Invesco S&P SmallCap Financials ETF
PSCF
32 hedge funds and large institutions have $13.4M invested in Invesco S&P SmallCap Financials ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
0.61% more ownership
Funds ownership: 40.13% → 40.75% (+0.61%)
6% less funds holding
Funds holding: 34 → 32 (-2)
11% less capital invested
Capital invested by funds: $14.9M → $13.4M (-$1.58M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$293K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$233K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$131K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$122K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$40.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$917K |
| 2 |
RWA
Redmont Wealth Advisors
Chicago,
Illinois
|
-$352K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$48K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$38.6K |
| 5 |
Morgan Stanley
New York
|
-$32.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWMA
26
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $9K | – | – | – |
|
|
TWA
27
TCI Wealth Advisors
Tucson,
Arizona
| $9K | – | – | – |
|
|
KFI
28
Key Financial Inc
West Chester,
Pennsylvania
| $6K | – | – | – |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $4K | – | – | – |
|
|
KIG
30
Kessler Investment Group
Columbus,
Indiana
| $3K | +$152 | +3 | +5% |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $2K | – | – | – |
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| $6 | – | – | – |
|
|
33
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$917K | -18,967 | Closed |
|
|
RWA
34
Redmont Wealth Advisors
Chicago,
Illinois
| – | -$352K | -7,285 | Closed |
|
|
35
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$48K | -1,000 | Closed |
|
|
PA
36
Parallel Advisors
San Francisco,
California
| – | -$24K | -500 | Closed |
|
PSCF Hedge Fund Activity: Q3 2022 in Review
32 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Financials ETF (PSCF) for Q3 2022, worth a combined $13.4M — down 11% from $14.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PSCF and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 11 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $293K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $917K sold.
- 32 institutional investors held Invesco S&P SmallCap Financials ETF (PSCF) as of Q3 2022, down from 34 in Q2 2022.
- Funds reported $13.4M of Invesco S&P SmallCap Financials ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap Financials ETF positions in Q3 2022 and 5 closed out, a net change of -2 holders.
- The largest Invesco S&P SmallCap Financials ETF buyer in Q3 2022 was Citadel Advisors, an estimated $293K added.
- The largest Invesco S&P SmallCap Financials ETF seller in Q3 2022 was Cambridge Investment Research Advisors, an estimated $917K sold.
Based on aggregated 13F filings for Q3 2022.