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Invesco S&P SmallCap Energy ETF
PSCE

46 hedge funds and large institutions have $32.8M invested in Invesco S&P SmallCap Energy ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

12% more funds holding

Funds holding: 41 → 46 (+5)

1% more capital invested

Capital invested by funds: $32.4M → $32.8M (+$436K)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2.91% less ownership

Funds ownership: 37.54% → 34.63% (-2.9%)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
12
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCA
Prosperity Capital Advisors
Ohio
+$1.93M
2
Jane Street
Jane Street
New York
+$1.08M
3
HCA
Harbor Capital Advisors
Illinois
+$1.06M
4
GS
GTS Securities
New York
+$424K
5
TSS
Two Sigma Securities
New York
+$380K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.59M
2
USCWA
U.S. Capital Wealth Advisors
Texas
-$898K
3
IWM
IHT Wealth Management
Illinois
-$414K
4
Goldman Sachs
Goldman Sachs
New York
-$354K
5
GIA
Gladstone Institutional Advisory
Florida
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$3.87M -$354K -7,045 -8%
GJL
2
Gendell Jeffrey L
$3.82M – – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.73M +$89.9K +1,788 +3%
Morgan Stanley
4
Morgan Stanley
New York
$1.87M +$153K +3,040 +9%
PCA
5
Prosperity Capital Advisors
Ohio
$1.86M +$1.93M +38,477 New
UBS Group
6
UBS Group
Switzerland
$1.71M -$68.4K -1,361 -4%
OPOWM
7
One Plus One Wealth Management
Florida
$1.7M – – –
Raymond James Financial
8
Raymond James Financial
Florida
$1.54M +$1.6M +31,831 New
IWM
9
IHT Wealth Management
Illinois
$1.34M -$414K -8,239 -23%
KAS
10
Kestra Advisory Services
Texas
$1.26M -$191K -3,796 -13%
MSAM
11
Moloney Securities Asset Management
Missouri
$1.22M +$3.27K +65 +0.3%
Jane Street
12
Jane Street
New York
$1.04M +$1.08M +21,427 New
HCA
13
Harbor Capital Advisors
Illinois
$1.03M +$1.06M +21,040 +5,944%
William Blair & Company
14
William Blair & Company
Illinois
$1M +$38.3K +762 +4%
LPL Financial
15
LPL Financial
California
$947K +$349K +6,941 +55%
Citadel Advisors
16
Citadel Advisors
Florida
$737K +$117K +2,319 +18%
HighTower Advisors
17
HighTower Advisors
Illinois
$581K -$296K -5,891 -33%
Bank of America
18
Bank of America
North Carolina
$550K -$2.59M -51,546 -82%
JCFM
19
JBR Co Financial Management
Oklahoma
$526K +$17K +339 +3%
DCM
20
Deuterium Capital Management
Florida
$436K – – –
GS
21
GTS Securities
New York
$408K +$424K +8,435 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$389K +$170K +3,373 +72%
FAIM
23
Financial Advocates Investment Management
Washington
$383K -$24.4K -485 -6%
SSB
24
Sandy Spring Bank
Maryland
$378K +$1.46K +29 +0.4%
TSS
25
Two Sigma Securities
New York
$366K +$380K +7,560 New
1
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PSCE Hedge Fund Activity: Q4 2024 in Review

46 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q4 2024, worth a combined $32.8M — up 1.3% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PSCE positions and 4 closed out — a net gain of 7 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Prosperity Capital Advisors, opening a new position worth an estimated $1.93M. The largest seller was Bank of America, cutting an estimated $2.59M.

  • 46 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q4 2024, up from 41 in Q3 2024.
  • Funds reported $32.8M of Invesco S&P SmallCap Energy ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap Energy ETF positions in Q4 2024 and 4 closed out, a net change of +7 holders.
  • The largest Invesco S&P SmallCap Energy ETF buyer in Q4 2024 was Prosperity Capital Advisors, an estimated $1.93M added.
  • The largest Invesco S&P SmallCap Energy ETF seller in Q4 2024 was Bank of America, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2024.