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Invesco S&P SmallCap Energy ETF

37 hedge funds and large institutions have $20.1M invested in Invesco S&P SmallCap Energy ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.98% less ownership

Funds ownership: 37.49%34.52% (-3%)

5% less funds holding

Funds holding: 3937 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

22% less capital invested

Capital invested by funds: $25.9M → $20.1M (-$5.8M)

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$3.22M -$1.16K -31 -0%
HCA
2
Harbor Capital Advisors
Illinois
$3.02M +$130K +3,490 +5%
GJL
3
Gendell Jeffrey L
$2.91M -$149K -4,000 -5%
UBS Group
4
UBS Group
Switzerland
$1.79M -$1.01M -26,978 -37%
OPOWM
5
One Plus One Wealth Management
Florida
$1.31M -$57.2K -1,533 -4%
LPL Financial
6
LPL Financial
California
$964K +$153K +4,087 +20%
MSAM
7
Moloney Securities Asset Management
Missouri
$939K -$18.4K -494 -2%
KAS
8
Kestra Advisory Services
Texas
$910K -$61.5K -1,648 -7%
Raymond James Financial
9
Raymond James Financial
Florida
$816K -$189K -5,069 -19%
William Blair & Company
10
William Blair & Company
Illinois
$757K -$18.6K -498 -2%
Morgan Stanley
11
Morgan Stanley
New York
$643K -$289K -7,745 -32%
HighTower Advisors
12
HighTower Advisors
Illinois
$444K -$38.8K -1,040 -8%
JCFM
13
JBR Co Financial Management
Oklahoma
$395K -$12.9K -346 -3%
DCM
14
Deuterium Capital Management
Florida
$350K
FAIM
15
Financial Advocates Investment Management
Washington
$303K -$1.16K -31 -0.4%
BAM
16
Belpointe Asset Management
Nevada
$283K -$26K -696 -9%
Bank of America
17
Bank of America
North Carolina
$273K -$34.8K -931 -12%
AWA
18
Arkadios Wealth Advisors
Georgia
$225K -$1.01K -27 -0.5%
Osaic Holdings
19
Osaic Holdings
Arizona
$223K +$68.7K +1,839 +47%
AUB
20
Atlantic Union Bankshares
Virginia
$147K +$141K +3,786 New
KIG
21
Kessler Investment Group
Indiana
$73.9K +$8.47K +227 +14%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$25.4K +$1.08K +29 +5%
CWM
23
Copia Wealth Management
Oregon
$22.2K -$2.73K -73 -11%
KWM
24
Kiker Wealth Management
Georgia
$16.4K +$15.8K +422 New
MWM
25
MGB Wealth Management
Texas
$15.6K +$112 +3 +0.8%

PSCE Hedge Fund Activity: Q2 2025 in Review

37 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q2 2025, worth a combined $20.1M — down 22% from $25.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PSCE and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 6 added.

The largest buyer was LPL Financial, adding an estimated $153K. The largest seller was UBS Group, cutting an estimated $1.01M.

  • 37 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q2 2025, down from 39 in Q1 2025.
  • Funds reported $20.1M of Invesco S&P SmallCap Energy ETF stock for Q2 2025, down 22% quarter-over-quarter.
  • 7 funds opened new Invesco S&P SmallCap Energy ETF positions in Q2 2025 and 8 closed out, a net change of -1 holder.
  • The largest Invesco S&P SmallCap Energy ETF buyer in Q2 2025 was LPL Financial, an estimated $153K added.
  • The largest Invesco S&P SmallCap Energy ETF seller in Q2 2025 was UBS Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2025.