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Invesco S&P SmallCap Health Care ETF
PSCH

81 hedge funds and large institutions have $52.9M invested in Invesco S&P SmallCap Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

4% more funds holding

Funds holding: 78 → 81 (+3)

0.24% more ownership

Funds ownership: 23.9% → 24.14% (+0.24%)

2% less capital invested

Capital invested by funds: $53.9M → $52.9M (-$929K)

60% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
12
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.47M
2
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$1.51M
3
Morgan Stanley
Morgan Stanley
New York
+$1.18M
4
CCFM
Clear Creek Financial Management
Washington
+$835K
5
IWM
IHT Wealth Management
Illinois
+$526K

Top Sellers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
-$4.56M
2
GIA
Gladstone Institutional Advisory
Florida
-$707K
3
OWA
Octavia Wealth Advisors
Ohio
-$671K
4
VF
Virtu Financial
New York
-$627K
5
JP Morgan Chase
JP Morgan Chase
New York
-$615K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
51
Newbridge Financial Services Group
Florida
$60.5K +$14.4K +340 +33%
RAM
52
Riggs Asset Management
Pennsylvania
$49.9K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$41.3K -$1.19K -28 -3%
GRP
54
Global Retirement Partners
California
$40K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$34.2K – – –
NA
56
NewEdge Advisors
Louisiana
$31.5K – – –
Citigroup
57
Citigroup
New York
$26.2K – – –
AA
58
Addison Advisors
Vermont
$24.8K – – –
RIA
59
Realta Investment Advisors
Delaware
$23.8K +$23.1K +543 New
TAM
60
Tucker Asset Management
Colorado
$22.2K – – –
GT
61
Glenmede Trust
Pennsylvania
$20.6K – – –
OIA
62
Optimum Investment Advisors
Illinois
$18.8K – – –
SWA
63
SOA Wealth Advisors
New York
$18.6K – – –
NCM
64
Northwest Capital Management
Oregon
$16.9K – – –
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$16.4K – – –
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$16.2K – – –
BBHC
67
Brown Brothers Harriman & Co
New York
$13.1K – – –
SWM
68
Spire Wealth Management
Virginia
$12.6K -$14.5K -342 -54%
CIAS
69
Capital Investment Advisory Services
North Carolina
$10.9K – – –
IA
70
IFP Advisors
Florida
$10.8K – – –
Comerica Bank
71
Comerica Bank
Texas
$9.62K – – –
KIG
72
Kessler Investment Group
Indiana
$8.96K +$8.66K +204 New
FFA
73
Founders Financial Alliance
North Carolina
$6.43K – – –
AWM
74
Abound Wealth Management
Tennessee
$6.3K +$6.11K +144 New
KFI
75
Key Financial Inc
Pennsylvania
$6.17K – – –
1 2
3
4

PSCH Hedge Fund Activity: Q1 2024 in Review

81 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2024, worth a combined $52.9M — down 1.7% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSCH positions and 11 closed out — a net gain of 3 holders — while 12 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.47M. The largest seller was WBI Investments, cutting an estimated $4.56M.

  • 81 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2024, up from 78 in Q4 2023.
  • Funds reported $52.9M of Invesco S&P SmallCap Health Care ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2024 and 11 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2024 was LPL Financial, an estimated $2.47M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2024 was WBI Investments, an estimated $4.56M sold.

Based on aggregated 13F filings for Q1 2024.