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Invesco S&P SmallCap Health Care ETF
PSCH

81 hedge funds and large institutions have $52.9M invested in Invesco S&P SmallCap Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

4% more funds holding

Funds holding: 78 → 81 (+3)

0.24% more ownership

Funds ownership: 23.9% → 24.14% (+0.24%)

2% less capital invested

Capital invested by funds: $53.9M → $52.9M (-$929K)

60% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
12
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.47M
2
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$1.51M
3
Morgan Stanley
Morgan Stanley
New York
+$1.18M
4
CCFM
Clear Creek Financial Management
Washington
+$835K
5
IWM
IHT Wealth Management
Illinois
+$526K

Top Sellers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
-$4.56M
2
GIA
Gladstone Institutional Advisory
Florida
-$707K
3
OWA
Octavia Wealth Advisors
Ohio
-$671K
4
VF
Virtu Financial
New York
-$627K
5
JP Morgan Chase
JP Morgan Chase
New York
-$615K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$542K +$526K +12,388 New
Baird Financial Group
27
Baird Financial Group
Wisconsin
$534K -$2K -47 -0.4%
CI
28
Ceera Investments
Texas
$505K -$247K -5,808 -33%
CAN
29
Cetera Advisor Networks
California
$471K -$27.6K -650 -6%
Jane Street
30
Jane Street
New York
$405K +$393K +9,249 New
NAM
31
NTV Asset Management
West Virginia
$400K -$63.7K -1,500 -14%
ES
32
Eagle Strategies
New York
$378K +$367K +8,647 New
VF
33
Virtu Financial
New York
$357K -$627K -14,758 -64%
ST
34
Somerset Trust
Pennsylvania
$341K -$9.3K -219 -3%
MML Investors Services
35
MML Investors Services
Massachusetts
$328K -$229K -5,391 -42%
EH
36
Equitable Holdings
New York
$322K -$65.1K -1,534 -17%
AWCI
37
Alpine Woods Capital Investors
New York
$308K – – –
SWM
38
SeaCrest Wealth Management
New York
$279K -$3.48K -82 -1%
Creative Planning
39
Creative Planning
Kansas
$272K – – –
FFN
40
Focus Financial Network
Minnesota
$260K -$16.6K -390 -6%
RJA
41
Raymond James & Associates
Florida
$259K -$17.8K -419 -7%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$249K +$242K +5,700 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$243K -$26.6K -627 -10%
BPA
44
Beacon Pointe Advisors
California
$236K +$170 +4 +0.1%
WAG
45
Wiser Advisor Group
Arizona
$196K -$1.19K -28 -0.6%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$140K +$5.69K +134 +4%
SPIA
47
Steward Partners Investment Advisory
New York
$126K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$112K -$12.6K -297 -10%
RFA
49
Register Financial Advisors
Georgia
$89.8K +$382 +9 +0.4%
RCM
50
Richardson Capital Management
Wisconsin
$83.8K +$81.4K +1,917 New
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PSCH Hedge Fund Activity: Q1 2024 in Review

81 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2024, worth a combined $52.9M — down 1.7% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSCH positions and 11 closed out — a net gain of 3 holders — while 12 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.47M. The largest seller was WBI Investments, cutting an estimated $4.56M.

  • 81 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2024, up from 78 in Q4 2023.
  • Funds reported $52.9M of Invesco S&P SmallCap Health Care ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2024 and 11 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2024 was LPL Financial, an estimated $2.47M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2024 was WBI Investments, an estimated $4.56M sold.

Based on aggregated 13F filings for Q1 2024.