Invesco S&P SmallCap Health Care ETF
PSCH
78 hedge funds and large institutions have $53.9M invested in Invesco S&P SmallCap Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
7% more capital invested
Capital invested by funds: $50.4M → $53.9M (+$3.43M)
4% more funds holding
Funds holding: 75 → 78 (+3)
1.1% more ownership
Funds ownership: 22.79% → 23.9% (+1.1%)
52% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.78M |
| 2 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$883K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$468K |
| 4 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$462K |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$448K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.78M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.02M |
| 3 |
MFG
Magnus Financial Group
New York
|
-$682K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$668K |
| 5 |
LPL Financial
San Diego,
California
|
-$663K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HGERS
76
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $4K | – | – | – |
|
|
S
77
SignatureFD
Atlanta,
Georgia
| $3.6K | – | – | – |
|
|
GI
78
Gradient Investments
Arden Hills,
Minnesota
| $2.98K | +$38 | +1 | +1% |
|
|
HNB
79
Huntington National Bank
Columbus,
Ohio
| $43 | – | – | – |
|
|
MFG
80
Magnus Financial Group
New York
| – | -$682K | -18,150 | Closed |
|
|
SG
81
StoneX Group
New York
| – | -$269K | -7,151 | Closed |
|
82
Prudential Financial
Newark,
New Jersey
| – | -$221K | -5,878 | Closed |
|
|
KIG
83
Kessler Investment Group
Columbus,
Indiana
| – | -$12.6K | -335 | Closed |
|
|
RIA
84
Realta Investment Advisors
Wilmington,
Delaware
| – | -$24.1K | -181 | Closed |
|
85
First Manhattan
New York
| – | -$4.96K | -132 | Closed |
|
PSCH Hedge Fund Activity: Q4 2023 in Review
78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2023, worth a combined $53.9M — up 6.8% from $50.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PSCH positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.78M. The largest seller was Wells Fargo, cutting an estimated $3.78M.
- 78 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2023, up from 75 in Q3 2023.
- Funds reported $53.9M of Invesco S&P SmallCap Health Care ETF stock for Q4 2023, up 6.8% quarter-over-quarter.
- 9 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2023 and 6 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.78M added.
- The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2023 was Wells Fargo, an estimated $3.78M sold.
Based on aggregated 13F filings for Q4 2023.