Invesco PureBeta MSCI USA Small Cap ETF
PBSM
PBSM was delisted on the 23rd of June, 2023.
3 hedge funds and large institutions have $3.12M invested in Invesco PureBeta MSCI USA Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$655K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$52.4K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.33M | +$2.1M | +69,318 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $725K | +$655K | +21,619 | New |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $65K | +$52.4K | +1,730 | New |
|
PBSM Hedge Fund Activity: Q4 2020 in Review
3 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco PureBeta MSCI USA Small Cap ETF (PBSM) for Q4 2020, worth a combined $3.12M.
Buyers outnumbered sellers: 3 funds opened new PBSM positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $2.1M.
- 3 institutional investors held Invesco PureBeta MSCI USA Small Cap ETF (PBSM) as of Q4 2020, up from 0 in Q3 2020.
- Funds reported $3.12M of Invesco PureBeta MSCI USA Small Cap ETF stock for Q4 2020.
- 3 funds opened new Invesco PureBeta MSCI USA Small Cap ETF positions in Q4 2020 and 0 closed out, a net change of +3 holders.
- The largest Invesco PureBeta MSCI USA Small Cap ETF buyer in Q4 2020 was LPL Financial, an estimated $2.1M added.
Based on aggregated 13F filings for Q4 2020.