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Invesco S&P SmallCap Industrials ETF
PSCI

51 hedge funds and large institutions have $76.6M invested in Invesco S&P SmallCap Industrials ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

112% more capital invested

Capital invested by funds: $36.1M → $76.6M (+$40.5M)

70% more funds holding

Funds holding: 30 → 51 (+21)

13.23% more ownership

Funds ownership: 46.1% → 59.33% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
51
Holders Change
+21
Holders Change %
+70%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$9.51M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.59M
3
RJA
Raymond James & Associates
Florida
+$6.57M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.25M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
FEM
Fulcrum Equity Management
Texas
-$2.36M
2
LCGC
Legacy Capital Group California
California
-$1.44M
3
TRCT
Tower Research Capital (TRC)
New York
-$550K
4
Morgan Stanley
Morgan Stanley
New York
-$464K
5
LWA
LWS Wealth Advisors
New Jersey
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
26
Source Financial Advisors
New York
$317K +$291K +3,041 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$293K +$269K +2,813 New
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$289K +$265K +2,774 New
US Bancorp
29
US Bancorp
Minnesota
$208K – – –
TA
30
TFG Advisers
Michigan
$201K +$185K +1,931 New
RFG
31
RFP Financial Group
Georgia
$144K +$133K +1,386 New
GRP
32
Global Retirement Partners
California
$126K +$191 +2 +0.2%
MIM
33
MTM Investment Management
South Carolina
$124K – – –
TPCW
34
TD Private Client Wealth
New York
$30.1K +$27.6K +289 New
AA
35
AlphaMark Advisors
Kentucky
$27K -$9.47K -99 -28%
TRCT
36
Tower Research Capital (TRC)
New York
$24.2K -$550K -5,753 -96%
BAAM
37
Baker Avenue Asset Management
California
$23.9K – – –
GI
38
Gradient Investments
Minnesota
$18.1K +$16.6K +174 New
TFP
39
Tilia Fiduciary Partners
North Carolina
$12.6K – – –
KFI
40
Key Financial Inc
Pennsylvania
$11K – – –
KIG
41
Kessler Investment Group
Indiana
$8.76K +$191 +2 +2%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$7.84K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$6.77K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$6.56K +$6.02K +63 New
IA
45
IFP Advisors
Florida
$5.21K – – –
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$4.79K – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$4.1K – – –
SWM
48
Spire Wealth Management
Virginia
$2.29K +$2.1K +22 New
S
49
SignatureFD
Georgia
$1.98K +$1.82K +19 New
HI
50
Harbour Investments
Wisconsin
$1.87K +$1.72K +18 New
1
2
3

PSCI Hedge Fund Activity: Q2 2023 in Review

51 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Industrials ETF (PSCI) for Q2 2023, worth a combined $76.6M — up 112% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PSCI positions and 3 closed out — a net gain of 21 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $9.51M. The largest seller was Fulcrum Equity Management, exiting entirely with an estimated $2.36M sold.

  • 51 institutional investors held Invesco S&P SmallCap Industrials ETF (PSCI) as of Q2 2023, up from 30 in Q1 2023.
  • Funds reported $76.6M of Invesco S&P SmallCap Industrials ETF stock for Q2 2023, up 112% quarter-over-quarter.
  • 24 funds opened new Invesco S&P SmallCap Industrials ETF positions in Q2 2023 and 3 closed out, a net change of +21 holders.
  • The largest Invesco S&P SmallCap Industrials ETF buyer in Q2 2023 was RiverFront Investment Group, an estimated $9.51M added.
  • The largest Invesco S&P SmallCap Industrials ETF seller in Q2 2023 was Fulcrum Equity Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2023.