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Invesco S&P SmallCap Health Care ETF
PSCH

92 hedge funds and large institutions have $84.9M invested in Invesco S&P SmallCap Health Care ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $76.4M → $84.9M (+$8.51M)

7.1% more ownership

Funds ownership: 73.74% → 80.84% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 95 → 92 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

48% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 31

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
16
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$12.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.25M
3
TRCT
Tower Research Capital (TRC)
New York
+$938K
4
Ameriprise
Ameriprise
Minnesota
+$446K
5
Bank of America
Bank of America
North Carolina
+$338K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.01M
2
AI
Atria Investments
North Carolina
-$1.87M
3
LPL Financial
LPL Financial
California
-$1.41M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$672K
5
Jane Street
Jane Street
New York
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
26
Ceera Investments
Texas
$696K -$2.16K -48 -0.3%
SPC
27
Sigma Planning Corp
Michigan
$692K -$15.1K -336 -2%
Goldman Sachs
28
Goldman Sachs
New York
$691K +$94.5K +2,103 +15%
Citadel Advisors
29
Citadel Advisors
Florida
$675K -$112K -2,493 -14%
MML Investors Services
30
MML Investors Services
Massachusetts
$623K -$53.4K -1,188 -8%
CAN
31
Cetera Advisor Networks
California
$617K -$134K -2,982 -18%
EH
32
Equitable Holdings
New York
$616K -$13.5K -300 -2%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$566K – – –
NAM
34
NTV Asset Management
West Virginia
$505K – – –
IA
35
Insight Advisors
Pennsylvania
$500K -$53.9K -1,200 -10%
9WM
36
9258 Wealth Management
Ohio
$365K -$229K -5,097 -38%
ST
37
Somerset Trust
Pennsylvania
$353K – – –
IIL
38
Insight Inv LLC
California
$350K – – –
FFN
39
Focus Financial Network
Minnesota
$349K -$35.2K -783 -9%
TA
40
TrueWealth Advisors
Alabama
$336K -$135 -3 -0%
AWCI
41
Alpine Woods Capital Investors
New York
$330K – – –
SWM
42
SeaCrest Wealth Management
New York
$304K -$13.5K -300 -4%
SAM
43
SP Asset Management
California
$300K – – –
KAS
44
Kestra Advisory Services
Texas
$290K +$297K +6,600 New
IWM
45
IHT Wealth Management
Illinois
$290K -$6.74K -150 -2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$273K -$333K -7,407 -54%
AWS
47
Atria Wealth Solutions
New York
$249K +$539 +12 +0.2%
BPA
48
Beacon Pointe Advisors
California
$237K – – –
Stifel Financial
49
Stifel Financial
Missouri
$211K – – –
DAS
50
Dynamic Advisor Solutions
Arizona
$205K -$9.44K -210 -4%
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PSCH Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2022, worth a combined $84.9M — up 11% from $76.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PSCH and 9 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 16 added.

The largest buyer was Gradient Investments, adding an estimated $12.6M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.01M sold.

  • 92 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2022, down from 95 in Q3 2022.
  • Funds reported $84.9M of Invesco S&P SmallCap Health Care ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 9 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2022 and 10 closed out, a net change of -1 holder.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2022 was Gradient Investments, an estimated $12.6M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2022 was Flow Traders U.S., an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2022.