Invesco S&P SmallCap Health Care ETF
PSCH
98 hedge funds and large institutions have $119M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 10 closing their positions.
2.51% more ownership
Funds ownership: 70.57% → 73.08% (+2.5%)
5% less funds holding
Funds holding: 103 → 98 (-5)
6% less capital invested
Capital invested by funds: $127M → $119M (-$7.37M)
14% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 29
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Ceera Investments
Bellaire,
Texas
|
+$931K |
| 2 |
CC
Cypress Capital
Franklin,
Tennessee
|
+$859K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$839K |
| 4 |
LPL Financial
San Diego,
California
|
+$838K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$732K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$2.48M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.46M |
| 3 |
SIM
Seaview Investment Managers
Miami,
Florida
|
-$1.27M |
| 4 |
FI
Financial Insights
Tacoma,
Washington
|
-$1.22M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$627K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Neuberger Berman Group
New York
| – | -$345K | -5,340 | Closed |
|
|
CA
102
Cornerstone Advisory
Hunt Valley,
Maryland
| – | -$201K | -3,105 | Closed |
|
|
EBSAM
103
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| – | -$148K | -2,415 | Closed |
|
|
FI
104
Financial Insights
Tacoma,
Washington
| – | -$1.22M | -1,890 | Closed |
|
105
Citigroup
New York
| – | -$42K | -645 | Closed |
|
|
ASN
106
Advisory Services Network
Atlanta,
Georgia
| – | -$16K | -240 | Closed |
|
|
CIAS
107
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$10K | -150 | Closed |
|
|
CFB
108
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$1K | -21 | Closed |
|
PSCH Hedge Fund Activity: Q3 2021 in Review
98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2021, worth a combined $119M — down 5.8% from $127M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PSCH and 8 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 25 added.
The largest buyer was Ceera Investments, opening a new position worth an estimated $931K. The largest seller was Insight Advisors, exiting entirely with an estimated $2.48M sold.
- 98 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2021, down from 103 in Q2 2021.
- Funds reported $119M of Invesco S&P SmallCap Health Care ETF stock for Q3 2021, down 5.8% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2021 and 10 closed out, a net change of -2 holders.
- The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2021 was Ceera Investments, an estimated $931K added.
- The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2021 was Insight Advisors, an estimated $2.48M sold.
Based on aggregated 13F filings for Q3 2021.