We are live on ! Find out more
PSCH icon

Invesco S&P SmallCap Health Care ETF

79 hedge funds and large institutions have $42M invested in Invesco S&P SmallCap Health Care ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 7979 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

4% less capital invested

Capital invested by funds: $43.7M → $42M (-$1.65M)

1.12% less ownership

Funds ownership: 22.26%21.14% (-1.1%)

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.5M -$1.04M -23,072 -19%
WI
2
WBI Investments
New Jersey
$4.28M +$68.9K +1,521 +2%
Wells Fargo
3
Wells Fargo
California
$3.85M -$266K -5,882 -7%
LPL Financial
4
LPL Financial
California
$2.56M -$2.39M -52,700 -49%
PSF
5
Pacific Sun Financial
California
$2.47M -$61.3K -1,355 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.45M -$108K -2,383 -7%
UBS Group
7
UBS Group
Switzerland
$1.36M -$99K -2,187 -7%
Bank of America
8
Bank of America
North Carolina
$1.31M -$92.9K -2,053 -7%
MWM
9
MGB Wealth Management
Texas
$1.25M -$45 -1 -0%
MIG
10
McGuire Investment Group
Rhode Island
$1.22M -$29.4K -650 -2%
MBT
11
Montecito Bank & Trust
California
$1.15M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.1M +$28.1K +621 +3%
CCFM
13
Clear Creek Financial Management
Washington
$883K +$634 +14 +0.1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$879K +$862K +19,045 New
CFP
15
Cascade Financial Partners
California
$870K
TRCT
16
Tower Research Capital (TRC)
New York
$848K -$522K -11,531 -39%
IWM
17
IHT Wealth Management
Illinois
$788K +$148K +3,277 +24%
Ameriprise
18
Ameriprise
Minnesota
$740K -$2.99K -66 -0.4%
VF
19
Virtu Financial
New York
$650K -$1.2M -26,494 -65%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$646K -$72.4K -1,600 -10%
Jane Street
21
Jane Street
New York
$592K +$581K +12,828 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$564K +$71.6K +1,582 +15%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$552K +$102K +2,258 +23%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$546K -$3.4K -75 -0.6%
Citadel Advisors
25
Citadel Advisors
Florida
$532K +$522K +11,521 New

PSCH Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q3 2024, worth a combined $42M — down 3.8% from $43.7M a quarter earlier.

Fund positioning in PSCH was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 13 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $862K. The largest seller was LPL Financial, cutting an estimated $2.39M.

  • 79 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $42M of Invesco S&P SmallCap Health Care ETF stock for Q3 2024, down 3.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q3 2024 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $862K added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q3 2024 was LPL Financial, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2024.