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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$350M +$3.18K +23 +0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.2M +$142K +1,028 +0.6%
Bank of America
3
Bank of America
North Carolina
$22.2M +$334K +2,415 +1%
RIG
4
RiverFront Investment Group
Virginia
$21.8M +$1.68M +12,144 +8%
Raymond James Financial
5
Raymond James Financial
Florida
$9.85M +$10.1M +73,336 New
UBS Group
6
UBS Group
Switzerland
$7.23M +$499K +3,608 +7%
LPL Financial
7
LPL Financial
California
$6.95M +$904K +6,532 +14%
MCM
8
MAI Capital Management
Ohio
$6.08M -$3.02M -21,795 -33%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.57M +$1.25K +9 +0%
SIC
10
Salem Investment Counselors
North Carolina
$3.34M -$92.6K -669 -3%
MWM
11
Modern Wealth Management
Kansas
$3.28M +$3.38M +24,410 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.89M -$64.4K -465 -2%
Morgan Stanley
13
Morgan Stanley
New York
$2.71M +$374K +2,700 +15%
VF
14
Virtu Financial
New York
$2.45M +$2.52M +18,242 New
BWL
15
Bogart Wealth LLC
Virginia
$2.31M +$93.6K +676 +4%
Wells Fargo
16
Wells Fargo
California
$1.3M -$104K -750 -7%
Amundi
17
Amundi
France
$1.22M +$1.25M +9,042 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.21M +$1.25M +9,021 New
Stifel Financial
19
Stifel Financial
Missouri
$1.16M -$22K -159 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.13M +$402K +2,905 +53%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.02M +$416K +3,008 +66%
JP Morgan Chase
22
JP Morgan Chase
New York
$976K +$224K +1,621 +29%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$971K +$440K +3,182 +79%
TRCT
24
Tower Research Capital (TRC)
New York
$847K +$491K +3,550 +129%
PAG
25
Private Advisor Group
New Jersey
$774K -$1.19M -8,632 -60%

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.