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Invesco S&P SmallCap Energy ETF
PSCE

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

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

12% more funds holding

Funds holding: 41 → 46 (+5)

1% more capital invested

Capital invested by funds: $32.4M → $32.8M (+$436K)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2.91% less ownership

Funds ownership: 37.54% → 34.63% (-2.9%)

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

Rank Fund Capital Flow
1
PCA
Prosperity Capital Advisors
Ohio
+$1.93M
2
Jane Street
Jane Street
New York
+$1.08M
3
HCA
Harbor Capital Advisors
Illinois
+$1.06M
4
GS
GTS Securities
New York
+$424K
5
TSS
Two Sigma Securities
New York
+$380K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.59M
2
USCWA
U.S. Capital Wealth Advisors
Texas
-$898K
3
IWM
IHT Wealth Management
Illinois
-$414K
4
Goldman Sachs
Goldman Sachs
New York
-$354K
5
GIA
Gladstone Institutional Advisory
Florida
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$252K +$6.28K +125 +2%
Osaic Holdings
27
Osaic Holdings
Arizona
$224K -$48K -955 -17%
FNBT
28
FineMark National Bank & Trust
Florida
$211K +$219K +4,364 New
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$201K +$209K +4,157 New
CWM
30
Copia Wealth Management
Oregon
$64.3K +$66.7K +1,328 New
TRCT
31
Tower Research Capital (TRC)
New York
$49K -$228K -4,529 -82%
KIG
32
Kessler Investment Group
Indiana
$33.7K -$17.2K -343 -33%
MWM
33
MGB Wealth Management
Texas
$19.4K – – –
JP Morgan Chase
34
JP Morgan Chase
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 -$1.41K -28 -21%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$4.84K +$5.03K +100 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$2.37K -$2.56K -51 -51%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$1.99K +$2.01K +40 New
CCA
44
Criterion Capital Advisors
Tennessee
$316 – – –
Wells Fargo
45
Wells Fargo
California
$76 +$50 +1 +100%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$48 +$50 +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
1
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PSCE Hedge Fund Activity: Q4 2024 in Review

46 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q4 2024, worth a combined $32.8M — up 1.3% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PSCE positions and 4 closed out — a net gain of 7 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Prosperity Capital Advisors, opening a new position worth an estimated $1.93M. The largest seller was Bank of America, cutting an estimated $2.59M.

  • 46 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q4 2024, up from 41 in Q3 2024.
  • Funds reported $32.8M of Invesco S&P SmallCap Energy ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap Energy ETF positions in Q4 2024 and 4 closed out, a net change of +7 holders.
  • The largest Invesco S&P SmallCap Energy ETF buyer in Q4 2024 was Prosperity Capital Advisors, an estimated $1.93M added.
  • The largest Invesco S&P SmallCap Energy ETF seller in Q4 2024 was Bank of America, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2024.