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Invesco S&P SmallCap Industrials ETF
PSCI

57 hedge funds and large institutions have $115M invested in Invesco S&P SmallCap Industrials ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 56 → 57 (+1)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

4.55% less ownership

Funds ownership: 68.79% → 64.24% (-4.5%)

13% less capital invested

Capital invested by funds: $132M → $115M (-$17.2M)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWL
Bogart Wealth LLC
Virginia
+$1.9M
2
Bank of America
Bank of America
North Carolina
+$1.88M
3
RIG
RiverFront Investment Group
Virginia
+$1.6M
4
TRCT
Tower Research Capital (TRC)
New York
+$932K
5
VF
Virtu Financial
New York
+$667K

Top Sellers

Rank Fund Capital Flow
1
Amundi
Amundi
France
-$6.81M
2
TF
Trek Financial
Arizona
-$6.57M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.29M
4
FFN
Focus Financial Network
Minnesota
-$1.26M
5
LPL Financial
LPL Financial
California
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
51
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.16K +$5.25K +43 New
AA
52
AlphaMark Advisors
Kentucky
$3K – – –
CWC
53
Carolinas Wealth Consulting
North Carolina
$2.88K – – –
SWM
54
Spire Wealth Management
Virginia
$2.64K – – –
ATPW
55
Ashton Thomas Private Wealth
Arizona
$2.04K +$2.08K +17 New
CAS
56
Coppell Advisory Solutions
Texas
$1.32K +$1.34K +11 New
HI
57
Harbour Investments
Wisconsin
$240 -$2.2K -18 -90%
TF
58
Trek Financial
Arizona
– -$6.57M -51,747 Closed
FFN
59
Focus Financial Network
Minnesota
– -$1.26M -10,616 Closed
PAG
60
Private Advisory Group
Washington
– -$459K -3,615 Closed
JIP
61
Jaffetilchin Investment Partners
Florida
– -$280K -2,204 Closed
GM
62
GeoWealth Management
Illinois
– -$210K -1,654 Closed
SFA
63
Source Financial Advisors
New York
– -$210K -1,654 Closed
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
– -$207K -1,631 Closed
RFG
65
RFP Financial Group
Georgia
– -$41K -178 Closed
EWA
66
EverSource Wealth Advisors
Alabama
– -$5.23K -44 Closed
1 2
3

PSCI Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Industrials ETF (PSCI) for Q2 2024, worth a combined $115M — down 13% from $132M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PSCI positions and 9 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Bogart Wealth LLC, opening a new position worth an estimated $1.9M. The largest seller was Amundi, cutting an estimated $6.81M.

  • 57 institutional investors held Invesco S&P SmallCap Industrials ETF (PSCI) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $115M of Invesco S&P SmallCap Industrials ETF stock for Q2 2024, down 13% quarter-over-quarter.
  • 10 funds opened new Invesco S&P SmallCap Industrials ETF positions in Q2 2024 and 9 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap Industrials ETF buyer in Q2 2024 was Bogart Wealth LLC, an estimated $1.9M added.
  • The largest Invesco S&P SmallCap Industrials ETF seller in Q2 2024 was Amundi, an estimated $6.81M sold.

Based on aggregated 13F filings for Q2 2024.