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Invesco S&P SmallCap Health Care ETF

79 hedge funds and large institutions have $42M invested in Invesco S&P SmallCap Health Care ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 7979 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

4% less capital invested

Capital invested by funds: $43.7M → $42M (-$1.65M)

1.12% less ownership

Funds ownership: 22.26%21.14% (-1.1%)

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
Ceera Investments
Texas
$452K -$51.6K -1,140 -10%
MHFA
27
Mission Hills Financial Advisory
California
$424K +$407K +8,980 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$381K +$6.16K +136 +2%
NAM
29
NTV Asset Management
West Virginia
$370K -$27.2K -600 -7%
AWCI
30
Alpine Woods Capital Investors
New York
$367K
ST
31
Somerset Trust
Pennsylvania
$360K
FFN
32
Focus Financial Network
Minnesota
$289K
SWM
33
SeaCrest Wealth Management
New York
$266K
ATPW
34
Ashton Thomas Private Wealth
Arizona
$263K
RJA
35
Raymond James & Associates
Florida
$262K +$3.08K +68 +1%
BPA
36
Beacon Pointe Advisors
California
$249K
GIA
37
Gladstone Institutional Advisory
Florida
$238K +$15.6K +345 +7%
HighTower Advisors
38
HighTower Advisors
Illinois
$234K -$9.69K -214 -4%
Osaic Holdings
39
Osaic Holdings
Arizona
$232K -$102K -2,262 -31%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$226K
Creative Planning
41
Creative Planning
Kansas
$211K -$75.5K -1,668 -27%
VFA
42
Valeo Financial Advisors
Indiana
$208K +$204K +4,500 New
WAG
43
Wiser Advisor Group
Arizona
$206K -$45 -1 -0%
KIG
44
Kessler Investment Group
Indiana
$167K +$152K +3,353 +1,320%
SPIA
45
Steward Partners Investment Advisory
New York
$133K
RFA
46
Register Financial Advisors
Georgia
$94.7K
DI
47
DAGCO Inc
Ohio
$90K
JP Morgan Chase
48
JP Morgan Chase
New York
$84.5K -$167K -3,693 -67%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$57K +$4.53K +100 +9%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$55.3K +$4.89K +108 +10%

PSCH Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2024, worth a combined $42M — down 3.8% from $43.7M a quarter earlier.

Fund positioning in PSCH was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 13 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $862K. The largest seller was LPL Financial, cutting an estimated $2.39M.

  • 79 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $42M of Invesco S&P SmallCap Health Care ETF stock for Q3 2024, down 3.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2024 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $862K added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2024 was LPL Financial, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2024.