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EWSC

Invesco S&P SmallCap 600 Equal Weight ETF

Delisted

EWSC was delisted on the 30th of March, 2023.

33 hedge funds and large institutions have $41.6M invested in Invesco S&P SmallCap 600 Equal Weight ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

38% more funds holding

Funds holding: 2433 (+9)

28% more capital invested

Capital invested by funds: $32.4M → $41.6M (+$9.19M)

Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.2M +$113K +1,386 +0.9%
LPL Financial
2
LPL Financial
California
$4.7M +$315K +3,877 +7%
Stifel Financial
3
Stifel Financial
Missouri
$3.28M +$3.29M +40,539 New
HighTower Advisors
4
HighTower Advisors
Illinois
$3.06M -$121K -1,485 -4%
AWM
5
AE Wealth Management
Kansas
$2.67M +$2.68M +33,034 New
UBS Group
6
UBS Group
Switzerland
$2.49M +$49.7K +612 +2%
JIR
7
James Investment Research
Ohio
$2.07M -$792K -9,760 -28%
LNC
8
Lincoln National Corp
Pennsylvania
$1.46M +$1.46M +17,979 New
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$1.25M +$102K +1,260 +9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.25M +$1.25M +15,454 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.01M +$175K +2,152 +21%
FTUS
12
Flow Traders U.S.
New York
$984K +$987K +12,156 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$918K +$241K +2,966 +35%
ADL
14
Asset Dedication LLC
California
$710K -$12.7K -156 -2%
CAN
15
Cetera Advisor Networks
California
$567K +$569K +7,009 New
IFAM
16
Institutional & Family Asset Management
Colorado
$469K +$470K +5,795 New
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$382K +$383K +4,721 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$343K
WA
19
Wambolt & Associates
Colorado
$310K -$12K -148 -4%
SPIA
20
Steward Partners Investment Advisory
New York
$267K +$86.1K +1,061 +47%
RJA
21
Raymond James & Associates
Florida
$255K +$54.1K +666 +27%
IFG
22
Independent Financial Group
California
$250K +$251K +3,092 New
BRWA
23
B. Riley Wealth Advisors
Florida
$212K +$212K +2,613 New
CA
24
Clearstead Advisors
Ohio
$147K
Osaic Holdings
25
Osaic Holdings
Arizona
$136K -$382K -4,709 -74%

EWSC Hedge Fund Activity: Q3 2021 in Review

33 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) for Q3 2021, worth a combined $41.6M — up 28% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EWSC positions and 1 closed out — a net gain of 10 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $3.29M. The largest seller was James Investment Research, cutting an estimated $792K.

  • 33 institutional investors held Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) as of Q3 2021, up from 24 in Q2 2021.
  • Funds reported $41.6M of Invesco S&P SmallCap 600 Equal Weight ETF stock for Q3 2021, up 28% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap 600 Equal Weight ETF positions in Q3 2021 and 1 closed out, a net change of +10 holders.
  • The largest Invesco S&P SmallCap 600 Equal Weight ETF buyer in Q3 2021 was Stifel Financial, an estimated $3.29M added.
  • The largest Invesco S&P SmallCap 600 Equal Weight ETF seller in Q3 2021 was James Investment Research, an estimated $792K sold.

Based on aggregated 13F filings for Q3 2021.