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Invesco S&P SmallCap Health Care ETF
PSCH

93 hedge funds and large institutions have $112M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

9% more funds holding

Funds holding: 85 → 93 (+8)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

15% less capital invested

Capital invested by funds: $132M → $112M (-$20.1M)

16.48% less ownership

Funds ownership: 82.24% → 65.76% (-16%)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
24
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.11M
2
CCP
Cardan Capital Partners
Colorado
+$2.52M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.17M
4
JWM
Jackson Wealth Management
Florida
+$2.12M
5
Wells Fargo
Wells Fargo
California
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$22.3M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
-$7.18M
3
Morgan Stanley
Morgan Stanley
New York
-$6.22M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.99M
5
FLAM
First Light Asset Management
Minnesota
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
76
TCI Wealth Advisors
Arizona
$27K – – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$26K -$81.7K -1,320 -76%
DTIM
78
Danda Trouve Investment Management
Kansas
$25K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$24K – – –
MA
80
MCF Advisors
Kentucky
$23K +$23.2K +375 New
SWA
81
SOA Wealth Advisors
New York
$14K – – –
MAM
82
Meeder Asset Management
Ohio
$13K +$13.6K +219 New
AWA
83
Arkadios Wealth Advisors
Georgia
$10K +$10.4K +168 New
FFA
84
Founders Financial Alliance
North Carolina
$9K – – –
KFI
85
Key Financial Inc
Pennsylvania
$9K – – –
SFSIG
86
San Francisco Sentry Investment Group
California
$9K – – –
BWA
87
BDO Wealth Advisors
Florida
$8K – – –
CAC
88
Certified Advisory Corp
Florida
$8K +$8.55K +138 New
ACM
89
Allred Capital Management
Texas
$4.97K +$5.02K +81 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$3K +$2.79K +45 New
CFB
92
Cullen/Frost Bankers
Texas
$1K – – –
GWSG
93
GPS Wealth Strategies Group
Colorado
$1K +$1.49K +24 New
BCIM
94
British Columbia Investment Management
British Columbia, Canada
– -$7.18M -126,900 Closed
FLAM
95
First Light Asset Management
Minnesota
– -$2.94M -51,855 Closed
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
– -$1.02M -18,030 Closed
AA
97
Advisory Alpha
Michigan
– -$725K -12,810 Closed
FFN
98
Focus Financial Network
Minnesota
– -$425K -7,497 Closed
ASN
99
Advisory Services Network
Georgia
– -$14K -240 Closed
CCM
100
Cribstone Capital Management
Maine
– -$11K -186 Closed
1 2 3
4
5

PSCH Hedge Fund Activity: Q1 2021 in Review

93 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2021, worth a combined $112M — down 15% from $132M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSCH positions and 9 closed out — a net gain of 10 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.11M. The largest seller was Goldman Sachs, cutting an estimated $22.3M.

  • 93 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2021, up from 85 in Q4 2020.
  • Funds reported $112M of Invesco S&P SmallCap Health Care ETF stock for Q1 2021, down 15% quarter-over-quarter.
  • 19 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2021 and 9 closed out, a net change of +10 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2021 was LPL Financial, an estimated $4.11M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2021 was Goldman Sachs, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2021.