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Invesco S&P SmallCap Health Care ETF
PSCH

81 hedge funds and large institutions have $52.9M invested in Invesco S&P SmallCap Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

4% more funds holding

Funds holding: 78 → 81 (+3)

0.24% more ownership

Funds ownership: 23.9% → 24.14% (+0.24%)

2% less capital invested

Capital invested by funds: $53.9M → $52.9M (-$929K)

60% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
12
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.47M
2
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$1.51M
3
Morgan Stanley
Morgan Stanley
New York
+$1.18M
4
CCFM
Clear Creek Financial Management
Washington
+$835K
5
IWM
IHT Wealth Management
Illinois
+$526K

Top Sellers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
-$4.56M
2
GIA
Gladstone Institutional Advisory
Florida
-$707K
3
OWA
Octavia Wealth Advisors
Ohio
-$671K
4
VF
Virtu Financial
New York
-$627K
5
JP Morgan Chase
JP Morgan Chase
New York
-$615K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
76
GAMMA Investing
California
$5.25K +$5.09K +120 New
HGERS
77
Householder Group Estate & Retirement Specialist
Arizona
$4.99K – – –
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$4.68K +$4.59K +108 New
US Bancorp
79
US Bancorp
Minnesota
$4.33K – – –
AWM
80
Avior Wealth Management
Nebraska
$4.33K +$4.2K +99 New
HNB
81
Huntington National Bank
Ohio
$44 – – –
GI
82
Gradient Investments
Minnesota
$31 -$2.93K -69 -99%
OWA
83
Octavia Wealth Advisors
Ohio
– -$671K -23,462 Closed
GIA
84
Gladstone Institutional Advisory
Florida
– -$707K -16,518 Closed
FTUS
85
Flow Traders U.S.
New York
– -$533K -12,450 Closed
FFS
86
Founders Financial Securities
Maryland
– -$525K -12,276 Closed
Bessemer Group
87
Bessemer Group
New Jersey
– -$32K -750 Closed
BFEC
88
Benjamin F. Edwards & Company
Missouri
– -$28K -650 Closed
FA
89
Faithward Advisors
Pennsylvania
– -$19.2K -471 Closed
NMG
90
New Millennium Group
Utah
– -$12.8K -300 Closed
ASN
91
Advisory Services Network
Georgia
– -$10.3K -240 Closed
SIS
92
Sound Income Strategies
Florida
– -$7.06K -165 Closed
S
93
SignatureFD
Georgia
– -$3.6K -84 Closed
1 2 3
4

PSCH Hedge Fund Activity: Q1 2024 in Review

81 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2024, worth a combined $52.9M — down 1.7% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSCH positions and 11 closed out — a net gain of 3 holders — while 12 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.47M. The largest seller was WBI Investments, cutting an estimated $4.56M.

  • 81 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2024, up from 78 in Q4 2023.
  • Funds reported $52.9M of Invesco S&P SmallCap Health Care ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2024 and 11 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2024 was LPL Financial, an estimated $2.47M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2024 was WBI Investments, an estimated $4.56M sold.

Based on aggregated 13F filings for Q1 2024.