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Invesco S&P SmallCap Health Care ETF
PSCH

104 hedge funds and large institutions have $95.4M invested in Invesco S&P SmallCap Health Care ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 107 → 104 (-3)

4.78% less ownership

Funds ownership: 74.95% → 70.17% (-4.8%)

21% less capital invested

Capital invested by funds: $120M → $95.4M (-$24.7M)

63% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 38

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
14
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.88M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.53M
3
MFG
Magnus Financial Group
New York
+$1M
4
GIA
Gladstone Institutional Advisory
Florida
+$481K
5
FFN
Focus Financial Network
Minnesota
+$476K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.18M
2
Morgan Stanley
Morgan Stanley
New York
-$2.76M
3
MIG
McGuire Investment Group
Rhode Island
-$2.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.19M
5
ST
Spinnaker Trust
Maine
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$13.2M +$257K +4,833 +2%
Wells Fargo
2
Wells Fargo
California
$10.7M -$5.18M -97,626 -33%
Morgan Stanley
3
Morgan Stanley
New York
$6.78M -$2.76M -51,912 -29%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.73M +$3.88M +73,014 +481%
Bank of America
5
Bank of America
North Carolina
$4.28M -$667K -12,552 -14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.11M -$190K -3,573 -4%
PSF
7
Pacific Sun Financial
California
$3.98M +$148K +2,793 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.76M -$322K -6,060 -11%
UBS Group
9
UBS Group
Switzerland
$2.5M -$31.5K -594 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.5M +$81.6K +1,536 +3%
AI
11
Atria Investments
North Carolina
$2.15M +$30.3K +570 +1%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.05M -$9.4K -177 -0.5%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.96M -$623K -11,739 -25%
FTUS
14
Flow Traders U.S.
New York
$1.64M -$47.2K -888 -3%
Citadel Advisors
15
Citadel Advisors
Florida
$1.55M +$1.53M +28,872 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.53M -$180K -3,384 -11%
Ameriprise
17
Ameriprise
Minnesota
$1.46M -$395K -7,443 -21%
AFP
18
Ausdal Financial Partners
Iowa
$1.42M +$146K +2,754 +12%
MBT
19
Montecito Bank & Trust
California
$1.39M – – –
IA
20
Insight Advisors
Pennsylvania
$1.35M -$946K -17,817 -41%
TRCT
21
Tower Research Capital (TRC)
New York
$1.23M -$201K -3,780 -14%
Creative Planning
22
Creative Planning
Kansas
$1.21M – – –
CAN
23
Cetera Advisor Networks
California
$1.08M -$14K -264 -1%
RJA
24
Raymond James & Associates
Florida
$1.07M -$731K -13,758 -41%
MFG
25
Magnus Financial Group
New York
$1.01M +$1M +18,864 New
1
2 3 4 5

PSCH Hedge Fund Activity: Q1 2022 in Review

104 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2022, worth a combined $95.4M — down 21% from $120M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PSCH and 13 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 14 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.88M. The largest seller was Wells Fargo, cutting an estimated $5.18M.

  • 104 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2022, down from 107 in Q4 2021.
  • Funds reported $95.4M of Invesco S&P SmallCap Health Care ETF stock for Q1 2022, down 21% quarter-over-quarter.
  • 13 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2022 and 14 closed out, a net change of -1 holder.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2022 was Cambridge Investment Research Advisors, an estimated $3.88M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2022 was Wells Fargo, an estimated $5.18M sold.

Based on aggregated 13F filings for Q1 2022.