We are live on ! Find out more
PSCF icon

Invesco S&P SmallCap Financials ETF

30 hedge funds and large institutions have $17.1M invested in Invesco S&P SmallCap Financials ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

77% more capital invested

Capital invested by funds: $9.65M → $17.1M (+$7.43M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

7% more funds holding

Funds holding: 2830 (+2)

3.52% more ownership

Funds ownership: 32.87%36.4% (+3.5%)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.45M -$52.7K -970 -1%
Bank of America
2
Bank of America
North Carolina
$3.14M +$1.61M +29,732 +115%
Morgan Stanley
3
Morgan Stanley
New York
$1.99M +$374K +6,884 +24%
RJA
4
Raymond James & Associates
Florida
$1.8M +$1.37M +25,248 +388%
UBS Group
5
UBS Group
Switzerland
$949K +$489K +9,004 +116%
SWA
6
Stratos Wealth Advisors
Ohio
$933K +$896K +16,496 New
LPL Financial
7
LPL Financial
California
$617K +$268K +4,938 +83%
Osaic Holdings
8
Osaic Holdings
Arizona
$503K +$416K +7,670 +627%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$414K +$398K +7,325 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$410K -$62.1K -1,144 -14%
CCG
11
Chatham Capital Group
Georgia
$284K
RAM
12
Riggs Asset Management
Pennsylvania
$180K +$173K +3,182 New
CF
13
Centaurus Financial
California
$109K +$105K +1,935 New
CCC
14
Crescent Capital Consulting
Louisiana
$57K
EFSCE
15
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$48.6K +895 New
FFA
16
Founders Financial Alliance
North Carolina
$32K
MA
17
Montag & Associates
Georgia
$29K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$23K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19K -$43.4K -799 -71%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$18K
CHA
21
Carmichael Hill & Associates
Maryland
$17K
LWM
22
Liberty Wealth Management
California
$17K
TWA
23
TCI Wealth Advisors
Arizona
$11K
GRP
24
Global Retirement Partners
California
$9K -$8.85K -163 -50%
SPIA
25
Steward Partners Investment Advisory
New York
$8.49K -$1.36K -25 -14%

PSCF Hedge Fund Activity: Q1 2021 in Review

30 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Financials ETF (PSCF) for Q1 2021, worth a combined $17.1M — up 77% from $9.65M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PSCF positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $1.61M. The largest seller was Goldman Sachs, exiting entirely with an estimated $225K sold.

  • 30 institutional investors held Invesco S&P SmallCap Financials ETF (PSCF) as of Q1 2021, up from 28 in Q4 2020.
  • Funds reported $17.1M of Invesco S&P SmallCap Financials ETF stock for Q1 2021, up 77% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap Financials ETF positions in Q1 2021 and 3 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap Financials ETF buyer in Q1 2021 was Bank of America, an estimated $1.61M added.
  • The largest Invesco S&P SmallCap Financials ETF seller in Q1 2021 was Goldman Sachs, an estimated $225K sold.

Based on aggregated 13F filings for Q1 2021.