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Invesco S&P SmallCap Health Care ETF
PSCH

85 hedge funds and large institutions have $132M invested in Invesco S&P SmallCap Health Care ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $114M → $132M (+$18.8M)

13% more funds holding

Funds holding: 75 → 85 (+10)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

6.19% less ownership

Funds ownership: 88.43% → 82.24% (-6.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
22
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.61M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.51M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.14M
4
AI
Atria Investments
North Carolina
+$1.02M
5
AA
Advisory Alpha
Michigan
+$639K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.88M
2
Morgan Stanley
Morgan Stanley
New York
-$1.95M
3
TRCT
Tower Research Capital (TRC)
New York
-$1.84M
4
RJA
Raymond James & Associates
Florida
-$1.81M
5
FTUS
Flow Traders U.S.
New York
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
51
Next Financial Group
Texas
$259K -$41.9K -840 -16%
MIC
52
Meridian Investment Counsel
California
$221K +$195K +3,909 New
FT
53
Fiduciary Trust
Massachusetts
$217K +$191K +3,825 New
1IA
54
1834 Investment Advisors
Wisconsin
$128K -$746K -14,961 -87%
RAM
55
Riggs Asset Management
Pennsylvania
$114K -$212K -4,260 -68%
MIM
56
MTM Investment Management
South Carolina
$104K +$91.7K +1,839 New
Fidelity Investments
57
Fidelity Investments
Massachusetts
$99K +$76.9K +1,542 +767%
APA
58
American Portfolios Advisors
New York
$85.1K +$20.9K +420 +39%
OIA
59
Optimum Investment Advisors
Illinois
$84K – – –
PFA
60
Professional Financial Advisors
Nebraska
$80K – – –
IA
61
IFP Advisors
Florida
$74K – – –
Bessemer Group
62
Bessemer Group
New Jersey
$68K +$59.8K +1,200 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$62K +$1.79K +36 +3%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$57K +$299 +6 +0.6%
SPIA
65
Steward Partners Investment Advisory
New York
$54K – – –
WEC
66
Winslow Evans & Crocker
Massachusetts
$48K +$4.49K +90 +12%
PCG
67
Private Capital Group
Connecticut
$42K – – –
FF
68
FourThought Financial
Florida
$40K +$35.8K +717 New
PMFA
69
Plante Moran Financial Advisors
Michigan
$39K – – –
AA
70
Addison Advisors
Vermont
$32K +$28.3K +567 New
TWA
71
TCI Wealth Advisors
Arizona
$25K – – –
DTIM
72
Danda Trouve Investment Management
Kansas
$23K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$21K -$35K -702 -65%
US Bancorp
74
US Bancorp
Minnesota
$15K – – –
SWA
75
SOA Wealth Advisors
New York
$15K +$12K +240 New
1 2
3
4

PSCH Hedge Fund Activity: Q4 2020 in Review

85 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2020, worth a combined $132M — up 17% from $114M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSCH positions and 7 closed out — a net gain of 11 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.61M. The largest seller was Susquehanna International Group, cutting an estimated $5.88M.

  • 85 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2020, up from 75 in Q3 2020.
  • Funds reported $132M of Invesco S&P SmallCap Health Care ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 18 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2020 and 7 closed out, a net change of +11 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2020 was LPL Financial, an estimated $1.61M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2020 was Susquehanna International Group, an estimated $5.88M sold.

Based on aggregated 13F filings for Q4 2020.