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Invesco S&P SmallCap Energy ETF

39 hedge funds and large institutions have $25.9M invested in Invesco S&P SmallCap Energy ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $13K | Put options by funds: $4K

2.87% more ownership

Funds ownership: 34.63%37.49% (+2.9%)

15% less funds holding

Funds holding: 4639 (-7)

21% less capital invested

Capital invested by funds: $32.8M → $25.9M (-$6.93M)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
39
Holders Change
-7
Holders Change %
-15.22%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
15
Closed
11
Calls
$13K
Puts
$4K
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$3.48M +$134K +2,937 +4%
GJL
2
Gendell Jeffrey L
$3.3M
HCA
3
Harbor Capital Advisors
Illinois
$3.11M +$2.42M +52,771 +247%
UBS Group
4
UBS Group
Switzerland
$3.06M +$1.72M +37,607 +106%
OPOWM
5
One Plus One Wealth Management
Florida
$1.47M -$3.62K -79 -0.2%
Raymond James Financial
6
Raymond James Financial
Florida
$1.09M -$264K -5,768 -18%
KAS
7
Kestra Advisory Services
Texas
$1.05M -$41.5K -906 -3%
MSAM
8
Moloney Securities Asset Management
Missouri
$1.03M -$23.9K -522 -2%
Morgan Stanley
9
Morgan Stanley
New York
$1.02M -$655K -14,305 -37%
LPL Financial
10
LPL Financial
California
$868K +$52.9K +1,156 +6%
William Blair & Company
11
William Blair & Company
Illinois
$838K -$32K -700 -3%
TRCT
12
Tower Research Capital (TRC)
New York
$661K +$676K +14,760 +1,458%
FTUS
13
Flow Traders U.S.
New York
$624K +$682K +14,904 New
HighTower Advisors
14
HighTower Advisors
Illinois
$522K +$20.9K +456 +4%
IGAM
15
iA Global Asset Management
Quebec, Canada
$495K +$541K +11,810 New
JCFM
16
JBR Co Financial Management
Oklahoma
$441K -$16.1K -352 -3%
DCM
17
Deuterium Capital Management
Florida
$377K
Citadel Advisors
18
Citadel Advisors
Florida
$367K -$296K -6,467 -42%
FNBT
19
FineMark National Bank & Trust
Florida
$347K +$180K +3,928 +90%
BAM
20
Belpointe Asset Management
Nevada
$335K +$366K +7,987 New
Bank of America
21
Bank of America
North Carolina
$334K -$155K -3,395 -30%
FAIM
22
Financial Advocates Investment Management
Washington
$328K -$4.03K -88 -1%
AWA
23
Arkadios Wealth Advisors
Georgia
$244K +$266K +5,818 New
Osaic Holdings
24
Osaic Holdings
Arizona
$164K -$33.2K -726 -16%
SSB
25
Sandy Spring Bank
Maryland
$158K -$185K -4,052 -52%

PSCE Hedge Fund Activity: Q1 2025 in Review

39 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q1 2025, worth a combined $25.9M — down 21% from $32.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSCE and 6 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Harbor Capital Advisors, adding an estimated $2.42M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $2.73M sold.

  • 39 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q1 2025, down from 46 in Q4 2024.
  • Funds reported $25.9M of Invesco S&P SmallCap Energy ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap Energy ETF positions in Q1 2025 and 11 closed out, a net change of -5 holders.
  • The largest Invesco S&P SmallCap Energy ETF buyer in Q1 2025 was Harbor Capital Advisors, an estimated $2.42M added.
  • The largest Invesco S&P SmallCap Energy ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $2.73M sold.

Based on aggregated 13F filings for Q1 2025.