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Invesco S&P SmallCap Health Care ETF
PSCH

103 hedge funds and large institutions have $127M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

13% more capital invested

Capital invested by funds: $112M → $127M (+$14.6M)

11% more funds holding

Funds holding: 93 → 103 (+10)

4.81% more ownership

Funds ownership: 65.76% → 70.57% (+4.8%)

Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
30
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$3.66M
2
MIG
McGuire Investment Group
Rhode Island
+$2.49M
3
Wells Fargo
Wells Fargo
California
+$1.49M
4
LPL Financial
LPL Financial
California
+$1.36M
5
AFP
Ausdal Financial Partners
Iowa
+$681K

Top Sellers

1
CCP
Cardan Capital Partners
Colorado
-$2.5M
2
Bank of America
Bank of America
North Carolina
-$875K
3
CI
Ceera Investments
Texas
-$788K
4
Creative Planning
Creative Planning
Kansas
-$624K
5
Citadel Advisors
Citadel Advisors
Florida
-$546K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$20.2M +$1.49M +23,946 +8%
LPL Financial
2
LPL Financial
California
$13.8M +$1.36M +21,882 +11%
Morgan Stanley
3
Morgan Stanley
New York
$12.6M -$45K -723 -0.4%
Bank of America
4
Bank of America
North Carolina
$6.24M -$875K -14,061 -13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.33M +$144K +2,310 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.75M +$12K +192 +0.3%
FTUS
7
Flow Traders U.S.
New York
$3.79M +$3.66M +58,740 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.33M +$360K +5,787 +13%
UBS Group
9
UBS Group
Switzerland
$2.96M -$93.8K -1,506 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.81M +$316K +5,082 +13%
MIG
11
McGuire Investment Group
Rhode Island
$2.58M +$2.49M +40,017 New
IA
12
Insight Advisors
Pennsylvania
$2.48M +$63.5K +1,020 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.42M +$147K +2,358 +7%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.38M +$108K +1,737 +5%
PA
15
PFG Advisors
Arizona
$2.35M +$127K +2,043 +6%
JWM
16
Jackson Wealth Management
Florida
$2.16M -$46.3K -744 -2%
AI
17
Atria Investments
North Carolina
$2.06M +$69.8K +1,122 +4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.91M +$209K +3,360 +13%
Ameriprise
19
Ameriprise
Minnesota
$1.76M +$288K +4,620 +20%
MBT
20
Montecito Bank & Trust
California
$1.67M -$14K -225 -0.9%
Creative Planning
21
Creative Planning
Kansas
$1.55M -$624K -10,023 -30%
RJA
22
Raymond James & Associates
Florida
$1.52M +$182K +2,928 +14%
SIM
23
Seaview Investment Managers
Florida
$1.27M +$358K +5,751 +41%
FI
24
Financial Insights
Washington
$1.22M +$118K +1,890 New
MML Investors Services
25
MML Investors Services
Massachusetts
$1.1M +$98.8K +1,587 +10%
1
2 3 4 5

PSCH Hedge Fund Activity: Q2 2021 in Review

103 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q2 2021, worth a combined $127M — up 13% from $112M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSCH positions and 9 closed out — a net gain of 10 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.66M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $2.5M sold.

  • 103 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q2 2021, up from 93 in Q1 2021.
  • Funds reported $127M of Invesco S&P SmallCap Health Care ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 19 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q2 2021 and 9 closed out, a net change of +10 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q2 2021 was Flow Traders U.S., an estimated $3.66M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q2 2021 was Cardan Capital Partners, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2021.