Invesco S&P SmallCap Health Care ETF
PSCH
78 hedge funds and large institutions have $50.5M invested in Invesco S&P SmallCap Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 32 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
4% more funds holding
Funds holding: 75 → 78 (+3)
0% more capital invested
Capital invested by funds: $50.4M → $50.5M (+$41.9K)
0.39% less ownership
Funds ownership: 22.79% → 22.4% (-0.39%)
56% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$883K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$468K |
| 3 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$462K |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$448K |
| 5 |
VF
Virtu Financial
New York
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.78M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.02M |
| 3 |
MFG
Magnus Financial Group
New York
|
-$682K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$668K |
| 5 |
LPL Financial
San Diego,
California
|
-$663K |
PSCH Hedge Fund Activity: Q4 2023 in Review
78 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2023, worth a combined $50.5M — up 0.08% from $50.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PSCH positions and 6 closed out — a net gain of 3 holders — while 14 added to existing stakes and 32 trimmed.
The largest buyer was Octavia Wealth Advisors, opening a new position worth an estimated $883K. The largest seller was Wells Fargo, cutting an estimated $3.78M.
- 78 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2023, up from 75 in Q3 2023.
- Funds reported $50.5M of Invesco S&P SmallCap Health Care ETF stock for Q4 2023, up 0.08% quarter-over-quarter.
- 9 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2023 and 6 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2023 was Octavia Wealth Advisors, an estimated $883K added.
- The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2023 was Wells Fargo, an estimated $3.78M sold.
Based on aggregated 13F filings for Q4 2023.