PBSM

Invesco PureBeta MSCI USA Small Cap ETF
PBSM

Overview Fund Activity
Delisted

PBSM was delisted on the 23rd of June, 2023.

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14 hedge funds and large institutions have $25.7M invested in Invesco PureBeta MSCI USA Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
14
Holders Change
+6
Holders Change %
+75%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DA
1
Detalus Advisors
Missouri
$6.78M
2
FHC
2
First Heartland Consultants
Missouri
$9.78M
3
IWM
3
IHT Wealth Management
Illinois
$686K
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$1.39M
5
LPL Financial
5
LPL Financial
California
$5.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$470K
Name Market Value Shares Shares
Change 		Shares
Change %
FHC
1
First Heartland Consultants
Missouri
$9.78M 247,058 +65,824 +36%
DA
2
Detalus Advisors
Missouri
$6.78M 171,252 +171,252 New
LPL Financial
3
LPL Financial
California
$5.84M 147,470 +11,050 +8%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$1.39M 35,052 +16,876 +93%
IWM
5
IHT Wealth Management
Illinois
$686K 17,349 +17,349 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$470K 11,882 -2,574 -18%
FTUS
7
Flow Traders U.S.
New York
$238K 6,018 +6,018 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$217K 5,472 +5,472 New
Osaic Holdings
9
Osaic Holdings
Arizona
$130K 3,284 +2,635 +406%
GWM
10
Geneos Wealth Management
Colorado
$93K 2,365 +250 +12%
SB
11
Strategic Blueprint
Georgia
$42K 1,050 +1,050 New
AF
12
Advisornet Financial
Minnesota
$23K 584 – –
IWP
13
IAG Wealth Partners
Wisconsin
$12K 280 +280 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
– – -29,533 Closed
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
16
Wells Fargo
California
$0 1 +1 New