PSCF icon

Invesco S&P SmallCap Financials ETF

54 hedge funds and large institutions have $182M invested in Invesco S&P SmallCap Financials ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$149M 2,609,881 -341,634 -12%
NCMW
2
Northern Capital Management (Wisconsin)
Wisconsin
$4.08M 71,222 -3,355 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.45M 60,310 +58,116 +2,649%
Bank of America
4
Bank of America
North Carolina
$3.36M 58,776 +2,500 +4%
UBS Group
5
UBS Group
Switzerland
$3.09M 54,043 -11,700 -18%
Morgan Stanley
6
Morgan Stanley
New York
$2.91M 50,814 -3,668 -7%
VF
7
Virtu Financial
New York
$2.41M 42,113 +6,379 +18%
LPL Financial
8
LPL Financial
California
$2.27M 39,592 +16,935 +75%
KCM
9
Karp Capital Management
California
$1.79M 31,240 +31,240 New
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.2M 20,972 +3 +0%
RJA
11
Raymond James & Associates
Florida
$1.09M 19,010 +13,174 +226%
Citadel Advisors
12
Citadel Advisors
Florida
$919K 16,095 -1,236 -7%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$634K 11,097 -26,432 -70%
Jane Street
14
Jane Street
New York
$603K 10,532 +10,532 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$575K 10,051 +3,162 +46%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$552K 9,806 +215 +2%
WI
17
WrapManager Inc
California
$534K 9,331 -249 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$461K 8,051 +3,288 +69%
SG Americas Securities
19
SG Americas Securities
New York
$385K 6,736 +6,736 New
LWM
20
Lyons Wealth Management
Florida
$325K 5,682
HighTower Advisors
21
HighTower Advisors
Illinois
$299K 5,258 -262 -5%
AG
22
Advisor Group
Arizona
$284K 4,964 +4,302 +650%
CAL
23
Capital Advisors Ltd
Ohio
$241K 4,205 +4,205 New
M&T Bank
24
M&T Bank
New York
$220K 3,851 -84 -2%
CCG
25
Chatham Capital Group
Georgia
$213K 3,720