Invesco S&P SmallCap Energy ETF
PSCE
45 hedge funds and large institutions have $153M invested in Invesco S&P SmallCap Energy ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 11 closing their positions.
48.02% more ownership
Funds ownership: 11.68% → 59.7% (+48%)
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
32% more capital invested
Capital invested by funds: $116M → $153M (+$37.2M)
13% more funds holding
Funds holding: 40 → 45 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.59M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.48M |
| 3 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
+$1.5M |
| 4 |
Goldman Sachs
New York
|
+$1.41M |
| 5 |
Morgan Stanley
New York
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.56M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$533K |
| 3 |
SG
StoneX Group
New York
|
-$236K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$218K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCP
51
GSA Capital Partners
London,
United Kingdom
| – | -$164K | -3,466 | Closed |
|
|
JMPWA
52
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$131K | -2,769 | Closed |
|
|
JWCA
53
J.W. Cole Advisors
Tampa,
Florida
| – | -$110K | -2,318 | Closed |
|
54
Citadel Advisors
Miami,
Florida
| – | -$110K | -2,316 | Closed |
|
55
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$96K | -2,021 | Closed |
|
|
PA
56
Parallel Advisors
San Francisco,
California
| – | -$23.7K | -500 | Closed |
|
PSCE Hedge Fund Activity: Q3 2023 in Review
45 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q3 2023, worth a combined $153M — up 32% from $116M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PSCE positions and 11 closed out — a net gain of 5 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $2.59M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $1.56M sold.
- 45 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q3 2023, up from 40 in Q2 2023.
- Funds reported $153M of Invesco S&P SmallCap Energy ETF stock for Q3 2023, up 32% quarter-over-quarter.
- 16 funds opened new Invesco S&P SmallCap Energy ETF positions in Q3 2023 and 11 closed out, a net change of +5 holders.
- The largest Invesco S&P SmallCap Energy ETF buyer in Q3 2023 was UBS Group, an estimated $2.59M added.
- The largest Invesco S&P SmallCap Energy ETF seller in Q3 2023 was Raymond James & Associates, an estimated $1.56M sold.
Based on aggregated 13F filings for Q3 2023.