Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
26 hedge funds and large institutions have $21.5M invested in Invesco S&P SmallCap Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.
23% more capital invested
Capital invested by funds: $17.5M → $21.5M (+$4.01M)
2.41% more ownership
Funds ownership: 46.95% → 49.36% (+2.4%)
7% less funds holding
Funds holding: 28 → 26 (-2)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$6.27M |
| 2 |
VF
Virtu Financial
New York
|
+$737K |
| 3 |
MIC
Meridian Investment Counsel
Lafayette,
California
|
+$193K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$170K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.09M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.12M |
| 3 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
-$742K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$489K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$120K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $4.36K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $46 | – | – | – |
|
|
HCA
28
Harbor Capital Advisors
Chicago,
Illinois
| – | -$742K | -7,160 | Closed |
|
|
GIA
29
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$489K | -4,717 | Closed |
|
30
Fidelity Investments
Boston,
Massachusetts
| – | -$8.29K | -80 | Closed |
|
PSCD Hedge Fund Activity: Q1 2024 in Review
26 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) for Q1 2024, worth a combined $21.5M — up 23% from $17.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PSCD and 2 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was IHT Wealth Management, adding an estimated $6.27M. The largest seller was Morgan Stanley, cutting an estimated $2.09M.
- 26 institutional investors held Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) as of Q1 2024, down from 28 in Q4 2023.
- Funds reported $21.5M of Invesco S&P SmallCap Consumer Discretionary ETF stock for Q1 2024, up 23% quarter-over-quarter.
- 2 funds opened new Invesco S&P SmallCap Consumer Discretionary ETF positions in Q1 2024 and 4 closed out, a net change of -2 holders.
- The largest Invesco S&P SmallCap Consumer Discretionary ETF buyer in Q1 2024 was IHT Wealth Management, an estimated $6.27M added.
- The largest Invesco S&P SmallCap Consumer Discretionary ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.09M sold.
Based on aggregated 13F filings for Q1 2024.