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Invesco S&P SmallCap Energy ETF
PSCE

50 hedge funds and large institutions have $26.3M invested in Invesco S&P SmallCap Energy ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,000% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 1

850% more capital invested

Capital invested by funds: $2.77M → $26.3M (+$23.5M)

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

150% more funds holding

Funds holding: 20 → 50 (+30)

2.05% more ownership

Funds ownership: 1.94% → 3.99% (+2%)

Holders
50
Holders Change
+30
Holders Change %
+150%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
13
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.21M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$2.32M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.21M
4
Goldman Sachs
Goldman Sachs
New York
+$1.49M
5
CA
Cetera Advisors
Colorado
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$218K
2
OPS
Orion Portfolio Solutions
Nebraska
-$23K
3
GWM
Geneos Wealth Management
Colorado
-$10.9K
4
OIA
OneDigital Investment Advisors
Kansas
-$6.02K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$163K +$155K +5,160 New
PCM
27
Penserra Capital Management
California
$155K +$148K +4,925 New
VF
28
Virtu Financial
New York
$140K +$42K +1,396 +46%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$140K +$133K +4,425 New
AWA
30
Arkadios Wealth Advisors
Georgia
$135K +$130K +4,301 New
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$127K +$121K +4,032 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$115K +$22K +731 +25%
Stifel Financial
33
Stifel Financial
Missouri
$112K +$107K +3,536 New
APA
34
American Portfolios Advisors
New York
$111K +$106K +3,532 New
CAM
35
Cresset Asset Management
Illinois
$108K +$102K +3,400 New
Jane Street
36
Jane Street
New York
$107K +$103K +3,406 New
CAN
37
Cetera Advisor Networks
California
$96K +$91.4K +3,033 New
KWM
38
Kingsview Wealth Management
Oregon
$82K +$73.9K +2,454 New
HighTower Advisors
39
HighTower Advisors
Illinois
$79K +$74.1K +2,461 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$76K +$73.5K +2,440 New
JWCA
41
J.W. Cole Advisors
Florida
$75K +$72K +2,391 New
NL
42
NWAM LLC
Washington
$73K +$69.9K +2,320 New
IA
43
IFP Advisors
Florida
$22K +$20.7K +688 New
TCWM
44
Total Clarity Wealth Management
Illinois
$16K +$15.2K +503 New
IFAM
45
Institutional & Family Asset Management
Colorado
$8K +$7.23K +240 New
GWM
46
Geneos Wealth Management
Colorado
$6K -$10.9K -363 -62%
MIM
47
MTM Investment Management
South Carolina
$6K – – –
AP
48
Arlington Partners
Alabama
$5K +$5.03K +167 New
Wells Fargo
49
Wells Fargo
California
$4K – – –
RE
50
RBC Europe
United Kingdom
$1.7K – – –
1
2
3

PSCE Hedge Fund Activity: Q1 2021 in Review

50 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q1 2021, worth a combined $26.3M — up 850% from $2.77M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PSCE positions and 1 closed out — a net gain of 30 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.21M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $218K sold.

  • 50 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q1 2021, up from 20 in Q4 2020.
  • Funds reported $26.3M of Invesco S&P SmallCap Energy ETF stock for Q1 2021, up 850% quarter-over-quarter.
  • 31 funds opened new Invesco S&P SmallCap Energy ETF positions in Q1 2021 and 1 closed out, a net change of +30 holders.
  • The largest Invesco S&P SmallCap Energy ETF buyer in Q1 2021 was Morgan Stanley, an estimated $3.21M added.
  • The largest Invesco S&P SmallCap Energy ETF seller in Q1 2021 was Kestra Advisory Services, an estimated $218K sold.

Based on aggregated 13F filings for Q1 2021.