Invesco S&P SmallCap Financials ETF
PSCF
23 hedge funds and large institutions have $5.36M invested in Invesco S&P SmallCap Financials ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
5.63% less ownership
Funds ownership: 34.15% → 28.51% (-5.6%)
8% less funds holding
Funds holding: 25 → 23 (-2)
23% less capital invested
Capital invested by funds: $6.99M → $5.36M (-$1.63M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$368K |
| 2 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$212K |
| 3 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$86.6K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$45.5K |
| 5 |
LPL Financial
San Diego,
California
|
+$39.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.49M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$506K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$317K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$231K |
| 5 |
KIG
Kessler Investment Group
Columbus,
Indiana
|
-$94.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| – | -$55 | -1 | Closed |
|
PSCF Hedge Fund Activity: Q4 2024 in Review
23 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Financials ETF (PSCF) for Q4 2024, worth a combined $5.36M — down 23% from $6.99M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSCF and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.
The largest buyer was Morgan Stanley, adding an estimated $368K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.49M sold.
- 23 institutional investors held Invesco S&P SmallCap Financials ETF (PSCF) as of Q4 2024, down from 25 in Q3 2024.
- Funds reported $5.36M of Invesco S&P SmallCap Financials ETF stock for Q4 2024, down 23% quarter-over-quarter.
- 2 funds opened new Invesco S&P SmallCap Financials ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
- The largest Invesco S&P SmallCap Financials ETF buyer in Q4 2024 was Morgan Stanley, an estimated $368K added.
- The largest Invesco S&P SmallCap Financials ETF seller in Q4 2024 was Goldman Sachs, an estimated $1.49M sold.
Based on aggregated 13F filings for Q4 2024.