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Invesco S&P SmallCap Energy ETF

36 hedge funds and large institutions have $16.7M invested in Invesco S&P SmallCap Energy ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 3536 (+1)

5.63% less ownership

Funds ownership: 32.44%26.81% (-5.6%)

13% less capital invested

Capital invested by funds: $19.2M → $16.7M (-$2.52M)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Harbor Capital Advisors
Illinois
$3.66M -$1.08M -25,069 -23%
GJL
2
Gendell Jeffrey L
$2.94M
OPOWM
3
One Plus One Wealth Management
Florida
$1.41M -$31.2K -723 -2%
LPL Financial
4
LPL Financial
California
$986K -$57.7K -1,337 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$918K +$19.8K +458 +2%
UBS Group
6
UBS Group
Switzerland
$899K +$42.1K +977 +5%
Morgan Stanley
7
Morgan Stanley
New York
$844K -$59.1K -1,371 -7%
KAS
8
Kestra Advisory Services
Texas
$688K -$90.3K -2,093 -12%
William Blair & Company
9
William Blair & Company
Illinois
$675K -$92.9K -2,154 -12%
FGC
10
First Growth Capital
Maryland
$471K +$376K +8,722 New
HWM
11
Hohimer Wealth Management
Washington
$409K +$411K +9,518 New
DCM
12
Deuterium Capital Management
Florida
$387K
Bank of America
13
Bank of America
North Carolina
$332K -$75.4K -1,747 -18%
IWM
14
IHT Wealth Management
Illinois
$296K -$182K -4,215 -38%
TRCT
15
Tower Research Capital (TRC)
New York
$280K +$281K +6,504 New
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$216K -$26.2K -608 -11%
AWA
17
Arkadios Wealth Advisors
Georgia
$215K -$48.4K -1,122 -18%
CAM
18
Cresset Asset Management
Illinois
$211K +$211K +4,900 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$204K +$204K +4,739 New
Osaic Holdings
20
Osaic Holdings
Arizona
$193K -$80.5K -1,866 -29%
AUB
21
Atlantic Union Bankshares
Virginia
$165K +$1.12K +26 +0.7%
FFA
22
Farther Finance Advisors
California
$112K +$43.1K +1,000 +63%
WC
23
Wexford Capital
Florida
$33.2K +$20.1K +465 +151%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$28.9K
CWM
25
Copia Wealth Management
Oregon
$18.4K

PSCE Hedge Fund Activity: Q4 2025 in Review

36 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Energy ETF (PSCE) for Q4 2025, worth a combined $16.7M — down 13% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSCE positions and 6 closed out — a net gain of 2 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Hohimer Wealth Management, opening a new position worth an estimated $411K. The largest seller was Harbor Capital Advisors, cutting an estimated $1.08M.

  • 36 institutional investors held Invesco S&P SmallCap Energy ETF (PSCE) as of Q4 2025, up from 35 in Q3 2025.
  • Funds reported $16.7M of Invesco S&P SmallCap Energy ETF stock for Q4 2025, down 13% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Energy ETF positions in Q4 2025 and 6 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap Energy ETF buyer in Q4 2025 was Hohimer Wealth Management, an estimated $411K added.
  • The largest Invesco S&P SmallCap Energy ETF seller in Q4 2025 was Harbor Capital Advisors, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2025.