Invesco S&P SmallCap Industrials ETF
PSCI
29 hedge funds and large institutions have $79.7M invested in Invesco S&P SmallCap Industrials ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
104% more capital invested
Capital invested by funds: $39.1M → $79.7M (+$40.7M)
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
18.4% more ownership
Funds ownership: 43.84% → 62.24% (+18%)
16% more funds holding
Funds holding: 25 → 29 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$29.8M |
| 2 |
LWA
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
+$8.47M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$805K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$754K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$678K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$962K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$636K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$502K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$409K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$223K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7K | – | – | – |
|
|
HWMA
27
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $7K | +$7.19K | +76 | New |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $6K | – | – | – |
|
|
BAM
29
Belpointe Asset Management
Reno,
Nevada
| – | -$636K | -6,781 | Closed |
|
|
30
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$223K | -2,379 | Closed |
|
|
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$93.8K | -1,000 | Closed |
|
|
ACM
32
Allred Capital Management
Dallas,
Texas
| – | -$3.94K | -42 | Closed |
|
33
Fidelity Investments
Boston,
Massachusetts
| – | +$95 | +1 | New |
|
PSCI Hedge Fund Activity: Q2 2021 in Review
29 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Industrials ETF (PSCI) for Q2 2021, worth a combined $79.7M — up 104% from $39.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PSCI positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $29.8M. The largest seller was Royal Bank of Canada, cutting an estimated $962K.
- 29 institutional investors held Invesco S&P SmallCap Industrials ETF (PSCI) as of Q2 2021, up from 25 in Q1 2021.
- Funds reported $79.7M of Invesco S&P SmallCap Industrials ETF stock for Q2 2021, up 104% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap Industrials ETF positions in Q2 2021 and 4 closed out, a net change of +4 holders.
- The largest Invesco S&P SmallCap Industrials ETF buyer in Q2 2021 was Raymond James Financial Services Advisors, an estimated $29.8M added.
- The largest Invesco S&P SmallCap Industrials ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $962K sold.
Based on aggregated 13F filings for Q2 2021.