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Invesco S&P SmallCap Health Care ETF

82 hedge funds and large institutions have $235M invested in Invesco S&P SmallCap Health Care ETF in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

98.58% more ownership

Funds ownership: 0%98.58% (+99%)

Holders
82
Holders Change
+82
Holders Change %
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
82
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$93.2M +$88.1M +2,175,942 New
Morgan Stanley
2
Morgan Stanley
New York
$18.5M +$17.5M +432,069 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M +$14.5M +359,118 New
UCFA
4
United Capital Financial Advisors
Texas
$13.8M +$13.1M +322,401 New
AI
5
Atria Investments
North Carolina
$8.08M +$7.64M +188,658 New
BCM
6
Barometer Capital Management
Ontario, Canada
$7.07M +$6.68M +165,000 New
Bank of America
7
Bank of America
North Carolina
$6.87M +$6.49M +160,314 New
UBS Group
8
UBS Group
Switzerland
$6.76M +$6.39M +157,893 New
RJA
9
Raymond James & Associates
Florida
$6.05M +$5.72M +141,231 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.45M +$5.15M +127,257 New
LPL Financial
11
LPL Financial
California
$4.93M +$4.66M +115,134 New
PS
12
Portfolio Strategies
New York
$4.09M +$3.87M +95,487 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.84M +$3.63M +89,724 New
AG
14
Advisor Group
Arizona
$3.48M +$3.29M +81,171 New
Ameriprise
15
Ameriprise
Minnesota
$2.7M +$2.55M +63,081 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.44M +$2.31M +57,066 New
CAS
17
Cue Advisory Services
Arizona
$2.25M +$2.13M +52,536 New
PSF
18
Pacific Sun Financial
California
$2.02M +$1.81M +44,676 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.78M +$1.69M +41,649 New
CIBC World Market
20
CIBC World Market
Ontario, Canada
$1.77M +$1.68M +41,421 New
Creative Planning
21
Creative Planning
Kansas
$1.56M +$1.48M +36,486 New
DADC
22
D.A. Davidson & Co
Montana
$1.55M +$1.47M +36,300 New
Citadel Advisors
23
Citadel Advisors
Florida
$1.45M +$1.37M +33,909 New
ST
24
Somerset Trust
Pennsylvania
$1.44M +$1.36M +33,645 New
ASN
25
Advisory Services Network
Georgia
$1.4M +$1.24M +30,711 New

PSCH Hedge Fund Activity: Q2 2018 in Review

82 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q2 2018, worth a combined $235M.

Buyers outnumbered sellers: 82 funds opened new PSCH positions and 0 closed out — a net gain of 82 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $88.1M.

  • 82 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q2 2018, up from 0 in Q1 2018.
  • Funds reported $235M of Invesco S&P SmallCap Health Care ETF stock for Q2 2018.
  • 82 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q2 2018 and 0 closed out, a net change of +82 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q2 2018 was Wells Fargo, an estimated $88.1M added.

Based on aggregated 13F filings for Q2 2018.