Invesco S&P SmallCap Health Care ETF
PSCH
81 hedge funds and large institutions have $52.9M invested in Invesco S&P SmallCap Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
4% more funds holding
Funds holding: 78 → 81 (+3)
0.24% more ownership
Funds ownership: 23.9% → 24.14% (+0.24%)
2% less capital invested
Capital invested by funds: $53.9M → $52.9M (-$929K)
60% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 30
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.47M |
| 2 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
+$1.51M |
| 3 |
Morgan Stanley
New York
|
+$1.18M |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$835K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$526K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$4.56M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$707K |
| 3 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$671K |
| 4 |
VF
Virtu Financial
New York
|
-$627K |
| 5 |
JP Morgan Chase
New York
|
-$615K |
PSCH Hedge Fund Activity: Q1 2024 in Review
81 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2024, worth a combined $52.9M — down 1.7% from $53.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PSCH positions and 11 closed out — a net gain of 3 holders — while 12 added to existing stakes and 30 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.47M. The largest seller was WBI Investments, cutting an estimated $4.56M.
- 81 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2024, up from 78 in Q4 2023.
- Funds reported $52.9M of Invesco S&P SmallCap Health Care ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
- 14 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2024 and 11 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2024 was LPL Financial, an estimated $2.47M added.
- The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2024 was WBI Investments, an estimated $4.56M sold.
Based on aggregated 13F filings for Q1 2024.