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Invesco S&P SmallCap Health Care ETF

79 hedge funds and large institutions have $37.4M invested in Invesco S&P SmallCap Health Care ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding

Funds holding: 7979 (0)

0.17% less ownership

Funds ownership: 21.14%20.97% (-0.17%)

11% less capital invested

Capital invested by funds: $42M → $37.4M (-$4.61M)

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
21
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$4.54M +$443K +9,704 +10%
Wells Fargo
2
Wells Fargo
California
$3.88M +$193K +4,233 +5%
Morgan Stanley
3
Morgan Stanley
New York
$3.87M -$464K -10,165 -10%
LPL Financial
4
LPL Financial
California
$2.48M +$24.1K +529 +1%
PSF
5
Pacific Sun Financial
California
$2.27M -$108K -2,359 -4%
UBS Group
6
UBS Group
Switzerland
$1.37M +$71.8K +1,573 +5%
MWM
7
MGB Wealth Management
Texas
$1.2M +$46 +1 +0%
Bank of America
8
Bank of America
North Carolina
$1.15M -$106K -2,320 -8%
MBT
9
Montecito Bank & Trust
California
$1.1M -$4.56K -100 -0.4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.08M -$324K -7,096 -23%
CFP
11
Cascade Financial Partners
California
$855K -$11.4K -250 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$795K -$266K -5,834 -25%
MIG
13
McGuire Investment Group
Rhode Island
$779K -$404K -8,854 -33%
Ameriprise
14
Ameriprise
Minnesota
$772K +$64.3K +1,408 +9%
Raymond James Financial
15
Raymond James Financial
Florida
$766K +$789K +17,290 New
IWM
16
IHT Wealth Management
Illinois
$716K -$41.3K -905 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$642K +$136K +2,981 +26%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$592K +$58.2K +1,276 +11%
CCFM
19
Clear Creek Financial Management
Washington
$558K -$298K -6,528 -34%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$524K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$499K -$44K -965 -8%
TRCT
22
Tower Research Capital (TRC)
New York
$467K -$357K -7,816 -43%
MHFA
23
Mission Hills Financial Advisory
California
$402K +$4.52K +99 +1%
FTUS
24
Flow Traders U.S.
New York
$389K +$401K +8,789 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$373K -$485K -10,630 -56%

PSCH Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q4 2024, worth a combined $37.4M — down 11% from $42M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PSCH positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was WBI Investments, adding an estimated $443K. The largest seller was Virtu Financial, exiting entirely with an estimated $650K sold.

  • 79 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $37.4M of Invesco S&P SmallCap Health Care ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q4 2024 and 9 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q4 2024 was WBI Investments, an estimated $443K added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q4 2024 was Virtu Financial, an estimated $650K sold.

Based on aggregated 13F filings for Q4 2024.