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Invesco S&P SmallCap Consumer Discretionary ETF

23 hedge funds and large institutions have $6.4M invested in Invesco S&P SmallCap Consumer Discretionary ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

1.19% more ownership

Funds ownership: 30.37%31.55% (+1.2%)

12% less funds holding

Funds holding: 2623 (-3)

19% less capital invested

Capital invested by funds: $7.94M → $6.4M (-$1.54M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.31M +$60.9K +582 +4%
EWA
2
EP Wealth Advisors
California
$979K +$1.11M +10,622 New
VF
3
Virtu Financial
New York
$789K +$602K +5,758 +205%
NFP
4
Narus Financial Partners
Utah
$493K +$139K +1,333 +33%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$477K +$52.9K +506 +11%
Raymond James Financial
6
Raymond James Financial
Florida
$431K -$57K -545 -10%
Goldman Sachs
7
Goldman Sachs
New York
$416K
Bank of America
8
Bank of America
North Carolina
$378K
TRCT
9
Tower Research Capital (TRC)
New York
$337K -$750K -7,173 -66%
Osaic Holdings
10
Osaic Holdings
Arizona
$305K +$46K +440 +15%
LPL Financial
11
LPL Financial
California
$301K +$64.3K +615 +23%
UBS Group
12
UBS Group
Switzerland
$56.8K +$64.4K +616 New
SPIA
13
Steward Partners Investment Advisory
New York
$37.7K +$2.82K +27 +7%
PTC
14
Private Trust Company
Ohio
$19.4K
CIAS
15
Capital Investment Advisory Services
North Carolina
$14.4K +$105 +1 +0.6%
MAS
16
MPWM Advisory Solutions
Georgia
$13.5K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13K
KIG
18
Kessler Investment Group
Indiana
$10.6K +$8.68K +83 +268%
KFI
19
Key Financial Inc
Pennsylvania
$6.73K
Jones Financial Companies
20
Jones Financial Companies
Missouri
$2.75K -$3.03K -29 -49%
GSWM
21
Golden State Wealth Management
California
$2.3K
Wells Fargo
22
Wells Fargo
California
$156 +$105 +1 +100%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$92 +$105 +1 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$1.02M -9,377 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$311K -2,858 Closed

PSCD Hedge Fund Activity: Q1 2025 in Review

23 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) for Q1 2025, worth a combined $6.4M — down 19% from $7.94M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PSCD and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 10 added.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $1.11M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.02M sold.

  • 23 institutional investors held Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) as of Q1 2025, down from 26 in Q4 2024.
  • Funds reported $6.4M of Invesco S&P SmallCap Consumer Discretionary ETF stock for Q1 2025, down 19% quarter-over-quarter.
  • 3 funds opened new Invesco S&P SmallCap Consumer Discretionary ETF positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest Invesco S&P SmallCap Consumer Discretionary ETF buyer in Q1 2025 was EP Wealth Advisors, an estimated $1.11M added.
  • The largest Invesco S&P SmallCap Consumer Discretionary ETF seller in Q1 2025 was Susquehanna International Group, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2025.