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Invesco S&P SmallCap Health Care ETF

104 hedge funds and large institutions have $95.4M invested in Invesco S&P SmallCap Health Care ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 107104 (-3)

4.78% less ownership

Funds ownership: 74.95%70.17% (-4.8%)

21% less capital invested

Capital invested by funds: $120M → $95.4M (-$24.7M)

63% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 38

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
14
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Selective Wealth Management
Virginia
$36K
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$35K +$25.8K +486 +306%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$34K -$2.07K -39 -6%
AAP
79
Arax Advisory Partners
Colorado
$33K
IFS
80
Intelligent Financial Strategies
Minnesota
$31K
AA
81
Addison Advisors
Vermont
$30K
BA
82
Bivin & Associates
Oklahoma
$27K +$956 +18 +4%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$26K
GT
84
Glenmede Trust
Pennsylvania
$25K
TWA
85
TCI Wealth Advisors
Arizona
$24K
OIA
86
Optimum Investment Advisors
Illinois
$23K
SWA
87
SOA Wealth Advisors
New York
$22K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$20K
ZIG
89
Zullo Investment Group
Pennsylvania
$17K -$25K -471 -60%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$16K
KFI
91
Key Financial Inc
Pennsylvania
$15K +$7.01K +132 +94%
PP
92
PFS Partners
New Jersey
$10.5K
HNB
93
Huntington National Bank
Ohio
$10K
IA
94
IFP Advisors
Florida
$10K
KIG
95
Kessler Investment Group
Indiana
$10K +$10.2K +192 New
Jones Financial Companies
96
Jones Financial Companies
Missouri
$10K +$10.4K +195 New
FFA
97
Founders Financial Alliance
North Carolina
$8K
CIAS
98
Capital Investment Advisory Services
North Carolina
$8K +$7.96K +150 New
BWA
99
BDO Wealth Advisors
Florida
$7K
HWMA
100
Heritage Wealth Management (Arizona)
Arizona
$7K +$7.33K +138 New

PSCH Hedge Fund Activity: Q1 2022 in Review

104 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2022, worth a combined $95.4M — down 21% from $120M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PSCH and 13 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 14 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.88M. The largest seller was Wells Fargo, cutting an estimated $5.18M.

  • 104 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2022, down from 107 in Q4 2021.
  • Funds reported $95.4M of Invesco S&P SmallCap Health Care ETF stock for Q1 2022, down 21% quarter-over-quarter.
  • 13 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2022 and 14 closed out, a net change of -1 holder.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2022 was Cambridge Investment Research Advisors, an estimated $3.88M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2022 was Wells Fargo, an estimated $5.18M sold.

Based on aggregated 13F filings for Q1 2022.