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Invesco S&P SmallCap Health Care ETF
PSCH

104 hedge funds and large institutions have $95.4M invested in Invesco S&P SmallCap Health Care ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 107 → 104 (-3)

4.78% less ownership

Funds ownership: 74.95% → 70.17% (-4.8%)

21% less capital invested

Capital invested by funds: $120M → $95.4M (-$24.7M)

63% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 38

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
14
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.88M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.53M
3
MFG
Magnus Financial Group
New York
+$1M
4
GIA
Gladstone Institutional Advisory
Florida
+$481K
5
FFN
Focus Financial Network
Minnesota
+$476K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$5.18M
2
Morgan Stanley
Morgan Stanley
New York
-$2.76M
3
MIG
McGuire Investment Group
Rhode Island
-$2.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.19M
5
ST
Spinnaker Trust
Maine
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$289K – – –
AWS
52
Atria Wealth Solutions
New York
$265K +$262K +4,938 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$255K -$2.39K -45 -0.9%
SAM
54
Seelaus Asset Management
New Jersey
$241K -$3.19K -60 -1%
EFS
55
Essex Financial Services
Connecticut
$215K – – –
MIC
56
Meridian Investment Counsel
California
$210K – – –
KAS
57
Kestra Advisory Services
Texas
$207K – – –
FT
58
Fiduciary Trust
Massachusetts
$205K – – –
SWM
59
Spire Wealth Management
Virginia
$189K -$14.8K -279 -7%
Bessemer Group
60
Bessemer Group
New Jersey
$169K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$145K -$12.1K -228 -8%
SPIA
62
Steward Partners Investment Advisory
New York
$132K -$33.3K -627 -20%
SAS
63
Stelac Advisory Services
New York
$128K -$61.2K -1,152 -33%
EWA
64
EP Wealth Advisors
California
$103K +$101K +1,911 New
MIM
65
MTM Investment Management
South Carolina
$95K -$3.98K -75 -4%
MCC
66
Money Concepts Capital
Florida
$94K +$92.6K +1,743 New
PFA
67
Professional Financial Advisors
Nebraska
$75K – – –
FF
68
FourThought Financial
Florida
$75K +$36.6K +690 +96%
CT
69
Cambridge Trust
Massachusetts
$71K – – –
RAM
70
Riggs Asset Management
Pennsylvania
$67K -$30.3K -570 -31%
SCA
71
Sandy Cove Advisors
Massachusetts
$59K – – –
APA
72
American Portfolios Advisors
New York
$58.1K – – –
NFSG
73
Newbridge Financial Services Group
Florida
$43K +$42.7K +804 New
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$39K +$38.6K +726 New
PMFA
75
Plante Moran Financial Advisors
Michigan
$37K – – –
1 2
3
4 5

PSCH Hedge Fund Activity: Q1 2022 in Review

104 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2022, worth a combined $95.4M — down 21% from $120M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PSCH and 13 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 14 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.88M. The largest seller was Wells Fargo, cutting an estimated $5.18M.

  • 104 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2022, down from 107 in Q4 2021.
  • Funds reported $95.4M of Invesco S&P SmallCap Health Care ETF stock for Q1 2022, down 21% quarter-over-quarter.
  • 13 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2022 and 14 closed out, a net change of -1 holder.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2022 was Cambridge Investment Research Advisors, an estimated $3.88M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2022 was Wells Fargo, an estimated $5.18M sold.

Based on aggregated 13F filings for Q1 2022.