Invesco S&P SmallCap Energy ETF
PSCE
28 hedge funds and large institutions have $15.5M invested in Invesco S&P SmallCap Energy ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
12% more funds holding
Funds holding: 25 → 28 (+3)
1.82% less ownership
Funds ownership: 7.37% → 5.54% (-1.8%)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
40% less capital invested
Capital invested by funds: $25.9M → $15.5M (-$10.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$583K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$185K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$167K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$70.4K |
| 5 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$50.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.38M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.44M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$620K |
| 4 |
Jane Street
New York
|
-$524K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$331K |
PSCE Hedge Fund Activity: Q3 2018 in Review
28 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q3 2018, worth a combined $15.5M — down 40% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PSCE positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $583K. The largest seller was Morgan Stanley, cutting an estimated $6.38M.
- 28 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q3 2018, up from 25 in Q2 2018.
- Funds reported $15.5M of Invesco S&P SmallCap Energy ETF stock for Q3 2018, down 40% quarter-over-quarter.
- 7 funds opened new Invesco S&P SmallCap Energy ETF positions in Q3 2018 and 4 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap Energy ETF buyer in Q3 2018 was Bank of America, an estimated $583K added.
- The largest Invesco S&P SmallCap Energy ETF seller in Q3 2018 was Morgan Stanley, an estimated $6.38M sold.
Based on aggregated 13F filings for Q3 2018.