Invesco S&P SmallCap Energy ETF
PSCE
30 hedge funds and large institutions have $20.4M invested in Invesco S&P SmallCap Energy ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
7% more funds holding
Funds holding: 28 → 30 (+2)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
0.75% less ownership
Funds ownership: 8.41% → 7.65% (-0.75%)
6% less capital invested
Capital invested by funds: $21.7M → $20.4M (-$1.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.88M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.03M |
| 3 |
AC
Avestar Capital
New York
|
+$861K |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$784K |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
+$520K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.77M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$714K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$677K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$615K |
| 5 |
Jane Street
New York
|
-$360K |
PSCE Hedge Fund Activity: Q1 2018 in Review
30 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q1 2018, worth a combined $20.4M — down 6% from $21.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PSCE positions and 7 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.88M. The largest seller was Morgan Stanley, cutting an estimated $3.77M.
- 30 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q1 2018, up from 28 in Q4 2017.
- Funds reported $20.4M of Invesco S&P SmallCap Energy ETF stock for Q1 2018, down 6% quarter-over-quarter.
- 9 funds opened new Invesco S&P SmallCap Energy ETF positions in Q1 2018 and 7 closed out, a net change of +2 holders.
- The largest Invesco S&P SmallCap Energy ETF buyer in Q1 2018 was Wells Fargo, an estimated $2.88M added.
- The largest Invesco S&P SmallCap Energy ETF seller in Q1 2018 was Morgan Stanley, an estimated $3.77M sold.
Based on aggregated 13F filings for Q1 2018.