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Invesco S&P SmallCap Health Care ETF
PSCH

107 hedge funds and large institutions have $120M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

9% more funds holding

Funds holding: 98 → 107 (+9)

1.87% more ownership

Funds ownership: 73.08% → 74.95% (+1.9%)

1% more capital invested

Capital invested by funds: $119M → $120M (+$731K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

25% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 28

Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
21
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
Insight Advisors
Pennsylvania
+$2.58M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.55M
3
CAN
Cetera Advisor Networks
California
+$1.22M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.08M
5
LPL Financial
LPL Financial
California
+$867K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.87M
2
FTUS
Flow Traders U.S.
New York
-$1.59M
3
PA
PFG Advisors
Arizona
-$1.34M
4
Morgan Stanley
Morgan Stanley
New York
-$1.16M
5
AWA
Acorn Wealth Advisors
Michigan
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
51
Acorn Wealth Advisors
Michigan
$352K -$831K -13,845 -70%
BPA
52
Beacon Pointe Advisors
California
$323K – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$287K +$288K +4,791 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$287K +$288K +4,794 New
DAS
55
Dynamic Advisor Solutions
Arizona
$280K +$281K +4,680 New
SAM
56
Seelaus Asset Management
New Jersey
$273K -$18K -300 -6%
EFS
57
Essex Financial Services
Connecticut
$239K – – –
MIC
58
Meridian Investment Counsel
California
$234K – – –
KAS
59
Kestra Advisory Services
Texas
$231K -$28.3K -471 -11%
FT
60
Fiduciary Trust
Massachusetts
$229K – – –
SWM
61
Spire Wealth Management
Virginia
$227K -$63.4K -1,056 -22%
SAS
62
Stelac Advisory Services
New York
$211K -$439K -7,317 -67%
XF
63
XML Financial
Maryland
$208K +$6.66K +111 +3%
Bessemer Group
64
Bessemer Group
New Jersey
$189K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$185K – – –
EDRH
66
Edmond de Rothschild Holding
Switzerland
$179K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$176K +$25.8K +429 +17%
CA
68
Cornerstone Advisory
Maryland
$139K +$139K +2,316 New
MIM
69
MTM Investment Management
South Carolina
$110K – – –
RAM
70
Riggs Asset Management
Pennsylvania
$109K – – –
PFA
71
Professional Financial Advisors
Nebraska
$84K – – –
CT
72
Cambridge Trust
Massachusetts
$80K +$79.8K +1,329 New
SCA
73
Sandy Cove Advisors
Massachusetts
$66K +$65.7K +1,095 New
APA
74
American Portfolios Advisors
New York
$64.9K – – –
AIP
75
Ahrens Investment Partners
Louisiana
$48K +$47.7K +795 New
1 2
3
4 5

PSCH Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2021, worth a combined $120M — up 0.61% from $119M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSCH positions and 8 closed out — a net gain of 12 holders — while 21 added to existing stakes and 28 trimmed.

The largest buyer was Insight Advisors, opening a new position worth an estimated $2.58M. The largest seller was Osaic Holdings, cutting an estimated $1.87M.

  • 107 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2021, up from 98 in Q3 2021.
  • Funds reported $120M of Invesco S&P SmallCap Health Care ETF stock for Q4 2021, up 0.61% quarter-over-quarter.
  • 20 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2021 and 8 closed out, a net change of +12 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2021 was Insight Advisors, an estimated $2.58M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2021 was Osaic Holdings, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2021.