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Invesco S&P SmallCap Health Care ETF

69 hedge funds and large institutions have $33.8M invested in Invesco S&P SmallCap Health Care ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% less ownership

Funds ownership: 20.97%20.75% (-0.21%)

10% less capital invested

Capital invested by funds: $37.4M → $33.8M (-$3.63M)

13% less funds holding

Funds holding: 7969 (-10)

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

69% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 13

Holders
69
Holders Change
-10
Holders Change %
-12.66%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.64M -$147K -3,255 -4%
Wells Fargo
2
Wells Fargo
California
$3.02M -$806K -17,887 -20%
LPL Financial
3
LPL Financial
California
$2.32M -$107K -2,385 -4%
WI
4
WBI Investments
New Jersey
$2.28M -$2.24M -49,735 -49%
PSF
5
Pacific Sun Financial
California
$2.11M -$113K -2,510 -5%
Ameriprise
6
Ameriprise
Minnesota
$1.61M +$890K +19,749 +113%
VF
7
Virtu Financial
New York
$1.58M +$1.64M +36,428 New
UBS Group
8
UBS Group
Switzerland
$1.39M +$54.5K +1,210 +4%
Bank of America
9
Bank of America
North Carolina
$1.07M -$57.1K -1,268 -5%
MWM
10
MGB Wealth Management
Texas
$1.07M -$101K -2,250 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.07M +$16.9K +374 +2%
MBT
12
Montecito Bank & Trust
California
$967K -$114K -2,538 -10%
TRCT
13
Tower Research Capital (TRC)
New York
$920K +$482K +10,703 +101%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$750K -$28.2K -625 -3%
MIG
15
McGuire Investment Group
Rhode Island
$749K -$13.3K -295 -2%
Raymond James Financial
16
Raymond James Financial
Florida
$723K -$26.3K -584 -3%
CFP
17
Cascade Financial Partners
California
$630K -$214K -4,750 -25%
IWM
18
IHT Wealth Management
Illinois
$617K -$86.4K -1,917 -12%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$506K -$57K -1,266 -9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$499K +$520K +11,535 New
CPIG
21
Chicago Partners Investment Group
Illinois
$477K +$541K +11,998 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$459K -$29.6K -658 -6%
MHFA
23
Mission Hills Financial Advisory
California
$397K +$4.6K +102 +1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$355K -$164K -3,639 -31%
ST
25
Somerset Trust
Pennsylvania
$337K

PSCH Hedge Fund Activity: Q1 2025 in Review

69 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q1 2025, worth a combined $33.8M — down 9.7% from $37.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PSCH and 4 opened new positions — a net loss of 9 holders — while 27 trimmed existing stakes and 14 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $1.64M. The largest seller was WBI Investments, cutting an estimated $2.24M.

  • 69 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q1 2025, down from 79 in Q4 2024.
  • Funds reported $33.8M of Invesco S&P SmallCap Health Care ETF stock for Q1 2025, down 9.7% quarter-over-quarter.
  • 4 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q1 2025 and 13 closed out, a net change of -9 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q1 2025 was Virtu Financial, an estimated $1.64M added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q1 2025 was WBI Investments, an estimated $2.24M sold.

Based on aggregated 13F filings for Q1 2025.