Invesco S&P SmallCap 600 Equal Weight ETF
EWSC
EWSC was delisted on the 30th of March, 2023.
30 hedge funds and large institutions have $22.6M invested in Invesco S&P SmallCap 600 Equal Weight ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
30% more funds holding
Funds holding: 23 → 30 (+7)
16% more capital invested
Capital invested by funds: $19.5M → $22.6M (+$3.12M)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bridge Advisory
Pasadena,
California
|
+$437K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$404K |
| 3 |
LPL Financial
San Diego,
California
|
+$286K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$63.6K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$432K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$296K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$288K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$88.4K |
| 5 |
Morgan Stanley
New York
|
-$85.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
26
Aptus Capital Advisors
Fairhope,
Alabama
| $11.3K | – | – | – |
|
|
GWANC
27
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $11.3K | – | – | – |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $9.11K | – | – | – |
|
|
MCC
29
Money Concepts Capital
Palm Beach Gardens,
Florida
| $4.29K | +$4.34K | +62 | New |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $3.46K | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $69 | +$70 | +1 | New |
|
|
AWA
32
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$288K | -4,575 | Closed |
|
EWSC Hedge Fund Activity: Q4 2022 in Review
30 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) for Q4 2022, worth a combined $22.6M — up 16% from $19.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EWSC positions and 1 closed out — a net gain of 7 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Bridge Advisory, opening a new position worth an estimated $437K. The largest seller was James Investment Research, cutting an estimated $432K.
- 30 institutional investors held Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) as of Q4 2022, up from 23 in Q3 2022.
- Funds reported $22.6M of Invesco S&P SmallCap 600 Equal Weight ETF stock for Q4 2022, up 16% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap 600 Equal Weight ETF positions in Q4 2022 and 1 closed out, a net change of +7 holders.
- The largest Invesco S&P SmallCap 600 Equal Weight ETF buyer in Q4 2022 was Bridge Advisory, an estimated $437K added.
- The largest Invesco S&P SmallCap 600 Equal Weight ETF seller in Q4 2022 was James Investment Research, an estimated $432K sold.
Based on aggregated 13F filings for Q4 2022.