Invesco S&P SmallCap Energy ETF
PSCE
28 hedge funds and large institutions have $21.7M invested in Invesco S&P SmallCap Energy ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
47% more capital invested
Capital invested by funds: $14.7M → $21.7M (+$6.97M)
27% more funds holding
Funds holding: 22 → 28 (+6)
1.45% more ownership
Funds ownership: 6.96% → 8.41% (+1.4%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$835K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$818K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$735K |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$671K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$569K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$492K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$311K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$209K |
| 5 |
LPL Financial
San Diego,
California
|
-$161K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWG
26
Regal Wealth Group
Seal Beach,
California
| $1K | – | – | – |
|
|
LF
27
Lee Financial
Dallas,
Texas
| $1K | +$507 | +7 | New |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $1K | +$579 | +8 | New |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$492K | -6,644 | Closed |
|
|
30
Ameriprise
Minneapolis,
Minnesota
| – | -$209K | -2,821 | Closed |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| – | -$2K | -30 | Closed |
|
PSCE Hedge Fund Activity: Q4 2017 in Review
28 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q4 2017, worth a combined $21.7M — up 47% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PSCE positions and 3 closed out — a net gain of 6 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.13M. The largest seller was HighTower Advisors, cutting an estimated $569K.
- 28 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q4 2017, up from 22 in Q3 2017.
- Funds reported $21.7M of Invesco S&P SmallCap Energy ETF stock for Q4 2017, up 47% quarter-over-quarter.
- 9 funds opened new Invesco S&P SmallCap Energy ETF positions in Q4 2017 and 3 closed out, a net change of +6 holders.
- The largest Invesco S&P SmallCap Energy ETF buyer in Q4 2017 was Morgan Stanley, an estimated $3.13M added.
- The largest Invesco S&P SmallCap Energy ETF seller in Q4 2017 was HighTower Advisors, an estimated $569K sold.
Based on aggregated 13F filings for Q4 2017.