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Invesco S&P SmallCap Energy ETF
PSCE

35 hedge funds and large institutions have $19.2M invested in Invesco S&P SmallCap Energy ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $20.1M → $19.2M (-$912K)

2.08% less ownership

Funds ownership: 34.52% → 32.44% (-2.1%)

5% less funds holding

Funds holding: 37 → 35 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCA
Harbor Capital Advisors
Illinois
+$1.32M
2
IWM
IHT Wealth Management
Illinois
+$452K
3
Northern Trust
Northern Trust
Illinois
+$316K
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$229K
5
KAM
Kazazian Asset Management
Florida
+$204K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.1M
2
UBS Group
UBS Group
Switzerland
-$1.06M
3
FAIM
Financial Advocates Investment Management
Washington
-$303K
4
BAM
Belpointe Asset Management
Nevada
-$283K
5
GJL
Gendell Jeffrey L
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
MGB Wealth Management
Texas
$17.3K +$81 +2 +0.5%
WC
27
Wexford Capital
Florida
$13.1K +$12.5K +307 New
IA
28
IFP Advisors
Florida
$12.8K – – –
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$7.81K +$7.45K +183 New
MIM
30
MTM Investment Management
South Carolina
$5.12K – – –
GWM
31
Geneos Wealth Management
Colorado
$4.26K – – –
CA
32
Centerpoint Advisors
Massachusetts
$4K -$3.05K -75 -43%
Simplex Trading
33
Simplex Trading
Illinois
$4K +$4.44K +109 New
GRP
34
Global Retirement Partners
California
$2.64K -$855 -21 -25%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$43 – – –
Wells Fargo
36
Wells Fargo
California
$17 -$41 -1 Closed
FAIM
37
Financial Advocates Investment Management
Washington
– -$303K -7,796 Closed
BAM
38
Belpointe Asset Management
Nevada
– -$283K -7,291 Closed
KIG
39
Kessler Investment Group
Indiana
– -$73.9K -1,900 Closed
KWM
40
Kiker Wealth Management
Georgia
– -$16.4K -422 Closed
HWM
41
HighMark Wealth Management
Minnesota
– -$13.2K -340 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$3.46K -89 Closed
NWM
43
Nova Wealth Management
Florida
– -$816 -21 Closed
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
– -$389 -10 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
– -$39 -1 Closed
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PSCE Hedge Fund Activity: Q3 2025 in Review

35 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q3 2025, worth a combined $19.2M — down 4.5% from $20.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PSCE and 8 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Harbor Capital Advisors, adding an estimated $1.32M. The largest seller was Goldman Sachs, cutting an estimated $3.1M.

  • 35 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q3 2025, down from 37 in Q2 2025.
  • Funds reported $19.2M of Invesco S&P SmallCap Energy ETF stock for Q3 2025, down 4.5% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Energy ETF positions in Q3 2025 and 10 closed out, a net change of -2 holders.
  • The largest Invesco S&P SmallCap Energy ETF buyer in Q3 2025 was Harbor Capital Advisors, an estimated $1.32M added.
  • The largest Invesco S&P SmallCap Energy ETF seller in Q3 2025 was Goldman Sachs, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2025.