Invesco S&P SmallCap Health Care ETF
PSCH
117 hedge funds and large institutions have $360M invested in Invesco S&P SmallCap Health Care ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 3 closing their positions.
1,233% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 3
153% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 15
66% more call options, than puts
Call options by funds: $1.85M | Put options by funds: $1.11M
54% more capital invested
Capital invested by funds: $235M → $360M (+$126M)
44% more funds holding
Funds holding: 81 → 117 (+36)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14.22% less ownership
Funds ownership: 92.86% → 78.63% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$12.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.78M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$8.08M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$7.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.93M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.61M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$2.15M |
| 4 |
NAM
NTV Asset Management
Charleston,
West Virginia
|
-$669K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$630K |
PSCH Hedge Fund Activity: Q3 2018 in Review
117 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2018, worth a combined $360M — up 54% from $235M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new PSCH positions and 3 closed out — a net gain of 37 holders — while 38 added to existing stakes and 15 trimmed.
The largest buyer was Wells Fargo, adding an estimated $12.6M. The largest seller was Envestnet Asset Management, cutting an estimated $3.93M.
- 117 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2018, up from 81 in Q2 2018.
- Funds reported $360M of Invesco S&P SmallCap Health Care ETF stock for Q3 2018, up 54% quarter-over-quarter.
- 40 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2018 and 3 closed out, a net change of +37 holders.
- The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2018 was Wells Fargo, an estimated $12.6M added.
- The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $3.93M sold.
Based on aggregated 13F filings for Q3 2018.