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Invesco S&P SmallCap Energy ETF
PSCE

Overview Fund Activity

46 hedge funds and large institutions have $32.8M invested in Invesco S&P SmallCap Energy ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
12
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Prosperity Capital Advisors
Ohio
$1.86M
2
Jane Street
Jane Street
New York
$1.04M
3
HCA
Harbor Capital Advisors
Illinois
$1.04M
4
GS
GTS Securities
New York
$408K
5
TSS
Two Sigma Securities
New York
$366K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$550K
2
USCWA
U.S. Capital Wealth Advisors
Texas
$0
3
IWM
IHT Wealth Management
Illinois
$1.34M
4
Goldman Sachs
Goldman Sachs
New York
$3.87M
5
GIA
Gladstone Institutional Advisory
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$252K +$6.05K +125 +2%
Osaic Holdings
27
Osaic Holdings
Arizona
$224K -$46.2K -955 -17%
FNBT
28
FineMark National Bank & Trust
Florida
$211K +$211K +4,364 New
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$201K +$201K +4,157 New
CWM
30
Copia Wealth Management
Oregon
$64.3K +$64.3K +1,328 New
TRCT
31
Tower Research Capital (TRC)
New York
$49K -$219K -4,529 -82%
KIG
32
Kessler Investment Group
Indiana
$33.7K -$16.6K -343 -33%
MWM
33
MGB Wealth Management
Texas
$19.4K – – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$18.1K – – –
HWM
35
HighMark Wealth Management
Minnesota
$16.5K – – –
IA
36
IFP Advisors
Florida
$14.5K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$11.3K – – –
NA
38
NewEdge Advisors
Louisiana
$9.79K – – –
CA
39
Centerpoint Advisors
Massachusetts
$8K – – –
GRP
40
Global Retirement Partners
California
$5.02K -$1.35K -28 -21%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$4.84K +$4.84K +100 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$2.37K -$2.47K -51 -51%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$1.99K +$1.99K +40 New
CCA
44
Criterion Capital Advisors
Tennessee
$316 – – –
Wells Fargo
45
Wells Fargo
California
$76 +$38 +1 +100%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$48 +$48 +1 New
USCWA
47
U.S. Capital Wealth Advisors
Texas
– -$898K -18,305 Closed
GIA
48
Gladstone Institutional Advisory
Florida
– -$305K -6,226 Closed
LFG
49
Larson Financial Group
Missouri
– -$44.3K -902 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
– -$10K -200 Closed
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