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Invesco S&P SmallCap Consumer Discretionary ETF

31 hedge funds and large institutions have $92.6M invested in Invesco S&P SmallCap Consumer Discretionary ETF in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.24% more ownership

Funds ownership: 0%85.24% (+85%)

Holders
31
Holders Change
+31
Holders Change %
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$53.7M +$51.6M +815,500 New
NCM
2
Niemann Capital Management
Nevada
$17.3M +$16.7M +263,153 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.08M +$6.8M +107,466 New
UCFA
4
United Capital Financial Advisors
Texas
$5.14M +$4.94M +78,001 New
Morgan Stanley
5
Morgan Stanley
New York
$3.05M +$2.93M +46,272 New
UBS Group
6
UBS Group
Switzerland
$1.36M +$1.31M +20,630 New
Bank of America
7
Bank of America
North Carolina
$982K +$944K +14,916 New
X
8
Xponance
Pennsylvania
$836K +$804K +12,698 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$651K +$626K +9,892 New
WI
10
WrapManager Inc
California
$595K +$572K +9,035 New
CCT
11
Country Club Trust
Missouri
$467K +$449K +7,085 New
LPL Financial
12
LPL Financial
California
$278K +$267K +4,219 New
RJA
13
Raymond James & Associates
Florida
$271K +$260K +4,109 New
AWM
14
Avitas Wealth Management
California
$209K +$201K +3,173 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$201K +$193K +3,054 New
IA
16
IFP Advisors
Florida
$109K +$105K +1,659 New
AG
17
Advisor Group
Arizona
$97K +$94.3K +1,489 New
SFM
18
Signet Financial Management
New Jersey
$68K +$65.4K +1,033 New
GRP
19
Global Retirement Partners
California
$32K +$30.8K +486 New
Citigroup
20
Citigroup
New York
$31K +$29.9K +472 New
SFSIG
21
San Francisco Sentry Investment Group
California
$29K +$28.1K +444 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$26K +$24.9K +393 New
FHA
23
First Horizon Advisors
Tennessee
$21K +$21K +331 New
AF
24
Allworth Financial
California
$16K +$14.9K +236 New
KL
25
KWMG LLC
Kansas
$10K +$9.88K +156 New

PSCD Hedge Fund Activity: Q2 2018 in Review

31 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) for Q2 2018, worth a combined $92.6M.

Buyers outnumbered sellers: 31 funds opened new PSCD positions and 0 closed out — a net gain of 31 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $51.6M.

  • 31 institutional investors held Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) as of Q2 2018, up from 0 in Q1 2018.
  • Funds reported $92.6M of Invesco S&P SmallCap Consumer Discretionary ETF stock for Q2 2018.
  • 31 funds opened new Invesco S&P SmallCap Consumer Discretionary ETF positions in Q2 2018 and 0 closed out, a net change of +31 holders.
  • The largest Invesco S&P SmallCap Consumer Discretionary ETF buyer in Q2 2018 was Wells Fargo, an estimated $51.6M added.

Based on aggregated 13F filings for Q2 2018.