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Invesco S&P SmallCap Health Care ETF
PSCH

83 hedge funds and large institutions have $63.2M invested in Invesco S&P SmallCap Health Care ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 92 → 83 (-9)

14.2% less ownership

Funds ownership: 80.84% → 66.64% (-14%)

25% less capital invested

Capital invested by funds: $84.9M → $63.2M (-$21.6M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

57% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
83
Holders Change
-9
Holders Change %
-9.78%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
13
Reduced
30
Closed
15
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$1.12M

Top Buyers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
+$4.63M
2
LPL Financial
LPL Financial
California
+$961K
3
Citadel Advisors
Citadel Advisors
Florida
+$659K
4
Jane Street
Jane Street
New York
+$419K
5
AWS
Atria Wealth Solutions
New York
+$241K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$12.7M
2
Ameriprise
Ameriprise
Minnesota
-$2.94M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.13M
4
Morgan Stanley
Morgan Stanley
New York
-$739K
5
SPC
Sigma Planning Corp
Michigan
-$692K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$605K -$6.78K -150 -1%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$561K – – –
AWS
28
Atria Wealth Solutions
New York
$480K +$241K +5,328 +94%
NAM
29
NTV Asset Management
West Virginia
$475K -$27.1K -600 -5%
Jane Street
30
Jane Street
New York
$405K +$419K +9,276 New
IA
31
Insight Advisors
Pennsylvania
$363K -$139K -3,084 -27%
FFN
32
Focus Financial Network
Minnesota
$356K +$9.5K +210 +3%
ST
33
Somerset Trust
Pennsylvania
$350K – – –
GIA
34
Gladstone Institutional Advisory
Florida
$350K -$476K -10,530 -57%
AWCI
35
Alpine Woods Capital Investors
New York
$327K – – –
SWM
36
SeaCrest Wealth Management
New York
$301K – – –
IWM
37
IHT Wealth Management
Illinois
$288K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$266K -$4.75K -105 -2%
9WM
39
9258 Wealth Management
Ohio
$251K -$116K -2,556 -31%
AWA
40
Acorn Wealth Advisors
Michigan
$244K +$47.5K +1,050 +23%
BPA
41
Beacon Pointe Advisors
California
$235K – – –
Stifel Financial
42
Stifel Financial
Missouri
$214K +$4.48K +99 +2%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$210K +$217K +4,800 New
DAS
44
Dynamic Advisor Solutions
Arizona
$209K +$5.56K +123 +3%
SAM
45
Seelaus Asset Management
New Jersey
$200K +$203K +4,500 New
Bessemer Group
46
Bessemer Group
New Jersey
$137K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$127K -$61.6K -1,362 -32%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$120K -$30K -663 -19%
SPIA
49
Steward Partners Investment Advisory
New York
$105K -$2.71K -60 -2%
SWM
50
Spire Wealth Management
Virginia
$67.6K -$34.3K -759 -33%
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PSCH Hedge Fund Activity: Q1 2023 in Review

83 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2023, worth a combined $63.2M — down 25% from $84.9M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PSCH and 8 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 13 added.

The largest buyer was WBI Investments, adding an estimated $4.63M. The largest seller was Gradient Investments, cutting an estimated $12.7M.

  • 83 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2023, down from 92 in Q4 2022.
  • Funds reported $63.2M of Invesco S&P SmallCap Health Care ETF stock for Q1 2023, down 25% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2023 and 15 closed out, a net change of -7 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2023 was WBI Investments, an estimated $4.63M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2023 was Gradient Investments, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2023.