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Invesco S&P SmallCap Health Care ETF
PSCH

93 hedge funds and large institutions have $112M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

9% more funds holding

Funds holding: 85 → 93 (+8)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

15% less capital invested

Capital invested by funds: $132M → $112M (-$20.1M)

16.48% less ownership

Funds ownership: 82.24% → 65.76% (-16%)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
24
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.11M
2
CCP
Cardan Capital Partners
Colorado
+$2.52M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.17M
4
JWM
Jackson Wealth Management
Florida
+$2.12M
5
Wells Fargo
Wells Fargo
California
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$22.3M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
-$7.18M
3
Morgan Stanley
Morgan Stanley
New York
-$6.22M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.99M
5
FLAM
First Light Asset Management
Minnesota
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
51
Seelaus Asset Management
New Jersey
$303K – – –
EBSAM
52
Eubel Brady & Suttman Asset Management
Ohio
$296K +$299K +4,830 New
GWM
53
Geneos Wealth Management
Colorado
$294K – – –
DAS
54
Dynamic Advisor Solutions
Arizona
$274K -$29K -468 -9%
KAS
55
Kestra Advisory Services
Texas
$267K +$270K +4,353 New
EFS
56
Essex Financial Services
Connecticut
$245K +$248K +3,999 New
MIC
57
Meridian Investment Counsel
California
$240K – – –
FT
58
Fiduciary Trust
Massachusetts
$235K – – –
IWM
59
IHT Wealth Management
Illinois
$210K +$212K +3,420 New
Bessemer Group
60
Bessemer Group
New Jersey
$194K +$121K +1,950 +163%
EDRH
61
Edmond de Rothschild Holding
Switzerland
$184K -$119K -1,920 -39%
RAM
62
Riggs Asset Management
Pennsylvania
$124K – – –
MIM
63
MTM Investment Management
South Carolina
$113K – – –
OIA
64
Optimum Investment Advisors
Illinois
$91K – – –
PFA
65
Professional Financial Advisors
Nebraska
$86K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$86K +$18.9K +306 +28%
IA
67
IFP Advisors
Florida
$79K -$372 -6 -0.5%
APA
68
American Portfolios Advisors
New York
$66.4K -$26K -420 -28%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$60K -$1.3K -21 -2%
1IA
70
1834 Investment Advisors
Wisconsin
$53K -$86.4K -1,395 -62%
PCG
71
Private Capital Group
Connecticut
$45K – – –
FF
72
FourThought Financial
Florida
$43K – – –
PMFA
73
Plante Moran Financial Advisors
Michigan
$43K – – –
US Bancorp
74
US Bancorp
Minnesota
$42K +$26K +420 +154%
HI
75
Harbour Investments
Wisconsin
$34K +$34.2K +552 New
1 2
3
4 5

PSCH Hedge Fund Activity: Q1 2021 in Review

93 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2021, worth a combined $112M — down 15% from $132M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSCH positions and 9 closed out — a net gain of 10 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.11M. The largest seller was Goldman Sachs, cutting an estimated $22.3M.

  • 93 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2021, up from 85 in Q4 2020.
  • Funds reported $112M of Invesco S&P SmallCap Health Care ETF stock for Q1 2021, down 15% quarter-over-quarter.
  • 19 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2021 and 9 closed out, a net change of +10 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2021 was LPL Financial, an estimated $4.11M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2021 was Goldman Sachs, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2021.