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Invesco S&P SmallCap Energy ETF
PSCE

39 hedge funds and large institutions have $25.9M invested in Invesco S&P SmallCap Energy ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $13K | Put options by funds: $4K

2.87% more ownership

Funds ownership: 34.63% → 37.49% (+2.9%)

15% less funds holding

Funds holding: 46 → 39 (-7)

21% less capital invested

Capital invested by funds: $32.8M → $25.9M (-$6.93M)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
39
Holders Change
-7
Holders Change %
-15.22%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
15
Closed
11
Calls
$13K
Puts
$4K
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

Rank Fund Capital Flow
1
HCA
Harbor Capital Advisors
Illinois
+$2.42M
2
UBS Group
UBS Group
Switzerland
+$1.72M
3
FTUS
Flow Traders U.S.
New York
+$682K
4
TRCT
Tower Research Capital (TRC)
New York
+$676K
5
IGAM
iA Global Asset Management
Quebec, Canada
+$541K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.73M
2
PCA
Prosperity Capital Advisors
Ohio
-$1.86M
3
IWM
IHT Wealth Management
Illinois
-$1.34M
4
Jane Street
Jane Street
New York
-$1.04M
5
Morgan Stanley
Morgan Stanley
New York
-$655K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
26
Kessler Investment Group
Indiana
$70.1K +$44.8K +978 +141%
CWM
27
Copia Wealth Management
Oregon
$27K -$31.3K -683 -51%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$26.2K +$28.6K +625 New
MWM
29
MGB Wealth Management
Texas
$16.8K – – –
HWM
30
HighMark Wealth Management
Minnesota
$14.2K – – –
IA
31
IFP Advisors
Florida
$12.6K – – –
NA
32
NewEdge Advisors
Louisiana
$8.5K +$46 +1 +0.5%
SPIA
33
Steward Partners Investment Advisory
New York
$8.25K -$1.69K -37 -16%
OP
34
ORG Partners
Indiana
$7.67K +$8.33K +182 New
CA
35
Centerpoint Advisors
Massachusetts
$7K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$4.19K – – –
Fidelity Investments
37
Fidelity Investments
Massachusetts
$2.14K +$92 +2 +4%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$477 -$1.14K -25 -63%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$42 – – –
Wells Fargo
40
Wells Fargo
California
$21 -$92 -2 Closed
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
– -$2.73M -56,326 Closed
PCA
42
Prosperity Capital Advisors
Ohio
– -$1.86M -38,477 Closed
IWM
43
IHT Wealth Management
Illinois
– -$1.34M -27,745 Closed
Jane Street
44
Jane Street
New York
– -$1.04M -21,427 Closed
GS
45
GTS Securities
New York
– -$408K -8,435 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$389K -8,038 Closed
TSS
47
Two Sigma Securities
New York
– -$366K -7,560 Closed
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
– -$252K -5,210 Closed
WCFA
49
Walkner Condon Financial Advisors
Wisconsin
– -$201K -4,157 Closed
JP Morgan Chase
50
JP Morgan Chase
New York
– -$18.1K -374 Closed
1
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PSCE Hedge Fund Activity: Q1 2025 in Review

39 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q1 2025, worth a combined $25.9M — down 21% from $32.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSCE and 6 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Harbor Capital Advisors, adding an estimated $2.42M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $2.73M sold.

  • 39 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q1 2025, down from 46 in Q4 2024.
  • Funds reported $25.9M of Invesco S&P SmallCap Energy ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap Energy ETF positions in Q1 2025 and 11 closed out, a net change of -5 holders.
  • The largest Invesco S&P SmallCap Energy ETF buyer in Q1 2025 was Harbor Capital Advisors, an estimated $2.42M added.
  • The largest Invesco S&P SmallCap Energy ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $2.73M sold.

Based on aggregated 13F filings for Q1 2025.