We are live on ! Find out more
PSCD icon

Invesco S&P SmallCap Consumer Discretionary ETF

20 hedge funds and large institutions have $19.5M invested in Invesco S&P SmallCap Consumer Discretionary ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more capital invested

Capital invested by funds: $5.5M → $19.5M (+$14M)

29.69% more ownership

Funds ownership: 49.15%78.84% (+30%)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$11.1M +$9.46M +201,228 +116,993%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.55M +$286K +6,077 +15%
Citadel Advisors
3
Citadel Advisors
Florida
$2.07M +$412K +8,751 +30%
Morgan Stanley
4
Morgan Stanley
New York
$1.65M -$27.7K -588 -2%
Wells Fargo
5
Wells Fargo
California
$492K -$160K -3,403 -28%
X
6
Xponance
Pennsylvania
$415K -$162K -3,452 -32%
UBS Group
7
UBS Group
Switzerland
$410K -$10.6K -225 -3%
Bank of America
8
Bank of America
North Carolina
$351K -$33K -702 -10%
RJA
9
Raymond James & Associates
Florida
$300K +$256K +5,438 New
OPS
10
Orion Portfolio Solutions
Nebraska
$53K
IA
11
IFP Advisors
Florida
$52K
Osaic Holdings
12
Osaic Holdings
Arizona
$44K -$835K -17,765 -96%
SFSIG
13
San Francisco Sentry Investment Group
California
$20K -$4.23K -90 -20%
SPIA
14
Steward Partners Investment Advisory
New York
$15K +$47 +1 +0.4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13K -$452K -9,610 -98%
CIAS
16
Capital Investment Advisory Services
North Carolina
$8K +$7.05K +150 New
TWA
17
TCI Wealth Advisors
Arizona
$6K
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$4K
US Bancorp
19
US Bancorp
Minnesota
$4K
PAG
20
Private Advisor Group
New Jersey
$1K +$1.22K +26 New
MUAMU
21
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$96K -2,693 Closed
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
-$12K -325 Closed
KFI
23
Key Financial Inc
Pennsylvania
-$3K -73 Closed

PSCD Hedge Fund Activity: Q2 2020 in Review

20 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) for Q2 2020, worth a combined $19.5M — up 256% from $5.5M a quarter earlier.

Fund positioning in PSCD was balanced in Q2 2020: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 8 trimmed.

The largest buyer was Citigroup, adding an estimated $9.46M. The largest seller was Osaic Holdings, cutting an estimated $835K.

  • 20 institutional investors held Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $19.5M of Invesco S&P SmallCap Consumer Discretionary ETF stock for Q2 2020, up 256% quarter-over-quarter.
  • 3 funds opened new Invesco S&P SmallCap Consumer Discretionary ETF positions in Q2 2020 and 3 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Consumer Discretionary ETF buyer in Q2 2020 was Citigroup, an estimated $9.46M added.
  • The largest Invesco S&P SmallCap Consumer Discretionary ETF seller in Q2 2020 was Osaic Holdings, an estimated $835K sold.

Based on aggregated 13F filings for Q2 2020.