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Invesco S&P SmallCap Health Care ETF

79 hedge funds and large institutions have $42M invested in Invesco S&P SmallCap Health Care ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 7979 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

4% less capital invested

Capital invested by funds: $43.7M → $42M (-$1.65M)

1.12% less ownership

Funds ownership: 22.26%21.14% (-1.1%)

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
51
Riggs Asset Management
Pennsylvania
$52.6K
GRP
52
Global Retirement Partners
California
$42.2K
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$37.7K +$37K +817 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$36.1K
TSMHT
55
Thurston Springer Miller Herd & Titak
Indiana
$35.5K +$679 +15 +2%
NA
56
NewEdge Advisors
Louisiana
$33.3K
Citigroup
57
Citigroup
New York
$27.7K
AA
58
Addison Advisors
Vermont
$26.2K
RCM
59
Richardson Capital Management
Wisconsin
$22.1K
GT
60
Glenmede Trust
Pennsylvania
$21.7K
OIA
61
Optimum Investment Advisors
Illinois
$19.8K
SWA
62
SOA Wealth Advisors
New York
$19.7K
NCM
63
Northwest Capital Management
Oregon
$17.8K
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$16.8K
HGERS
65
Householder Group Estate & Retirement Specialist
Arizona
$14K
NMG
66
New Millennium Group
Utah
$13.8K
JIP
67
Jaffetilchin Investment Partners
Florida
$13.8K +$13.6K +300 New
SWM
68
Spire Wealth Management
Virginia
$13.3K
WWMSC
69
Wagner Wealth Management (South Carolina)
South Carolina
$9.55K
CIAS
70
Capital Investment Advisory Services
North Carolina
$6.94K -$4.48K -99 -40%
FFA
71
Founders Financial Alliance
North Carolina
$6.79K
KFI
72
Key Financial Inc
Pennsylvania
$6.51K
CAS
73
Coppell Advisory Solutions
Texas
$6.3K +$6.25K +138 New
Comerica Bank
74
Comerica Bank
Texas
$5.86K -$1.04K -23 -15%
GI
75
GAMMA Investing
California
$5.54K

PSCH Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2024, worth a combined $42M — down 3.8% from $43.7M a quarter earlier.

Fund positioning in PSCH was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 13 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $862K. The largest seller was LPL Financial, cutting an estimated $2.39M.

  • 79 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $42M of Invesco S&P SmallCap Health Care ETF stock for Q3 2024, down 3.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2024 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $862K added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2024 was LPL Financial, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2024.