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Invesco S&P SmallCap Health Care ETF
PSCH

98 hedge funds and large institutions have $119M invested in Invesco S&P SmallCap Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% more ownership

Funds ownership: 70.57% → 73.08% (+2.5%)

5% less funds holding

Funds holding: 103 → 98 (-5)

6% less capital invested

Capital invested by funds: $127M → $119M (-$7.37M)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
25
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
Ceera Investments
Texas
+$931K
2
CC
Cypress Capital
Tennessee
+$859K
3
TRCT
Tower Research Capital (TRC)
New York
+$839K
4
LPL Financial
LPL Financial
California
+$838K
5
Ameriprise
Ameriprise
Minnesota
+$732K

Top Sellers

1
IA
Insight Advisors
Pennsylvania
-$2.48M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.46M
3
SIM
Seaview Investment Managers
Florida
-$1.27M
4
FI
Financial Insights
Washington
-$1.22M
5
Citadel Advisors
Citadel Advisors
Florida
-$627K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$18.4M -$625K -9,984 -3%
LPL Financial
2
LPL Financial
California
$13.8M +$838K +13,392 +6%
Morgan Stanley
3
Morgan Stanley
New York
$12M +$125K +2,001 +1%
Bank of America
4
Bank of America
North Carolina
$5.95M +$77.6K +1,239 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.89M -$130K -2,082 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.75M +$284K +4,542 +6%
PSF
7
Pacific Sun Financial
California
$4.23M +$4.35M +69,480 New
FTUS
8
Flow Traders U.S.
New York
$3.52M -$52K -831 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.06M -$75.3K -1,203 -2%
UBS Group
10
UBS Group
Switzerland
$3M +$212K +3,381 +7%
MIG
11
McGuire Investment Group
Rhode Island
$2.63M +$197K +3,153 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.59M -$57.1K -912 -2%
Ameriprise
13
Ameriprise
Minnesota
$2.37M +$732K +11,694 +43%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.24M +$3K +48 +0.1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.15M -$133K -2,127 -6%
RJA
16
Raymond James & Associates
Florida
$2.14M +$730K +11,664 +50%
AI
17
Atria Investments
North Carolina
$2.07M +$136K +2,172 +7%
PA
18
PFG Advisors
Arizona
$1.97M -$258K -4,116 -11%
TRCT
19
Tower Research Capital (TRC)
New York
$1.72M +$839K +13,407 +90%
MBT
20
Montecito Bank & Trust
California
$1.57M – – –
Creative Planning
21
Creative Planning
Kansas
$1.4M -$61.8K -987 -4%
AFP
22
Ausdal Financial Partners
Iowa
$1.34M +$691K +11,034 +101%
AWA
23
Acorn Wealth Advisors
Michigan
$1.2M +$168K +2,688 +16%
ST
24
Spinnaker Trust
Maine
$1.02M +$29.5K +471 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$912K -$9.39K -150 -1%
1
2 3 4 5

PSCH Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2021, worth a combined $119M — down 5.8% from $127M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PSCH and 8 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 25 added.

The largest buyer was Ceera Investments, opening a new position worth an estimated $931K. The largest seller was Insight Advisors, exiting entirely with an estimated $2.48M sold.

  • 98 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2021, down from 103 in Q2 2021.
  • Funds reported $119M of Invesco S&P SmallCap Health Care ETF stock for Q3 2021, down 5.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2021 was Ceera Investments, an estimated $931K added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2021 was Insight Advisors, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2021.