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Invesco S&P SmallCap Health Care ETF

104 hedge funds and large institutions have $95.4M invested in Invesco S&P SmallCap Health Care ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 107104 (-3)

4.78% less ownership

Funds ownership: 74.95%70.17% (-4.8%)

21% less capital invested

Capital invested by funds: $120M → $95.4M (-$24.7M)

63% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 38

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
14
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Fermata Advisors
California
$995K +$242K +4,563 +33%
MML Investors Services
27
MML Investors Services
Massachusetts
$873K -$59.4K -1,119 -6%
CI
28
Ceera Investments
Texas
$840K +$18.8K +354 +2%
9WM
29
9258 Wealth Management
Ohio
$787K -$14K -264 -2%
SPC
30
Sigma Planning Corp
Michigan
$775K +$121K +2,277 +19%
Goldman Sachs
31
Goldman Sachs
New York
$764K
EH
32
Equitable Holdings
New York
$757K +$35.7K +672 +5%
CC
33
Cypress Capital
Tennessee
$736K
Baird Financial Group
34
Baird Financial Group
Wisconsin
$728K -$3.03K -57 -0.4%
NAM
35
NTV Asset Management
West Virginia
$616K
GIA
36
Gladstone Institutional Advisory
Florida
$486K +$481K +9,051 New
FFN
37
Focus Financial Network
Minnesota
$481K +$476K +8,970 New
TA
38
TrueWealth Advisors
Alabama
$453K
SWM
39
SeaCrest Wealth Management
New York
$431K -$55.1K -1,038 -11%
ST
40
Somerset Trust
Pennsylvania
$430K
IIL
41
Insight Inv LLC
California
$427K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$405K -$2.19M -41,235 -85%
AWCI
43
Alpine Woods Capital Investors
New York
$402K
SG
44
StoneX Group
New York
$388K -$36.5K -687 -9%
SAM
45
SP Asset Management
California
$366K
IWM
46
IHT Wealth Management
Illinois
$356K -$72.5K -1,365 -17%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$344K -$15.5K -291 -4%
CF
48
Centaurus Financial
California
$335K -$127K -2,388 -28%
Stifel Financial
49
Stifel Financial
Missouri
$312K -$25.6K -483 -8%
AWA
50
Acorn Wealth Advisors
Michigan
$292K -$22.8K -429 -7%

PSCH Hedge Fund Activity: Q1 2022 in Review

104 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2022, worth a combined $95.4M — down 21% from $120M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PSCH and 13 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 14 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.88M. The largest seller was Wells Fargo, cutting an estimated $5.18M.

  • 104 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2022, down from 107 in Q4 2021.
  • Funds reported $95.4M of Invesco S&P SmallCap Health Care ETF stock for Q1 2022, down 21% quarter-over-quarter.
  • 13 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2022 and 14 closed out, a net change of -1 holder.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2022 was Cambridge Investment Research Advisors, an estimated $3.88M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2022 was Wells Fargo, an estimated $5.18M sold.

Based on aggregated 13F filings for Q1 2022.