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Invesco S&P SmallCap Energy ETF

26 hedge funds and large institutions have $13.8M invested in Invesco S&P SmallCap Energy ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

18% more funds holding

Funds holding: 2226 (+4)

58% less capital invested

Capital invested by funds: $32.6M → $13.8M (-$18.7M)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$3.7M -$14.3K -59 -0.3%
Ameriprise
2
Ameriprise
Minnesota
$1.95M +$2.43K +10 +0.1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.07M -$1.19M -4,883 -50%
Creative Planning
4
Creative Planning
Kansas
$996K +$1.12M +4,600 New
Morgan Stanley
5
Morgan Stanley
New York
$973K -$2.7M -11,129 -71%
Bank of America
6
Bank of America
North Carolina
$857K -$785K -3,235 -45%
NCMW
7
Northern Capital Management (Wisconsin)
Wisconsin
$691K +$2.43K +10 +0.3%
Wells Fargo
8
Wells Fargo
California
$482K +$305K +1,256 +129%
Axa
9
Axa
France
$480K +$86.4K +356 +19%
Jane Street
10
Jane Street
New York
$469K +$526K +2,168 New
LPL Financial
11
LPL Financial
California
$430K +$17.5K +72 +4%
X
12
Xponance
Pennsylvania
$426K +$144K +594 +43%
VKH
13
Virtu KCG Holdings
New York
$417K +$470K +1,936 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$309K +$346K +1,427 New
AIG
15
American International Group
New York
$234K +$5.58K +23 +2%
U
16
UBS
Switzerland
$137K -$2.78M -11,466 -95%
PTC
17
Private Trust Company
Ohio
$60K
PAG
18
Private Advisor Group
New Jersey
$35K +$38.8K +160 New
NFG
19
Next Financial Group
Texas
$24K +$27.2K +112 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$23K
TRCT
21
Tower Research Capital (TRC)
New York
$15K +$17.2K +71 New
US Bancorp
22
US Bancorp
Minnesota
$13K +$243 +1 +2%
MAA
23
Managed Account Advisors
New Jersey
$13K +$3.15K +13 +27%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$8K
GSC
25
Ground Swell Capital
South Carolina
$3K +$3.64K +15 New

PSCE Hedge Fund Activity: Q3 2014 in Review

26 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q3 2014, worth a combined $13.8M — down 58% from $32.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSCE positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $1.12M. The largest seller was BBVA USA Bancshares, exiting entirely with an estimated $9.24M sold.

  • 26 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q3 2014, up from 22 in Q2 2014.
  • Funds reported $13.8M of Invesco S&P SmallCap Energy ETF stock for Q3 2014, down 58% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Energy ETF positions in Q3 2014 and 4 closed out, a net change of +4 holders.
  • The largest Invesco S&P SmallCap Energy ETF buyer in Q3 2014 was Creative Planning, an estimated $1.12M added.
  • The largest Invesco S&P SmallCap Energy ETF seller in Q3 2014 was BBVA USA Bancshares, an estimated $9.24M sold.

Based on aggregated 13F filings for Q3 2014.