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Invesco S&P SmallCap Health Care ETF
PSCH

79 hedge funds and large institutions have $37.4M invested in Invesco S&P SmallCap Health Care ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding

Funds holding: 79 → 79 (0)

0.17% less ownership

Funds ownership: 21.14% → 20.97% (-0.17%)

11% less capital invested

Capital invested by funds: $42M → $37.4M (-$4.61M)

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
+$443K
2
FTUS
Flow Traders U.S.
New York
+$401K
3
Wells Fargo
Wells Fargo
California
+$193K
4
Citadel Advisors
Citadel Advisors
Florida
+$136K
5
MCM
MAI Capital Management
Ohio
+$113K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$650K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$485K
3
Morgan Stanley
Morgan Stanley
New York
-$464K
4
CI
Ceera Investments
Texas
-$452K
5
MIG
McGuire Investment Group
Rhode Island
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
51
Global Retirement Partners
California
$40.5K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$34.7K – – –
TSMHT
53
Thurston Springer Miller Herd & Titak
Indiana
$34.1K +$91 +2 +0.3%
NA
54
NewEdge Advisors
Louisiana
$31.9K – – –
NFSG
55
Newbridge Financial Services Group
Florida
$31.2K +$32.2K +705 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$29.7K +$24.4K +534 +494%
Citigroup
57
Citigroup
New York
$26.6K – – –
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$25.6K -$10.9K -238 -29%
AA
59
Addison Advisors
Vermont
$25.1K – – –
RCM
60
Richardson Capital Management
Wisconsin
$21.2K – – –
SWA
61
SOA Wealth Advisors
New York
$18.9K – – –
ACA
62
Aptus Capital Advisors
Alabama
$17.5K +$18.1K +396 New
NCM
63
Northwest Capital Management
Oregon
$17.1K – – –
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$16.6K – – –
NMG
65
New Millennium Group
Utah
$13.3K – – –
SWM
66
Spire Wealth Management
Virginia
$12.8K – – –
WWMSC
67
Wagner Wealth Management (South Carolina)
South Carolina
$9.17K – – –
CIAS
68
Capital Investment Advisory Services
North Carolina
$6.66K – – –
FFA
69
Founders Financial Alliance
North Carolina
$6.51K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$6.25K -$370K -8,117 -98%
KFI
71
Key Financial Inc
Pennsylvania
$6.25K – – –
GI
72
GAMMA Investing
California
$5.32K – – –
AWM
73
Avior Wealth Management
Nebraska
$4.39K – – –
US Bancorp
74
US Bancorp
Minnesota
$4.38K – – –
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$3.32K +$3.42K +75 New
1 2
3
4

PSCH Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2024, worth a combined $37.4M — down 11% from $42M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PSCH positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was WBI Investments, adding an estimated $443K. The largest seller was Virtu Financial, exiting entirely with an estimated $650K sold.

  • 79 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $37.4M of Invesco S&P SmallCap Health Care ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2024 and 9 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2024 was WBI Investments, an estimated $443K added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2024 was Virtu Financial, an estimated $650K sold.

Based on aggregated 13F filings for Q4 2024.