Invesco S&P SmallCap Energy ETF
PSCE
59 hedge funds and large institutions have $32.5M invested in Invesco S&P SmallCap Energy ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 11 closing their positions.
3% less funds holding
Funds holding: 61 → 59 (-2)
5.8% less ownership
Funds ownership: 33.76% → 27.96% (-5.8%)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
41% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 27
74% less capital inflows, than outflows
Capital inflows: $5.08M | Capital outflows: $19.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.39M |
| 2 |
GJL
Gendell Jeffrey L
|
+$1.08M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.04M |
| 4 |
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$546K |
| 5 |
J2 Capital Management
Troy,
Michigan
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMI Advisory Services
Columbus,
Indiana
|
-$3.27M |
| 2 |
Morgan Stanley
New York
|
-$2.89M |
| 3 |
Discovery Capital Management
South Norwalk,
Connecticut
|
-$2.4M |
| 4 |
Jane Street
New York
|
-$2.05M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.86M |
PSCE Hedge Fund Activity: Q3 2022 in Review
59 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q3 2022, worth a combined $32.5M — down 31% from $47.3M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PSCE and 9 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 16 added.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $1.39M. The largest seller was SMI Advisory Services, exiting entirely with an estimated $3.27M sold.
- 59 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q3 2022, down from 61 in Q2 2022.
- Funds reported $32.5M of Invesco S&P SmallCap Energy ETF stock for Q3 2022, down 31% quarter-over-quarter.
- 9 funds opened new Invesco S&P SmallCap Energy ETF positions in Q3 2022 and 11 closed out, a net change of -2 holders.
- The largest Invesco S&P SmallCap Energy ETF buyer in Q3 2022 was JP Morgan Private Wealth Advisors, an estimated $1.39M added.
- The largest Invesco S&P SmallCap Energy ETF seller in Q3 2022 was SMI Advisory Services, an estimated $3.27M sold.
Based on aggregated 13F filings for Q3 2022.