Invesco S&P SmallCap Financials ETF
PSCF
23 hedge funds and large institutions have $9.29M invested in Invesco S&P SmallCap Financials ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 7 closing their positions.
27% more capital invested
Capital invested by funds: $7.29M → $9.29M (+$2M)
4.87% more ownership
Funds ownership: 37.38% → 42.25% (+4.9%)
15% less funds holding
Funds holding: 27 → 23 (-4)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.37M |
| 2 |
Morgan Stanley
New York
|
+$1.29M |
| 3 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$456K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$353K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$11.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.19M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$670K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$271K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$224K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$218K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
26
Raymond James & Associates
St Petersburg,
Florida
| – | -$218K | -5,252 | Closed |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$24K | -581 | Closed |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$16.6K | -400 | Closed |
|
|
CHA
29
Carmichael Hill & Associates
Gaithersburg,
Maryland
| – | -$12.7K | -305 | Closed |
|
|
RIA
30
Realta Investment Advisors
Wilmington,
Delaware
| – | -$9.52K | -227 | Closed |
|
PSCF Hedge Fund Activity: Q4 2023 in Review
23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Financials ETF (PSCF) for Q4 2023, worth a combined $9.29M — up 27% from $7.29M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PSCF and 3 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 4 added.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.37M. The largest seller was Wells Fargo, cutting an estimated $1.19M.
- 23 institutional investors held Invesco S&P SmallCap Financials ETF (PSCF) as of Q4 2023, down from 27 in Q3 2023.
- Funds reported $9.29M of Invesco S&P SmallCap Financials ETF stock for Q4 2023, up 27% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap Financials ETF positions in Q4 2023 and 7 closed out, a net change of -4 holders.
- The largest Invesco S&P SmallCap Financials ETF buyer in Q4 2023 was Cambridge Investment Research Advisors, an estimated $1.37M added.
- The largest Invesco S&P SmallCap Financials ETF seller in Q4 2023 was Wells Fargo, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2023.