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Invesco S&P SmallCap Health Care ETF
PSCH

107 hedge funds and large institutions have $120M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

9% more funds holding

Funds holding: 98 → 107 (+9)

1.87% more ownership

Funds ownership: 73.08% → 74.95% (+1.9%)

1% more capital invested

Capital invested by funds: $119M → $120M (+$731K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

25% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 28

Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
21
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
Insight Advisors
Pennsylvania
+$2.58M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.55M
3
CAN
Cetera Advisor Networks
California
+$1.22M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.08M
5
LPL Financial
LPL Financial
California
+$867K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.87M
2
FTUS
Flow Traders U.S.
New York
-$1.59M
3
PA
PFG Advisors
Arizona
-$1.34M
4
Morgan Stanley
Morgan Stanley
New York
-$1.16M
5
AWA
Acorn Wealth Advisors
Michigan
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
101
Huntington National Bank
Ohio
$8K – – –
KFI
102
Key Financial Inc
Pennsylvania
$8K – – –
SFM
103
Signet Financial Management
New Jersey
$5K +$4.86K +81 New
1IA
104
1834 Investment Advisors
Wisconsin
$3K -$31.5K -525 -90%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$3K – – –
BWM
106
Baystate Wealth Management
Massachusetts
$2K – – –
GWSG
107
GPS Wealth Strategies Group
Colorado
$1K – – –
CP
108
Castleview Partners
Texas
$2 +$64.6K +1,077 New
JWM
109
Jackson Wealth Management
Florida
– -$16K -33,183 Closed
JIP
110
Jaffetilchin Investment Partners
Florida
– -$523K -8,598 Closed
Citadel Advisors
111
Citadel Advisors
Florida
– -$217K -3,564 Closed
CFA
112
Cahill Financial Advisors
Minnesota
– -$149K -2,448 Closed
GWM
113
Geneos Wealth Management
Colorado
– -$108K -1,764 Closed
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
– -$44.2K -726 Closed
Barclays
115
Barclays
United Kingdom
– -$23K -384 Closed
AWA
116
Arkadios Wealth Advisors
Georgia
– -$10K -168 Closed
1 2 3 4
5

PSCH Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2021, worth a combined $120M — up 0.61% from $119M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSCH positions and 8 closed out — a net gain of 12 holders — while 21 added to existing stakes and 28 trimmed.

The largest buyer was Insight Advisors, opening a new position worth an estimated $2.58M. The largest seller was Osaic Holdings, cutting an estimated $1.87M.

  • 107 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2021, up from 98 in Q3 2021.
  • Funds reported $120M of Invesco S&P SmallCap Health Care ETF stock for Q4 2021, up 0.61% quarter-over-quarter.
  • 20 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2021 and 8 closed out, a net change of +12 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2021 was Insight Advisors, an estimated $2.58M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2021 was Osaic Holdings, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2021.