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Invesco S&P SmallCap Health Care ETF
PSCH

87 hedge funds and large institutions have $119M invested in Invesco S&P SmallCap Health Care ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.61% more ownership

Funds ownership: 73.88% → 77.5% (+3.6%)

0% more funds holding

Funds holding: 87 → 87 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

9% less capital invested

Capital invested by funds: $131M → $119M (-$11.9M)

37% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 30

Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
19
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$13.9M
2
TRCT
Tower Research Capital (TRC)
New York
+$725K
3
WSC
Wellington Shields & Co
New York
+$476K
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$376K
5
VF
Virtu Financial
New York
+$376K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.71M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.16M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.96M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
5
Ameriprise
Ameriprise
Minnesota
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
SeaCrest Wealth Management
New York
$242K +$29.1K +753 +13%
FAAS
52
First Allied Advisory Services
California
$234K +$17.8K +459 +8%
Stifel Financial
53
Stifel Financial
Missouri
$227K -$20.2K -522 -8%
UCFA
54
United Capital Financial Advisors
Texas
$207K -$73.2K -1,890 -26%
AAS
55
Avantax Advisory Services
Texas
$206K +$211K +5,442 New
LWAC
56
Laurel Wealth Advisors (California)
California
$202K – – –
GWM
57
Geneos Wealth Management
Colorado
$134K +$6.27K +162 +5%
GWA
58
Guidant Wealth Advisors
Illinois
$67K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$60K – – –
IA
60
IFP Advisors
Florida
$60K +$62.1K +1,605 New
RIA
61
Realta Investment Advisors
Delaware
$58K -$26.1K -675 -30%
OIA
62
Optimum Investment Advisors
Illinois
$56K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$47K -$112K -2,904 -70%
FPFS
64
First Personal Financial Services
North Carolina
$38K – – –
SFSIG
65
San Francisco Sentry Investment Group
California
$34K – – –
BWL
66
Bogart Wealth LLC
Virginia
$30K – – –
WEC
67
Winslow Evans & Crocker
Massachusetts
$30K – – –
CAC
68
Certified Advisory Corp
Florida
$30K +$9.17K +237 +43%
William Blair & Company
69
William Blair & Company
Illinois
$29K – – –
PCG
70
Private Capital Group
Connecticut
$28K +$28.4K +735 New
BFEC
71
Benjamin F. Edwards & Company
Missouri
$26K – – –
PMFA
72
Plante Moran Financial Advisors
Michigan
$26K +$26.9K +696 New
AIC
73
Ameritas Investment Company
Nebraska
$23K +$23.2K +600 New
US Bancorp
74
US Bancorp
Minnesota
$20K – – –
TWA
75
TCI Wealth Advisors
Arizona
$18K +$1.86K +48 +11%
1 2
3
4

PSCH Hedge Fund Activity: Q3 2019 in Review

87 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2019, worth a combined $119M — down 9.1% from $131M a quarter earlier.

Fund positioning in PSCH was balanced in Q3 2019: 9 funds opened new positions, 9 closed out, 19 added to existing stakes and 30 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $13.9M. The largest seller was Wells Fargo, cutting an estimated $4.71M.

  • 87 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $119M of Invesco S&P SmallCap Health Care ETF stock for Q3 2019, down 9.1% quarter-over-quarter.
  • 9 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2019 and 9 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $13.9M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2019 was Wells Fargo, an estimated $4.71M sold.

Based on aggregated 13F filings for Q3 2019.