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Invesco S&P SmallCap Health Care ETF
PSCH

92 hedge funds and large institutions have $84.9M invested in Invesco S&P SmallCap Health Care ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $76.4M → $84.9M (+$8.51M)

7.1% more ownership

Funds ownership: 73.74% → 80.84% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 95 → 92 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

48% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 31

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
16
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$12.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.25M
3
TRCT
Tower Research Capital (TRC)
New York
+$938K
4
Ameriprise
Ameriprise
Minnesota
+$446K
5
Bank of America
Bank of America
North Carolina
+$338K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.01M
2
AI
Atria Investments
North Carolina
-$1.87M
3
LPL Financial
LPL Financial
California
-$1.41M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$672K
5
Jane Street
Jane Street
New York
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
76
Zullo Investment Group
Pennsylvania
$14K – – –
BBHC
77
Brown Brothers Harriman & Co
New York
$13.2K – – –
NMG
78
New Millennium Group
Utah
$13.2K – – –
MCC
79
Money Concepts Capital
Florida
$13.1K +$13.3K +297 New
HWMA
80
Heritage Wealth Management (Arizona)
Arizona
$12.1K +$6.2K +138 +100%
ASN
81
Advisory Services Network
Georgia
$10.6K +$10.8K +240 New
IA
82
IFP Advisors
Florida
$10K – – –
Jones Financial Companies
83
Jones Financial Companies
Missouri
$9K – – –
PP
84
PFS Partners
New Jersey
$8.58K – – –
CIAS
85
Capital Investment Advisory Services
North Carolina
$6.6K – – –
FFA
86
Founders Financial Alliance
North Carolina
$6.47K – – –
KFI
87
Key Financial Inc
Pennsylvania
$6.19K – – –
US Bancorp
88
US Bancorp
Minnesota
$4.36K – – –
HI
89
Harbour Investments
Wisconsin
$4.22K – – –
BWM
90
Baystate Wealth Management
Massachusetts
$2K – – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$1.98K – – –
HNB
92
Huntington National Bank
Ohio
$132 – – –
NA
93
NewEdge Advisors
Louisiana
$41 +$41.4K +921 New
FTUS
94
Flow Traders U.S.
New York
– -$2.01M -45,789 Closed
AI
95
Atria Investments
North Carolina
– -$1.87M -42,594 Closed
Jane Street
96
Jane Street
New York
– -$540K -12,309 Closed
PFA
97
Professional Financial Advisors
Nebraska
– -$62K -1,407 Closed
SWM
98
Selective Wealth Management
Virginia
– -$30K -675 Closed
AAP
99
Arax Advisory Partners
Colorado
– -$27K -624 Closed
HGERS
100
Householder Group Estate & Retirement Specialist
Arizona
– -$13K -312 Closed
1 2 3
4
5

PSCH Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2022, worth a combined $84.9M — up 11% from $76.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PSCH and 9 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 16 added.

The largest buyer was Gradient Investments, adding an estimated $12.6M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.01M sold.

  • 92 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2022, down from 95 in Q3 2022.
  • Funds reported $84.9M of Invesco S&P SmallCap Health Care ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 9 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2022 and 10 closed out, a net change of -1 holder.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2022 was Gradient Investments, an estimated $12.6M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2022 was Flow Traders U.S., an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2022.