Invesco S&P SmallCap Industrials ETF
PSCI
36 hedge funds and large institutions have $30M invested in Invesco S&P SmallCap Industrials ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
20% more funds holding
Funds holding: 30 → 36 (+6)
7% more capital invested
Capital invested by funds: $28.1M → $30M (+$1.97M)
2.86% less ownership
Funds ownership: 46.22% → 43.37% (-2.9%)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$355K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$132K |
| 3 |
Morgan Stanley
New York
|
+$63.3K |
| 4 |
LPL Financial
San Diego,
California
|
+$35.5K |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$20.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$914K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$610K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$392K |
| 4 |
LWA
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
-$239K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
26
Key Financial Inc
West Chester,
Pennsylvania
| $8.25K | – | – | – |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.69K | – | – | – |
|
|
BAM
28
Belpointe Asset Management
Reno,
Nevada
| $6.22K | +$6.21K | +70 | New |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $5.77K | – | – | – |
|
|
CSPIA
30
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $4.08K | +$4.08K | +46 | New |
|
|
MCC
31
Money Concepts Capital
Palm Beach Gardens,
Florida
| $3.55K | +$3.55K | +40 | New |
|
32
Fidelity Investments
Boston,
Massachusetts
| $3.5K | – | – | – |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $3K | – | – | – |
|
|
CAS
34
Coppell Advisory Solutions
Coppell,
Texas
| $2.22K | +$2.22K | +25 | New |
|
|
CASC
35
Coppell Advisory Solutions Corp
Coppell,
Texas
| $2.22K | +$2.22K | +25 | New |
|
36
Osaic Holdings
Scottsdale,
Arizona
| – | -$13.3K | -150 | -97% |
|
37
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -10 | Closed |
|
PSCI Hedge Fund Activity: Q4 2022 in Review
36 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Industrials ETF (PSCI) for Q4 2022, worth a combined $30M — up 7% from $28.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PSCI positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was Gladstone Institutional Advisory, adding an estimated $355K. The largest seller was Royal Bank of Canada, cutting an estimated $914K.
- 36 institutional investors held Invesco S&P SmallCap Industrials ETF (PSCI) as of Q4 2022, up from 30 in Q3 2022.
- Funds reported $30M of Invesco S&P SmallCap Industrials ETF stock for Q4 2022, up 7% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap Industrials ETF positions in Q4 2022 and 2 closed out, a net change of +6 holders.
- The largest Invesco S&P SmallCap Industrials ETF buyer in Q4 2022 was Gladstone Institutional Advisory, an estimated $355K added.
- The largest Invesco S&P SmallCap Industrials ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $914K sold.
Based on aggregated 13F filings for Q4 2022.