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Invesco S&P SmallCap Health Care ETF
PSCH

Overview Fund Activity

78 hedge funds and large institutions have $53.9M invested in Invesco S&P SmallCap Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
15
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.78M
2
MWM
2
MGB Wealth Management
Texas
$1.16M
3
OWA
3
Octavia Wealth Advisors
Ohio
$671K
4
FTUS
4
Flow Traders U.S.
New York
$533K
5
FFS
5
Founders Financial Securities
Maryland
$525K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.15M
2
Bank of America
2
Bank of America
North Carolina
$1.88M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$525K
4
LPL Financial
4
LPL Financial
California
$2.9M
5
MFG
5
Magnus Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WI
1
WBI Investments
New Jersey
$8.49M 198,402 +11,897 +6%
Morgan Stanley
2
Morgan Stanley
New York
$6.78M 158,492 +73,919 +87%
Wells Fargo
3
Wells Fargo
California
$4.15M 96,881 -100,514 -51%
LPL Financial
4
LPL Financial
California
$2.9M 67,830 -17,617 -21%
PSF
5
Pacific Sun Financial
California
$2.61M 60,978 -5,107 -8%
Bank of America
6
Bank of America
North Carolina
$1.88M 43,986 -27,035 -38%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.76M 41,116 -2,257 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.58M 36,804 -4,400 -11%
MIG
9
McGuire Investment Group
Rhode Island
$1.5M 34,934 -1,401 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.35M 31,620 -13,859 -30%
UBS Group
11
UBS Group
Switzerland
$1.34M 31,249 -2,813 -8%
AFP
12
Ausdal Financial Partners
Iowa
$1.19M 27,720 +3 +0%
MWM
13
MGB Wealth Management
Texas
$1.16M 27,021 +27,021 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.15M 26,803 +901 +3%
MBT
15
Montecito Bank & Trust
California
$1.07M 25,035 -306 -1%
Citadel Advisors
16
Citadel Advisors
Florida
$1.05M 24,510 -952 -4%
VF
17
Virtu Financial
New York
$981K 22,914 +8,031 +54%
Ameriprise
18
Ameriprise
Minnesota
$877K 20,495 -6,383 -24%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$874K 20,425 +778 +4%
CI
20
Ceera Investments
Texas
$743K 17,360 -669 -4%
TRCT
21
Tower Research Capital (TRC)
New York
$707K 16,519 +4,763 +41%
GIA
22
Gladstone Institutional Advisory
Florida
$707K 16,518 +3,190 +24%
OWA
23
Octavia Wealth Advisors
Ohio
$671K 23,462 +23,462 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$584K 13,635 -14,531 -52%
MML Investors Services
25
MML Investors Services
Massachusetts
$552K 12,896 -159 -1%
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