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Invesco S&P SmallCap Health Care ETF

65 hedge funds and large institutions have $27.3M invested in Invesco S&P SmallCap Health Care ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% less ownership

Funds ownership: 20.75%19.22% (-1.5%)

6% less funds holding

Funds holding: 6965 (-4)

19% less capital invested

Capital invested by funds: $33.8M → $27.3M (-$6.46M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

68% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 25

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.39M -$989K -24,482 -29%
Wells Fargo
2
Wells Fargo
California
$2.33M -$472K -11,677 -17%
LPL Financial
3
LPL Financial
California
$2.14M -$12.8K -317 -0.6%
WI
4
WBI Investments
New Jersey
$2.05M -$69.5K -1,720 -3%
PSF
5
Pacific Sun Financial
California
$1.84M -$115K -2,844 -6%
UBS Group
6
UBS Group
Switzerland
$1.48M +$191K +4,724 +15%
VF
7
Virtu Financial
New York
$1.11M -$350K -8,655 -24%
Bank of America
8
Bank of America
North Carolina
$995K +$1.5K +37 +0.1%
MWM
9
MGB Wealth Management
Texas
$993K
IWM
10
IHT Wealth Management
Illinois
$984K +$417K +10,315 +72%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$951K -$38.5K -952 -4%
Ameriprise
12
Ameriprise
Minnesota
$925K -$570K -14,107 -38%
Citadel Advisors
13
Citadel Advisors
Florida
$771K +$505K +12,501 +185%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$697K +$2.06K +51 +0.3%
Raymond James Financial
15
Raymond James Financial
Florida
$591K -$78.8K -1,951 -12%
MIG
16
McGuire Investment Group
Rhode Island
$588K -$106K -2,627 -15%
CFP
17
Cascade Financial Partners
California
$577K -$6.1K -151 -1%
TRCT
18
Tower Research Capital (TRC)
New York
$556K -$298K -7,378 -35%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$409K -$53.3K -1,319 -11%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$391K -$33.9K -839 -8%
MHFA
21
Mission Hills Financial Advisory
California
$367K -$768 -19 -0.2%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$328K
ST
23
Somerset Trust
Pennsylvania
$312K
FTUS
24
Flow Traders U.S.
New York
$312K +$315K +7,797 New
CPIG
25
Chicago Partners Investment Group
Illinois
$312K -$166K -4,100 -34%

PSCH Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Health Care ETF (PSCH) for Q2 2025, worth a combined $27.3M — down 19% from $33.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PSCH and 6 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 8 added.

The largest buyer was Citadel Advisors, adding an estimated $505K. The largest seller was Morgan Stanley, cutting an estimated $989K.

  • 65 institutional investors held Invesco S&P SmallCap Health Care ETF (PSCH) as of Q2 2025, down from 69 in Q1 2025.
  • Funds reported $27.3M of Invesco S&P SmallCap Health Care ETF stock for Q2 2025, down 19% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap Health Care ETF positions in Q2 2025 and 9 closed out, a net change of -3 holders.
  • The largest Invesco S&P SmallCap Health Care ETF buyer in Q2 2025 was Citadel Advisors, an estimated $505K added.
  • The largest Invesco S&P SmallCap Health Care ETF seller in Q2 2025 was Morgan Stanley, an estimated $989K sold.

Based on aggregated 13F filings for Q2 2025.