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Invesco S&P SmallCap Health Care ETF

92 hedge funds and large institutions have $84.9M invested in Invesco S&P SmallCap Health Care ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $76.4M → $84.9M (+$8.51M)

7.1% more ownership

Funds ownership: 73.74%80.84% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 9592 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

48% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 31

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
16
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Acorn Wealth Advisors
Michigan
$200K -$17K -378 -8%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$188K -$18.1K -402 -9%
BAAM
53
Baker Avenue Asset Management
California
$170K +$174K +3,873 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$150K -$5.39K -120 -3%
Bessemer Group
55
Bessemer Group
New Jersey
$139K
SPIA
56
Steward Partners Investment Advisory
New York
$108K
SWM
57
Spire Wealth Management
Virginia
$102K
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$72.5K +$74K +1,647 New
RAM
59
Riggs Asset Management
Pennsylvania
$50.2K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$43.3K +$3.24K +72 +8%
RBC
61
Romano Brothers & Co
Illinois
$41.4K +$42.3K +942 New
NFSG
62
Newbridge Financial Services Group
Florida
$35.4K
PIMG
63
Patriot Investment Management Group
Tennessee
$33.9K +$32.6K +726 New
PMFA
64
Plante Moran Financial Advisors
Michigan
$30.6K
BAM
65
Belpointe Asset Management
Nevada
$29.7K +$30.3K +675 New
RIA
66
Realta Investment Advisors
Delaware
$27.3K +$539 +12 +2%
AA
67
Addison Advisors
Vermont
$24.9K
BFEC
68
Benjamin F. Edwards & Company
Missouri
$23K +$3.64K +81 +18%
TAM
69
Tucker Asset Management
Colorado
$22.3K
GT
70
Glenmede Trust
Pennsylvania
$20.7K
TWA
71
TCI Wealth Advisors
Arizona
$19.3K
OIA
72
Optimum Investment Advisors
Illinois
$18.9K
SWA
73
SOA Wealth Advisors
New York
$18.7K
KIG
74
Kessler Investment Group
Indiana
$18K +$3.37K +75 +23%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$16.9K

PSCH Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2022, worth a combined $84.9M — up 11% from $76.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PSCH and 9 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 16 added.

The largest buyer was Gradient Investments, adding an estimated $12.6M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.01M sold.

  • 92 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2022, down from 95 in Q3 2022.
  • Funds reported $84.9M of Invesco S&P SmallCap Health Care ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 9 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2022 and 10 closed out, a net change of -1 holder.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2022 was Gradient Investments, an estimated $12.6M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2022 was Flow Traders U.S., an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2022.