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Invesco S&P SmallCap Health Care ETF

107 hedge funds and large institutions have $120M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

9% more funds holding

Funds holding: 98107 (+9)

1.87% more ownership

Funds ownership: 73.08%74.95% (+1.9%)

1% more capital invested

Capital invested by funds: $119M → $120M (+$731K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 28

Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
21
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
76
Zullo Investment Group
Pennsylvania
$47K +$47.4K +789 New
PCG
77
Private Capital Group
Connecticut
$44K
FF
78
FourThought Financial
Florida
$43K
PMFA
79
Plante Moran Financial Advisors
Michigan
$42K
SWM
80
Selective Wealth Management
Virginia
$40K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$40K +$11.7K +195 +41%
AAP
82
Arax Advisory Partners
Colorado
$37K
IFS
83
Intelligent Financial Strategies
Minnesota
$35K +$34.9K +582 New
AA
84
Addison Advisors
Vermont
$34K
BFEC
85
Benjamin F. Edwards & Company
Missouri
$29K +$11.3K +189 +64%
BA
86
Bivin & Associates
Oklahoma
$29K +$29.2K +486 New
GT
87
Glenmede Trust
Pennsylvania
$28K +$28.3K +471 New
OIA
88
Optimum Investment Advisors
Illinois
$26K
TWA
89
TCI Wealth Advisors
Arizona
$26K
DTIM
90
Danda Trouve Investment Management
Kansas
$25K
SWA
91
SOA Wealth Advisors
New York
$25K
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$23K
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$18K
HI
94
Harbour Investments
Wisconsin
$17K -$22.3K -372 -57%
IA
95
IFP Advisors
Florida
$15K -$62.8K -1,047 -81%
US Bancorp
96
US Bancorp
Minnesota
$13K -$3.78K -63 -23%
PP
97
PFS Partners
New Jersey
$11.7K +$11.7K +195 New
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$9K -$52.4K -873 -85%
FFA
99
Founders Financial Alliance
North Carolina
$9K
BWA
100
BDO Wealth Advisors
Florida
$8K

PSCH Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2021, worth a combined $120M — up 0.61% from $119M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSCH positions and 8 closed out — a net gain of 12 holders — while 21 added to existing stakes and 28 trimmed.

The largest buyer was Insight Advisors, opening a new position worth an estimated $2.58M. The largest seller was Osaic Holdings, cutting an estimated $1.87M.

  • 107 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2021, up from 98 in Q3 2021.
  • Funds reported $120M of Invesco S&P SmallCap Health Care ETF stock for Q4 2021, up 0.61% quarter-over-quarter.
  • 20 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2021 and 8 closed out, a net change of +12 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2021 was Insight Advisors, an estimated $2.58M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2021 was Osaic Holdings, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2021.