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Invesco S&P SmallCap Health Care ETF
PSCH

103 hedge funds and large institutions have $127M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 19 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

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

13% more capital invested

Capital invested by funds: $112M → $127M (+$14.6M)

11% more funds holding

Funds holding: 93 → 103 (+10)

4.81% more ownership

Funds ownership: 65.76% → 70.57% (+4.8%)

Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
30
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$3.66M
2
MIG
McGuire Investment Group
Rhode Island
+$2.49M
3
Wells Fargo
Wells Fargo
California
+$1.49M
4
LPL Financial
LPL Financial
California
+$1.36M
5
AFP
Ausdal Financial Partners
Iowa
+$681K

Top Sellers

Rank Fund Capital Flow
1
CCP
Cardan Capital Partners
Colorado
-$2.5M
2
Bank of America
Bank of America
North Carolina
-$875K
3
CI
Ceera Investments
Texas
-$788K
4
Creative Planning
Creative Planning
Kansas
-$624K
5
Citadel Advisors
Citadel Advisors
Florida
-$546K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
51
Seelaus Asset Management
New Jersey
$319K – – –
SWM
52
Spire Wealth Management
Virginia
$313K -$32.5K -522 -10%
WWM
53
Western Wealth Management
Colorado
$280K +$272K +4,365 New
KAS
54
Kestra Advisory Services
Texas
$252K -$28.4K -456 -10%
MIC
55
Meridian Investment Counsel
California
$252K – – –
FT
56
Fiduciary Trust
Massachusetts
$247K – – –
EFS
57
Essex Financial Services
Connecticut
$245K – – –
Bessemer Group
58
Bessemer Group
New Jersey
$204K – – –
CA
59
Cornerstone Advisory
Maryland
$201K +$193K +3,105 New
EDRH
60
Edmond de Rothschild Holding
Switzerland
$194K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$169K +$76K +1,221 +88%
SIM
62
Sonora Investment Management
Arizona
$151K +$146K +2,343 New
EBSAM
63
Eubel Brady & Suttman Asset Management
Ohio
$148K -$150K -2,415 -50%
RAM
64
Riggs Asset Management
Pennsylvania
$130K – – –
MIM
65
MTM Investment Management
South Carolina
$119K – – –
GWM
66
Geneos Wealth Management
Colorado
$113K -$185K -2,967 -63%
SPIA
67
Steward Partners Investment Advisory
New York
$94K -$517K -8,301 -85%
PFA
68
Professional Financial Advisors
Nebraska
$91K – – –
IA
69
IFP Advisors
Florida
$84K – – –
AAP
70
Arax Advisory Partners
Colorado
$79K +$76K +1,221 New
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$77K +$74.1K +1,191 New
APA
72
American Portfolios Advisors
New York
$69.9K – – –
BFEC
73
Benjamin F. Edwards & Company
Missouri
$64K +$374 +6 +0.6%
PCG
74
Private Capital Group
Connecticut
$48K – – –
FF
75
FourThought Financial
Florida
$46K – – –
1 2
3
4 5

PSCH Hedge Fund Activity: Q2 2021 in Review

103 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q2 2021, worth a combined $127M — up 13% from $112M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSCH positions and 9 closed out — a net gain of 10 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.66M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $2.5M sold.

  • 103 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q2 2021, up from 93 in Q1 2021.
  • Funds reported $127M of Invesco S&P SmallCap Health Care ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 19 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q2 2021 and 9 closed out, a net change of +10 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q2 2021 was Flow Traders U.S., an estimated $3.66M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q2 2021 was Cardan Capital Partners, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2021.