cypress Capital
Tennessee
$822K – – –
Baird Financial Group
34
Baird Financial Group
Wisconsin
$816K – – –
EH
35
Equitable Holdings
New York
$805K +$4.5K +75 +0.6%
SPC
36
Sigma Planning Corp
Michigan
$728K +$18.7K +312 +3%
NAM
37
NTV Asset Management
West Virginia
$687K – – –
PA
38
PFG Advisors
Arizona
$594K -$1.34M -22,371 -69%
SWM
39
SeaCrest Wealth Management
New York
$543K – – –
CF
40
Centaurus Financial
California
$517K -$32.4K -540 -6%
ST
41
Somerset Trust
Pennsylvania
$480K -$49.5K -825 -9%
IWM
42
IHT Wealth Management
Illinois
$479K +$203K +3,390 +74%
IIL
43
Insight Inv LLC
California
$476K +$477K +7,950 New
SG
44
StoneX Group
New York
$475K +$476K +7,926 New
NFG
45
Next Financial Group
Texas
$464K -$7.2K -120 -2%
TA
46
TrueWealth Advisors
Alabama
$453K +$57.6K +960 +15%
AWCI
47
Alpine Woods Capital Investors
New York
$449K – – –
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$402K -$56K -933 -12%
Stifel Financial
49
Stifel Financial
Missouri
$377K -$221K -3,690 -37%
SAM
50
SP Asset Management
California
$357K – – –
1
2
3 4 5

PSCH Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2021, worth a combined $120M — up 0.61% from $119M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSCH positions and 8 closed out — a net gain of 12 holders — while 21 added to existing stakes and 28 trimmed.

The largest buyer was Insight Advisors, opening a new position worth an estimated $2.58M. The largest seller was Osaic Holdings, cutting an estimated $1.87M.

  • 107 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2021, up from 98 in Q3 2021.
  • Funds reported $120M of Invesco S&P SmallCap Health Care ETF stock for Q4 2021, up 0.61% quarter-over-quarter.
  • 20 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2021 and 8 closed out, a net change of +12 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2021 was Insight Advisors, an estimated $2.58M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2021 was Osaic Holdings, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2021.