Invesco S&P SmallCap Industrials ETF
PSCI
56 hedge funds and large institutions have $132M invested in Invesco S&P SmallCap Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
178% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 9
17% more capital invested
Capital invested by funds: $113M → $132M (+$18.8M)
14% more funds holding
Funds holding: 49 → 56 (+7)
1.19% less ownership
Funds ownership: 69.98% → 68.79% (-1.2%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$10.8M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$6.07M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$1.51M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.36M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.15M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.55M |
| 3 |
Amundi
Paris,
France
|
-$1.49M |
| 4 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
-$1M |
| 5 |
WWM
Whalen Wealth Management
Las Vegas,
Nevada
|
-$958K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
51
Avior Wealth Management
Omaha,
Nebraska
| $6.98K | +$6.45K | +55 | New |
|
|
EWA
52
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.23K | +$5.16K | +44 | New |
|
|
CWC
53
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $3.04K | +$2.81K | +24 | New |
|
|
AA
54
AlphaMark Advisors
Ft. Wright,
Kentucky
| $3K | -$9.5K | -81 | -79% |
|
|
SWM
55
Spire Wealth Management
Mclean,
Virginia
| $2.79K | – | – | – |
|
|
HI
56
Harbour Investments
Madison,
Wisconsin
| $2.54K | – | – | – |
|
|
HCA
57
Harbor Capital Advisors
Chicago,
Illinois
| – | -$1M | -8,644 | Closed |
|
|
WWM
58
Whalen Wealth Management
Las Vegas,
Nevada
| – | -$958K | -8,262 | Closed |
|
59
JP Morgan Chase
New York
| – | -$566K | -4,879 | Closed |
|
PSCI Hedge Fund Activity: Q1 2024 in Review
56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Industrials ETF (PSCI) for Q1 2024, worth a combined $132M — up 17% from $113M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PSCI positions and 3 closed out — a net gain of 8 holders — while 25 added to existing stakes and 9 trimmed.
The largest buyer was MAI Capital Management, opening a new position worth an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $2.15M.
- 56 institutional investors held Invesco S&P SmallCap Industrials ETF (PSCI) as of Q1 2024, up from 49 in Q4 2023.
- Funds reported $132M of Invesco S&P SmallCap Industrials ETF stock for Q1 2024, up 17% quarter-over-quarter.
- 11 funds opened new Invesco S&P SmallCap Industrials ETF positions in Q1 2024 and 3 closed out, a net change of +8 holders.
- The largest Invesco S&P SmallCap Industrials ETF buyer in Q1 2024 was MAI Capital Management, an estimated $10.8M added.
- The largest Invesco S&P SmallCap Industrials ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.15M sold.
Based on aggregated 13F filings for Q1 2024.