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Invesco S&P SmallCap Consumer Discretionary ETF

21 hedge funds and large institutions have $5.31M invested in Invesco S&P SmallCap Consumer Discretionary ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 2021 (+1)

1.93% more ownership

Funds ownership: 26.23%28.16% (+1.9%)

4% less capital invested

Capital invested by funds: $5.56M → $5.31M (-$248K)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
EP Wealth Advisors
California
$1.23M +$1.24M +11,745 New
HWM
2
Hohimer Wealth Management
Washington
$614K +$619K +5,857 New
Morgan Stanley
3
Morgan Stanley
New York
$556K -$19.8K -187 -3%
Raymond James Financial
4
Raymond James Financial
Florida
$531K +$59.4K +562 +12%
Goldman Sachs
5
Goldman Sachs
New York
$473K
Bank of America
6
Bank of America
North Carolina
$412K +$317 +3 +0.1%
LPL Financial
7
LPL Financial
California
$385K +$35.9K +340 +10%
VF
8
Virtu Financial
New York
$379K -$1.11M -10,532 -74%
Osaic Holdings
9
Osaic Holdings
Arizona
$302K -$6.34K -60 -2%
BPA
10
Beacon Pointe Advisors
California
$211K +$528 +5 +0.2%
DI
11
DAGCO Inc
Ohio
$100K
SPIA
12
Steward Partners Investment Advisory
New York
$42.9K +$106 +1 +0.2%
CIAS
13
Capital Investment Advisory Services
North Carolina
$16.4K +$106 +1 +0.6%
MAS
14
MPWM Advisory Solutions
Georgia
$15.3K
OC
15
Optima Capital
Oregon
$9.94K +$10K +95 New
TCM
16
Triumph Capital Management
Colorado
$9.12K +$9.19K +87 New
KFI
17
Key Financial Inc
Pennsylvania
$7.65K
PWS
18
Pursuit Wealth Strategies
North Carolina
$7.43K +$7.5K +71 New
UBS Group
19
UBS Group
Switzerland
$6.29K -$80.3K -760 -93%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$3.14K
Wells Fargo
21
Wells Fargo
California
$99
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$255K -2,284 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$239K -2,145 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$172K -1,542 Closed
WANY
25
Wealthspire Advisors (New York)
New York
-$45.2K -405 Closed

PSCD Hedge Fund Activity: Q4 2025 in Review

21 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) for Q4 2025, worth a combined $5.31M — down 4.5% from $5.56M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSCD positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Hohimer Wealth Management, opening a new position worth an estimated $619K. The largest seller was Virtu Financial, cutting an estimated $1.11M.

  • 21 institutional investors held Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) as of Q4 2025, up from 20 in Q3 2025.
  • Funds reported $5.31M of Invesco S&P SmallCap Consumer Discretionary ETF stock for Q4 2025, down 4.5% quarter-over-quarter.
  • 5 funds opened new Invesco S&P SmallCap Consumer Discretionary ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap Consumer Discretionary ETF buyer in Q4 2025 was Hohimer Wealth Management, an estimated $619K added.
  • The largest Invesco S&P SmallCap Consumer Discretionary ETF seller in Q4 2025 was Virtu Financial, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2025.