Invesco S&P SmallCap Health Care ETF
PSCH
94 hedge funds and large institutions have $79.6M invested in Invesco S&P SmallCap Health Care ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 17 closing their positions.
1.91% more ownership
Funds ownership: 70.17% → 72.08% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less funds holding
Funds holding: 104 → 94 (-10)
17% less capital invested
Capital invested by funds: $95.4M → $79.6M (-$15.8M)
38% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 32
59% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$3.08M |
| 2 |
MIG
McGuire Investment Group
Wakefield,
Rhode Island
|
+$2.14M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.73M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.24M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.77M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.55M |
| 4 |
Morgan Stanley
New York
|
-$1.16M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
-$995K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIC
101
Meridian Investment Counsel
Lafayette,
California
| – | -$210K | -3,909 | Closed |
|
|
KAS
102
Kestra Advisory Services
Austin,
Texas
| – | -$207K | -3,861 | Closed |
|
|
FT
103
Fiduciary Trust
Boston,
Massachusetts
| – | -$205K | -3,825 | Closed |
|
|
SAS
104
Stelac Advisory Services
New York
| – | -$128K | -2,382 | Closed |
|
|
EWA
105
EP Wealth Advisors
Torrance,
California
| – | -$103K | -1,911 | Closed |
|
|
MIM
106
MTM Investment Management
Spartanburg,
South Carolina
| – | -$95K | -1,764 | Closed |
|
|
MCC
107
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$94K | -1,743 | Closed |
|
|
SCA
108
Sandy Cove Advisors
Hingham,
Massachusetts
| – | -$59K | -1,095 | Closed |
|
109
Koshinski Asset Management
Decatur,
Illinois
| – | -$39K | -726 | Closed |
|
|
IFS
110
Intelligent Financial Strategies
Excelsior,
Minnesota
| – | -$31K | -582 | Closed |
|
|
FFA
111
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$8K | -147 | Closed |
|
|
1IA
112
1834 Investment Advisors
Milwaukee,
Wisconsin
| – | -$3K | -57 | Closed |
|
PSCH Hedge Fund Activity: Q2 2022 in Review
94 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q2 2022, worth a combined $79.6M — down 17% from $95.4M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of PSCH and 7 opened new positions — a net loss of 10 holders — while 32 trimmed existing stakes and 20 added.
The largest buyer was WBI Investments, opening a new position worth an estimated $3.08M. The largest seller was Commonwealth Equity Services, cutting an estimated $2M.
- 94 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q2 2022, down from 104 in Q1 2022.
- Funds reported $79.6M of Invesco S&P SmallCap Health Care ETF stock for Q2 2022, down 17% quarter-over-quarter.
- 7 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q2 2022 and 17 closed out, a net change of -10 holders.
- The largest Invesco S&P SmallCap Health Care ETF buyer in Q2 2022 was WBI Investments, an estimated $3.08M added.
- The largest Invesco S&P SmallCap Health Care ETF seller in Q2 2022 was Commonwealth Equity Services, an estimated $2M sold.
Based on aggregated 13F filings for Q2 2022.