We are live on ! Find out more
PSCH icon

Invesco S&P SmallCap Health Care ETF
PSCH

98 hedge funds and large institutions have $119M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% more ownership

Funds ownership: 70.57% → 73.08% (+2.5%)

5% less funds holding

Funds holding: 103 → 98 (-5)

6% less capital invested

Capital invested by funds: $127M → $119M (-$7.37M)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
25
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Ceera Investments
Texas
+$931K
2
CC
Cypress Capital
Tennessee
+$859K
3
TRCT
Tower Research Capital (TRC)
New York
+$839K
4
LPL Financial
LPL Financial
California
+$838K
5
Ameriprise
Ameriprise
Minnesota
+$732K

Top Sellers

Rank Fund Capital Flow
1
IA
Insight Advisors
Pennsylvania
-$2.48M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.46M
3
SIM
Seaview Investment Managers
Florida
-$1.27M
4
FI
Financial Insights
Washington
-$1.22M
5
Citadel Advisors
Citadel Advisors
Florida
-$627K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$264K +$27.2K +435 +11%
EFS
52
Essex Financial Services
Connecticut
$243K – – –
MIC
53
Meridian Investment Counsel
California
$238K – – –
FT
54
Fiduciary Trust
Massachusetts
$233K – – –
Citadel Advisors
55
Citadel Advisors
Florida
$217K -$627K -10,011 -74%
XF
56
XML Financial
Maryland
$205K +$210K +3,360 New
Bessemer Group
57
Bessemer Group
New Jersey
$192K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$188K +$103K +1,638 +113%
EDRH
59
Edmond de Rothschild Holding
Switzerland
$182K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$152K -$6.95K -111 -4%
CFA
61
Cahill Financial Advisors
Minnesota
$149K +$153K +2,448 New
SIM
62
Sonora Investment Management
Arizona
$143K – – –
MIM
63
MTM Investment Management
South Carolina
$112K – – –
RAM
64
Riggs Asset Management
Pennsylvania
$110K -$12.8K -204 -10%
GWM
65
Geneos Wealth Management
Colorado
$108K – – –
PFA
66
Professional Financial Advisors
Nebraska
$86K – – –
IA
67
IFP Advisors
Florida
$79K – – –
APA
68
American Portfolios Advisors
New York
$65.9K – – –
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$63K -$9.95K -159 -13%
PCG
70
Private Capital Group
Connecticut
$45K – – –
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$44.2K +$45.4K +726 New
FF
72
FourThought Financial
Florida
$43K – – –
PMFA
73
Plante Moran Financial Advisors
Michigan
$42K -$1.31K -21 -3%
SWM
74
Selective Wealth Management
Virginia
$41K +$42.3K +675 New
HI
75
Harbour Investments
Wisconsin
$39K – – –
1 2
3
4 5

PSCH Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2021, worth a combined $119M — down 5.8% from $127M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PSCH and 8 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 25 added.

The largest buyer was Ceera Investments, opening a new position worth an estimated $931K. The largest seller was Insight Advisors, exiting entirely with an estimated $2.48M sold.

  • 98 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2021, down from 103 in Q2 2021.
  • Funds reported $119M of Invesco S&P SmallCap Health Care ETF stock for Q3 2021, down 5.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2021 was Ceera Investments, an estimated $931K added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2021 was Insight Advisors, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2021.