Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
28 hedge funds and large institutions have $17.5M invested in Invesco S&P SmallCap Consumer Discretionary ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
70% more capital invested
Capital invested by funds: $10.3M → $17.5M (+$7.19M)
17% more funds holding
Funds holding: 24 → 28 (+4)
5.01% more ownership
Funds ownership: 41.94% → 46.95% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.53M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.34M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$420K |
| 4 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$338K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$302K |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$222K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$41.8K |
| 4 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
-$14.4K |
| 5 |
First Manhattan
New York
|
-$9.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
26
Key Financial Inc
West Chester,
Pennsylvania
| $7.57K | – | – | – |
|
27
Comerica Bank
Dallas,
Texas
| $4.15K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $40 | -$2.67K | -30 | Closed |
|
|
29
First Manhattan
New York
| – | -$9.6K | -113 | Closed |
|
PSCD Hedge Fund Activity: Q4 2023 in Review
28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) for Q4 2023, worth a combined $17.5M — up 70% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PSCD positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.53M. The largest seller was Virtu Financial, cutting an estimated $302K.
- 28 institutional investors held Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) as of Q4 2023, up from 24 in Q3 2023.
- Funds reported $17.5M of Invesco S&P SmallCap Consumer Discretionary ETF stock for Q4 2023, up 70% quarter-over-quarter.
- 6 funds opened new Invesco S&P SmallCap Consumer Discretionary ETF positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest Invesco S&P SmallCap Consumer Discretionary ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.53M added.
- The largest Invesco S&P SmallCap Consumer Discretionary ETF seller in Q4 2023 was Virtu Financial, an estimated $302K sold.
Based on aggregated 13F filings for Q4 2023.