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Invesco S&P SmallCap Energy ETF
PSCE

Overview Fund Activity

50 hedge funds and large institutions have $165M invested in Invesco S&P SmallCap Energy ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
13
Closed
5
Calls
$67K
Puts
$11K
Net Calls
+$56K
Net Calls Change
+$71K

Top Buyers

1
RJA
Raymond James & Associates
Florida
$1.46M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.35M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.55M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$544K
5
PA
PFG Advisors
Arizona
$364K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.02M
2
MMH
Menora Mivtachim Holdings
Israel
$124M
3
Morgan Stanley
Morgan Stanley
New York
$2.04M
4
LPL Financial
LPL Financial
California
$1.81M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
26
Sandy Spring Bank
Maryland
$430K +$1.4K +25 +0.3%
TRCT
27
Tower Research Capital (TRC)
New York
$406K +$120K +2,147 +42%
Osaic Holdings
28
Osaic Holdings
Arizona
$372K -$7.7K -138 -2%
PA
29
PFG Advisors
Arizona
$364K +$364K +6,517 New
AWA
30
Arkadios Wealth Advisors
Georgia
$339K -$171K -3,065 -34%
JIP
31
Jaffetilchin Investment Partners
Florida
$308K +$308K +5,518 New
PHS
32
Pekin Hardy Strauss
Illinois
$243K – – –
CW
33
Connectus Wealth
Ohio
$225K -$335K -6,000 -60%
GIA
34
Gladstone Institutional Advisory
Florida
$211K +$211K +3,777 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$50.8K +$45.2K +811 +811%
LFG
36
Larson Financial Group
Missouri
$50.3K – – –
MWM
37
MGB Wealth Management
Texas
$50.3K +$112 +2 +0.2%
GRP
38
Global Retirement Partners
California
$46.7K -$112 -2 -0.2%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$35.3K +$35.3K +632 New
HWM
40
HighMark Wealth Management
Minnesota
$19K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$13.1K +$11K +197 +532%
KIG
42
Kessler Investment Group
Indiana
$11.4K +$6.43K +115 +129%
NA
43
NewEdge Advisors
Louisiana
$11.2K – – –
CA
44
Centerpoint Advisors
Massachusetts
$11K – – –
CG
45
Cutler Group
California
$8K +$5K +100 +167%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$5.05K +$5.05K +65 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$2.79K +$335 +6 +14%
CCA
48
Criterion Capital Advisors
Tennessee
$335 – – –
GEA
49
Glen Eagle Advisors
New Jersey
$56 – – –
Wells Fargo
50
Wells Fargo
California
$54 – – –
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