Invesco S&P SmallCap Health Care ETF
PSCH
103 hedge funds and large institutions have $127M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
58% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 19
13% more capital invested
Capital invested by funds: $112M → $127M (+$14.6M)
11% more funds holding
Funds holding: 93 → 103 (+10)
4.81% more ownership
Funds ownership: 65.76% → 70.57% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$3.66M |
| 2 |
MIG
McGuire Investment Group
Wakefield,
Rhode Island
|
+$2.49M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.49M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.36M |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$681K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$2.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$875K |
| 3 |
CI
Ceera Investments
Bellaire,
Texas
|
-$788K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$624K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$546K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
101
Baystate Wealth Management
Boston,
Massachusetts
| $3K | +$2.43K | +39 | New |
|
|
GWSG
102
GPS Wealth Strategies Group
Centennial,
Colorado
| $2K | – | – | – |
|
|
CFB
103
Cullen/Frost Bankers
San Antonio,
Texas
| $1K | – | – | – |
|
|
CCP
104
Cardan Capital Partners
Denver,
Colorado
| – | -$2.5M | -40,740 | Closed |
|
|
CI
105
Ceera Investments
Bellaire,
Texas
| – | -$788K | -12,858 | Closed |
|
106
HighTower Advisors
Chicago,
Illinois
| – | -$443K | -7,182 | Closed |
|
|
DAS
107
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$274K | -4,476 | Closed |
|
|
IWM
108
IHT Wealth Management
Chicago,
Illinois
| – | -$210K | -3,420 | Closed |
|
|
MA
109
MCF Advisors
Covington,
Kentucky
| – | -$23K | -375 | Closed |
|
|
MAM
110
Meeder Asset Management
Dublin,
Ohio
| – | -$13K | -219 | Closed |
|
|
CAC
111
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$8K | -138 | Closed |
|
|
ACM
112
Allred Capital Management
Dallas,
Texas
| – | -$4.97K | -81 | Closed |
|
PSCH Hedge Fund Activity: Q2 2021 in Review
103 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q2 2021, worth a combined $127M — up 13% from $112M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PSCH positions and 9 closed out — a net gain of 10 holders — while 30 added to existing stakes and 19 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.66M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $2.5M sold.
- 103 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q2 2021, up from 93 in Q1 2021.
- Funds reported $127M of Invesco S&P SmallCap Health Care ETF stock for Q2 2021, up 13% quarter-over-quarter.
- 19 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q2 2021 and 9 closed out, a net change of +10 holders.
- The largest Invesco S&P SmallCap Health Care ETF buyer in Q2 2021 was Flow Traders U.S., an estimated $3.66M added.
- The largest Invesco S&P SmallCap Health Care ETF seller in Q2 2021 was Cardan Capital Partners, an estimated $2.5M sold.
Based on aggregated 13F filings for Q2 2021.