We are live on ! Find out more
PSCI icon

Invesco S&P SmallCap Industrials ETF

70 hedge funds and large institutions have $486M invested in Invesco S&P SmallCap Industrials ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

289% more capital invested

Capital invested by funds: $125M → $486M (+$361M)

23% more funds holding

Funds holding: 5770 (+13)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

1.09% less ownership

Funds ownership: 62.9%61.81% (-1.1%)

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
21
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$710K +$447K +3,233 +157%
Truist Financial
27
Truist Financial
North Carolina
$566K -$11.9K -86 -2%
VNA
28
Valley National Advisers
Pennsylvania
$517K +$99K +715 +23%
Citadel Advisors
29
Citadel Advisors
Florida
$325K -$552K -3,985 -62%
SWP
30
Stratos Wealth Partners
Ohio
$320K +$56.1K +405 +20%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$311K -$277 -2 -0.1%
HCA
32
Harbor Capital Advisors
Illinois
$303K +$312K +2,257 New
JIP
33
Jaffetilchin Investment Partners
Florida
$272K +$280K +2,025 New
US Bancorp
34
US Bancorp
Minnesota
$271K -$1.12M -8,068 -80%
TA
35
TFG Advisers
Michigan
$262K +$415 +3 +0.2%
EFG
36
Elm3 Financial Group
Georgia
$245K +$252K +1,820 New
CPC
37
Cookson Peirce & Co
Pennsylvania
$243K -$10.2K -74 -4%
GIA
38
Gladstone Institutional Advisory
Florida
$226K +$233K +1,684 New
NPFS
39
Novak & Powell Financial Services
Florida
$217K -$6.92K -50 -3%
GM
40
GeoWealth Management
Illinois
$214K -$5.81K -42 -3%
SC
41
Savant Capital
Illinois
$214K +$221K +1,595 New
WS
42
Wedbush Securities
California
$205K -$41.9K -303 -17%
MW
43
Marcum Wealth
Ohio
$202K -$1.38K -10 -0.7%
GRP
44
Global Retirement Partners
California
$164K +$277 +2 +0.2%
Comerica Bank
45
Comerica Bank
Texas
$133K -$138 -1 -0.1%
KIG
46
Kessler Investment Group
Indiana
$95K -$48.4K -350 -33%
PTC
47
Private Trust Company
Ohio
$90.6K
AW
48
Avion Wealth
Texas
$67K +$69.2K +500 New
TPCW
49
TD Private Client Wealth
New York
$54K
Jones Financial Companies
50
Jones Financial Companies
Missouri
$34.5K +$30K +217 +543%

PSCI Hedge Fund Activity: Q4 2024 in Review

70 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Industrials ETF (PSCI) for Q4 2024, worth a combined $486M — up 289% from $125M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSCI positions and 2 closed out — a net gain of 16 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $3.38M. The largest seller was MAI Capital Management, cutting an estimated $3.02M.

  • 70 institutional investors held Invesco S&P SmallCap Industrials ETF (PSCI) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $486M of Invesco S&P SmallCap Industrials ETF stock for Q4 2024, up 289% quarter-over-quarter.
  • 18 funds opened new Invesco S&P SmallCap Industrials ETF positions in Q4 2024 and 2 closed out, a net change of +16 holders.
  • The largest Invesco S&P SmallCap Industrials ETF buyer in Q4 2024 was Modern Wealth Management, an estimated $3.38M added.
  • The largest Invesco S&P SmallCap Industrials ETF seller in Q4 2024 was MAI Capital Management, an estimated $3.02M sold.

Based on aggregated 13F filings for Q4 2024.