We are live on ! Find out more
PSCH icon

Invesco S&P SmallCap Health Care ETF
PSCH

95 hedge funds and large institutions have $76.4M invested in Invesco S&P SmallCap Health Care ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

1.66% more ownership

Funds ownership: 72.08% → 73.74% (+1.7%)

1% more funds holding

Funds holding: 94 → 95 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $79.6M → $76.4M (-$3.21M)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% 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
7
Increased
22
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.94M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$858K
4
WI
WBI Investments
New Jersey
+$719K
5
Morgan Stanley
Morgan Stanley
New York
+$501K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.37M
2
TRCT
Tower Research Capital (TRC)
New York
-$867K
3
CC
Cypress Capital
Tennessee
-$626K
4
Wells Fargo
Wells Fargo
California
-$608K
5
FTUS
Flow Traders U.S.
New York
-$511K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$211K -$7.21K -150 -3%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$205K -$19.5K -405 -8%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$155K +$53.8K +1,119 +47%
Bessemer Group
54
Bessemer Group
New Jersey
$139K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$108K – – –
SWM
56
Spire Wealth Management
Virginia
$101K -$36K -750 -25%
PFA
57
Professional Financial Advisors
Nebraska
$62K – – –
RAM
58
Riggs Asset Management
Pennsylvania
$50K – – –
APA
59
American Portfolios Advisors
New York
$40.9K -$7.21K -150 -14%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$40K -$3.03K -63 -6%
NFSG
61
Newbridge Financial Services Group
Florida
$35K – – –
PMFA
62
Plante Moran Financial Advisors
Michigan
$31K – – –
SWM
63
Selective Wealth Management
Virginia
$30K – – –
AAP
64
Arax Advisory Partners
Colorado
$27K – – –
RIA
65
Realta Investment Advisors
Delaware
$27K +$29.3K +609 New
FF
66
FourThought Financial
Florida
$26K -$3.32K -69 -10%
AA
67
Addison Advisors
Vermont
$25K – – –
TAM
68
Tucker Asset Management
Colorado
$23.2K +$24.4K +507 New
GT
69
Glenmede Trust
Pennsylvania
$20K – – –
BFEC
70
Benjamin F. Edwards & Company
Missouri
$20K +$14.1K +294 +188%
OIA
71
Optimum Investment Advisors
Illinois
$19K – – –
TWA
72
TCI Wealth Advisors
Arizona
$19K – – –
SWA
73
SOA Wealth Advisors
New York
$18K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$17K – – –
KIG
75
Kessler Investment Group
Indiana
$15K +$5.48K +114 +52%
1 2
3
4 5

PSCH Hedge Fund Activity: Q3 2022 in Review

95 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2022, worth a combined $76.4M — down 4% from $79.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PSCH positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.94M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.37M.

  • 95 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2022, up from 94 in Q2 2022.
  • Funds reported $76.4M of Invesco S&P SmallCap Health Care ETF stock for Q3 2022, down 4% quarter-over-quarter.
  • 7 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2022 and 5 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2022 was Ameriprise, an estimated $2.94M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2022 was Cambridge Investment Research Advisors, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2022.