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Invesco S&P SmallCap Energy ETF
PSCE

37 hedge funds and large institutions have $20.1M invested in Invesco S&P SmallCap Energy ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.98% less ownership

Funds ownership: 37.49% → 34.52% (-3%)

5% less funds holding

Funds holding: 39 → 37 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

22% less capital invested

Capital invested by funds: $25.9M → $20.1M (-$5.8M)

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$153K
2
AUB
Atlantic Union Bankshares
Virginia
+$141K
3
HCA
Harbor Capital Advisors
Illinois
+$130K
4
Osaic Holdings
Osaic Holdings
Arizona
+$68.7K
5
KWM
Kiker Wealth Management
Georgia
+$15.8K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.01M
2
FTUS
Flow Traders U.S.
New York
-$624K
3
TRCT
Tower Research Capital (TRC)
New York
-$586K
4
IGAM
iA Global Asset Management
Quebec, Canada
-$495K
5
Citadel Advisors
Citadel Advisors
Florida
-$367K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
26
HighMark Wealth Management
Minnesota
$13.2K – – –
IA
27
IFP Advisors
Florida
$11.7K – – –
CA
28
Centerpoint Advisors
Massachusetts
$7K – – –
MIM
29
MTM Investment Management
South Carolina
$4.66K +$4.48K +120 New
GWM
30
Geneos Wealth Management
Colorado
$3.89K +$3.73K +100 New
TRCT
31
Tower Research Capital (TRC)
New York
$3.46K -$586K -15,683 -99%
GRP
32
Global Retirement Partners
California
$3.21K +$3.1K +83 New
NWM
33
Nova Wealth Management
Florida
$816 +$784 +21 New
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$389 -$187 -5 -33%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$39 -$1.87K -50 -98%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$39 – – –
Wells Fargo
37
Wells Fargo
California
$29 +$37 +1 New
FTUS
38
Flow Traders U.S.
New York
– -$624K -14,904 Closed
IGAM
39
iA Global Asset Management
Quebec, Canada
– -$495K -11,810 Closed
Citadel Advisors
40
Citadel Advisors
Florida
– -$367K -8,759 Closed
FNBT
41
FineMark National Bank & Trust
Florida
– -$347K -8,292 Closed
NA
42
NewEdge Advisors
Louisiana
– -$8.5K -203 Closed
SPIA
43
Steward Partners Investment Advisory
New York
– -$8.25K -197 Closed
OP
44
ORG Partners
Indiana
– -$7.67K -182 Closed
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
– -$4.19K -100 Closed
1
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PSCE Hedge Fund Activity: Q2 2025 in Review

37 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q2 2025, worth a combined $20.1M — down 22% from $25.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PSCE and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 6 added.

The largest buyer was LPL Financial, adding an estimated $153K. The largest seller was UBS Group, cutting an estimated $1.01M.

  • 37 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q2 2025, down from 39 in Q1 2025.
  • Funds reported $20.1M of Invesco S&P SmallCap Energy ETF stock for Q2 2025, down 22% quarter-over-quarter.
  • 7 funds opened new Invesco S&P SmallCap Energy ETF positions in Q2 2025 and 8 closed out, a net change of -1 holder.
  • The largest Invesco S&P SmallCap Energy ETF buyer in Q2 2025 was LPL Financial, an estimated $153K added.
  • The largest Invesco S&P SmallCap Energy ETF seller in Q2 2025 was UBS Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2025.