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Invesco S&P SmallCap Health Care ETF
PSCH

Overview Fund Activity

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.

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
12
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.14M
3
CCFM
3
Clear Creek Financial Management
Washington
$860K
4
CFP
4
Cascade Financial Partners
California
$843K
5
TCMP
5
Thrive Capital Management (Pennsylvania)
Pennsylvania
$633K

Top Sellers

1
WI
1
WBI Investments
New Jersey
$3.98M
2
GIA
2
Gladstone Institutional Advisory
Florida
$0
3
OWA
3
Octavia Wealth Advisors
Ohio
$0
4
VF
4
Virtu Financial
New York
$357K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.14M 186,194 +27,702 +17%
LPL Financial
2
LPL Financial
California
$5.51M 125,974 +58,144 +86%
Wells Fargo
3
Wells Fargo
California
$4.2M 95,974 -907 -0.9%
WI
4
WBI Investments
New Jersey
$3.98M 91,081 -107,321 -54%
PSF
5
Pacific Sun Financial
California
$2.56M 58,583 -2,395 -4%
Bank of America
6
Bank of America
North Carolina
$1.63M 37,248 -6,738 -15%
UBS Group
7
UBS Group
Switzerland
$1.46M 33,360 +2,111 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.33M 30,513 -1,107 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.31M 30,023 -6,781 -18%
MIG
10
McGuire Investment Group
Rhode Island
$1.23M 28,232 -6,702 -19%
AFP
11
Ausdal Financial Partners
Iowa
$1.21M 27,743 +23 +0.1%
TRCT
12
Tower Research Capital (TRC)
New York
$1.21M 27,600 +11,081 +67%
MWM
13
MGB Wealth Management
Texas
$1.18M 27,022 +1 +0%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.16M 26,620 -14,496 -35%
MBT
15
Montecito Bank & Trust
California
$1.1M 25,035 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$947K 21,652 -5,151 -19%
Ameriprise
17
Ameriprise
Minnesota
$890K 20,352 -143 -0.7%
CCFM
18
Clear Creek Financial Management
Washington
$860K 19,664 +19,664 New
Citadel Advisors
19
Citadel Advisors
Florida
$846K 19,336 -5,174 -21%
CFP
20
Cascade Financial Partners
California
$843K 20,352 +20,352 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$754K 17,239 -3,186 -16%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$719K 16,435 +10,750 +189%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$653K 14,931 +2,659 +22%
TCMP
24
Thrive Capital Management (Pennsylvania)
Pennsylvania
$633K 35,490 +35,490 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$553K 12,639 -996 -7%
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