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Invesco S&P SmallCap Energy ETF

35 hedge funds and large institutions have $19.2M invested in Invesco S&P SmallCap Energy ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $20.1M → $19.2M (-$912K)

2.08% less ownership

Funds ownership: 34.52%32.44% (-2.1%)

5% less funds holding

Funds holding: 3735 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Harbor Capital Advisors
Illinois
$4.7M +$1.32M +32,533 +42%
GJL
2
Gendell Jeffrey L
$2.92M -$261K -6,400 -9%
OPOWM
3
One Plus One Wealth Management
Florida
$1.43M
LPL Financial
4
LPL Financial
California
$1.03M -$21.5K -527 -2%
MSAM
5
Moloney Securities Asset Management
Missouri
$1.02M -$9.81K -241 -1%
Morgan Stanley
6
Morgan Stanley
New York
$895K +$182K +4,468 +27%
Raymond James Financial
7
Raymond James Financial
Florida
$891K -$4.03K -99 -0.5%
UBS Group
8
UBS Group
Switzerland
$850K -$1.06M -26,086 -57%
KAS
9
Kestra Advisory Services
Texas
$772K -$216K -5,294 -23%
William Blair & Company
10
William Blair & Company
Illinois
$761K -$66.8K -1,641 -8%
HighTower Advisors
11
HighTower Advisors
Illinois
$487K +$122 +3 +0%
IWM
12
IHT Wealth Management
Illinois
$473K +$452K +11,103 New
Bank of America
13
Bank of America
North Carolina
$404K +$99.7K +2,447 +35%
DCM
14
Deuterium Capital Management
Florida
$384K
Northern Trust
15
Northern Trust
Illinois
$331K +$316K +7,755 New
Goldman Sachs
16
Goldman Sachs
New York
$289K -$3.1M -76,165 -92%
Osaic Holdings
17
Osaic Holdings
Arizona
$267K +$25.3K +620 +11%
AWA
18
Arkadios Wealth Advisors
Georgia
$261K +$13.2K +323 +6%
JCFM
19
JBR Co Financial Management
Oklahoma
$245K -$180K -4,416 -43%
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$236K +$229K +5,614 New
KAM
21
Kazazian Asset Management
Florida
$213K +$204K +5,000 New
AUB
22
Atlantic Union Bankshares
Virginia
$162K +$855 +21 +0.6%
FFA
23
Farther Finance Advisors
California
$68.2K +$65.2K +1,600 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$28.6K +$733 +18 +3%
CWM
25
Copia Wealth Management
Oregon
$18.2K -$5.87K -144 -25%

PSCE Hedge Fund Activity: Q3 2025 in Review

35 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q3 2025, worth a combined $19.2M — down 4.5% from $20.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PSCE and 8 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Harbor Capital Advisors, adding an estimated $1.32M. The largest seller was Goldman Sachs, cutting an estimated $3.1M.

  • 35 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q3 2025, down from 37 in Q2 2025.
  • Funds reported $19.2M of Invesco S&P SmallCap Energy ETF stock for Q3 2025, down 4.5% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Energy ETF positions in Q3 2025 and 10 closed out, a net change of -2 holders.
  • The largest Invesco S&P SmallCap Energy ETF buyer in Q3 2025 was Harbor Capital Advisors, an estimated $1.32M added.
  • The largest Invesco S&P SmallCap Energy ETF seller in Q3 2025 was Goldman Sachs, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2025.