We are live on ! Find out more
PSCH icon

Invesco S&P SmallCap Health Care ETF
PSCH

79 hedge funds and large institutions have $37.4M invested in Invesco S&P SmallCap Health Care ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding

Funds holding: 79 → 79 (0)

0.17% less ownership

Funds ownership: 21.14% → 20.97% (-0.17%)

11% less capital invested

Capital invested by funds: $42M → $37.4M (-$4.61M)

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
+$443K
2
FTUS
Flow Traders U.S.
New York
+$401K
3
Wells Fargo
Wells Fargo
California
+$193K
4
Citadel Advisors
Citadel Advisors
Florida
+$136K
5
MCM
MAI Capital Management
Ohio
+$113K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$650K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$485K
3
Morgan Stanley
Morgan Stanley
New York
-$464K
4
CI
Ceera Investments
Texas
-$452K
5
MIG
McGuire Investment Group
Rhode Island
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$357K -$217K -4,765 -37%
NAM
27
NTV Asset Management
West Virginia
$355K – – –
ST
28
Somerset Trust
Pennsylvania
$345K – – –
AWCI
29
Alpine Woods Capital Investors
New York
$332K – – –
GIA
30
Gladstone Institutional Advisory
Florida
$306K +$80.2K +1,757 +34%
FFN
31
Focus Financial Network
Minnesota
$277K +$46 +1 +0%
SI
32
Sava Infond
Slovenia
$270K +$278K +6,100 New
ATPW
33
Ashton Thomas Private Wealth
Arizona
$252K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$243K +$21.3K +467 +9%
BPA
35
Beacon Pointe Advisors
California
$239K +$91 +2 +0%
SWM
36
SeaCrest Wealth Management
New York
$229K -$27.3K -599 -10%
HighTower Advisors
37
HighTower Advisors
Illinois
$224K +$46 +1 +0%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$217K +$46 +1 +0%
Creative Planning
39
Creative Planning
Kansas
$203K +$46 +1 +0%
WAG
40
Wiser Advisor Group
Arizona
$198K +$91 +2 +0%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$131K +$32.2K +705 New
SPIA
42
Steward Partners Investment Advisory
New York
$130K +$2.78K +61 +2%
MCM
43
MAI Capital Management
Ohio
$110K +$113K +2,475 New
KIG
44
Kessler Investment Group
Indiana
$105K -$56.8K -1,245 -35%
RFA
45
Register Financial Advisors
Georgia
$90.9K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$74.3K -$6.98K -153 -8%
FA
47
Fedenia Advisers
Wisconsin
$57.8K +$59.6K +1,305 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$54K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$53.8K +$685 +15 +1%
RAM
50
Riggs Asset Management
Pennsylvania
$50.6K – – –
1
2
3 4

PSCH Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2024, worth a combined $37.4M — down 11% from $42M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PSCH positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was WBI Investments, adding an estimated $443K. The largest seller was Virtu Financial, exiting entirely with an estimated $650K sold.

  • 79 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $37.4M of Invesco S&P SmallCap Health Care ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2024 and 9 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2024 was WBI Investments, an estimated $443K added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2024 was Virtu Financial, an estimated $650K sold.

Based on aggregated 13F filings for Q4 2024.