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Invesco S&P SmallCap Health Care ETF
PSCH

79 hedge funds and large institutions have $43.7M invested in Invesco S&P SmallCap Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1.88% less ownership

Funds ownership: 24.14% → 22.26% (-1.9%)

2% less funds holding

Funds holding: 81 → 79 (-2)

17% less capital invested

Capital invested by funds: $52.9M → $43.7M (-$9.25M)

58% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 31

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
+$1.37M
2
HCA
Harbor Capital Advisors
Illinois
+$862K
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$416K
4
HighTower Advisors
HighTower Advisors
Illinois
+$223K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$208K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.78M
2
AFP
Ausdal Financial Partners
Iowa
-$1.21M
3
JP Morgan Chase
JP Morgan Chase
New York
-$892K
4
Citadel Advisors
Citadel Advisors
Florida
-$846K
5
LPL Financial
LPL Financial
California
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$33.4K – – –
TSMHT
52
Thurston Springer Miller Herd & Titak
Indiana
$32.1K +$31.9K +754 New
NA
53
NewEdge Advisors
Louisiana
$30.7K – – –
Citigroup
54
Citigroup
New York
$25.6K – – –
AA
55
Addison Advisors
Vermont
$24.2K – – –
RIA
56
Realta Investment Advisors
Delaware
$23.1K – – –
RCM
57
Richardson Capital Management
Wisconsin
$20.4K -$60.8K -1,438 -75%
GT
58
Glenmede Trust
Pennsylvania
$20.1K – – –
OIA
59
Optimum Investment Advisors
Illinois
$18.3K – – –
SWA
60
SOA Wealth Advisors
New York
$18.1K – – –
TAM
61
Tucker Asset Management
Colorado
$17.8K -$3.81K -90 -18%
NCM
62
Northwest Capital Management
Oregon
$16.4K – – –
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$16K – – –
HGERS
64
Householder Group Estate & Retirement Specialist
Arizona
$13K +$8.12K +192 +168%
BBHC
65
Brown Brothers Harriman & Co
New York
$12.8K – – –
NMG
66
New Millennium Group
Utah
$12.8K +$12.7K +300 New
SWM
67
Spire Wealth Management
Virginia
$12.3K +$42 +1 +0.3%
KIG
68
Kessler Investment Group
Indiana
$10.8K +$2.12K +50 +25%
CIAS
69
Capital Investment Advisory Services
North Carolina
$10.6K – – –
WWMSC
70
Wagner Wealth Management (South Carolina)
South Carolina
$8.82K +$8.76K +207 New
Comerica Bank
71
Comerica Bank
Texas
$6.39K -$2.96K -70 -32%
FFA
72
Founders Financial Alliance
North Carolina
$6.26K – – –
KFI
73
Key Financial Inc
Pennsylvania
$6.01K – – –
GI
74
GAMMA Investing
California
$5.11K – – –
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$4.58K – – –
1 2
3
4

PSCH Hedge Fund Activity: Q2 2024 in Review

79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q2 2024, worth a combined $43.7M — down 17% from $52.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSCH and 10 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 13 added.

The largest buyer was Virtu Financial, adding an estimated $1.37M. The largest seller was Morgan Stanley, cutting an estimated $2.78M.

  • 79 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q2 2024, down from 81 in Q1 2024.
  • Funds reported $43.7M of Invesco S&P SmallCap Health Care ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 10 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q2 2024 and 11 closed out, a net change of -1 holder.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q2 2024 was Virtu Financial, an estimated $1.37M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q2 2024 was Morgan Stanley, an estimated $2.78M sold.

Based on aggregated 13F filings for Q2 2024.