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Invesco S&P SmallCap Information Technology ETF

59 hedge funds and large institutions have $61.8M invested in Invesco S&P SmallCap Information Technology ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3.01% more ownership

Funds ownership: 77.96%80.97% (+3%)

2% more funds holding

Funds holding: 5859 (+1)

2% less capital invested

Capital invested by funds: $63.3M → $61.8M (-$1.51M)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$399K -$13.5K -456 -3%
PIMG
27
Patriot Investment Management Group
Tennessee
$385K
OIA
28
OneDigital Investment Advisors
Kansas
$355K
JIP
29
Jaffetilchin Investment Partners
Florida
$335K +$119K +4,014 +53%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$291K -$64.5K -2,172 -18%
AAS
31
Avantax Advisory Services
Texas
$250K +$260K +8,739 New
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$222K -$111K -3,750 -33%
SPIA
33
Steward Partners Investment Advisory
New York
$179K
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$125K
US Bancorp
35
US Bancorp
Minnesota
$122K -$28.6K -963 -19%
ASN
36
Advisory Services Network
Georgia
$84K +$86.3K +2,904 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$75K +$446 +15 +0.6%
Franklin Resources
38
Franklin Resources
California
$73K
GWM
39
Geneos Wealth Management
Colorado
$66K
CFO
40
CVA Family Office
Colorado
$63K +$8.91K +300 +16%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$32K -$15.1K -510 -31%
NFG
42
Next Financial Group
Texas
$31K +$31.6K +1,065 New
FFA
43
Founders Financial Alliance
North Carolina
$27K +$28.3K +954 New
BFO
44
Biltmore Family Office
North Carolina
$21K
PO
45
Private Ocean
California
$13K
VFA
46
Valeo Financial Advisors
Indiana
$12K +$12.5K +420 New
LWA
47
Lenox Wealth Advisors
New York
$10K
OIA
48
Optimum Investment Advisors
Illinois
$10K
QCG
49
Quadrant Capital Group
Ohio
$10K
TFA
50
Toth Financial Advisory
Virginia
$9K

PSCT Hedge Fund Activity: Q3 2020 in Review

59 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Information Technology ETF (PSCT) for Q3 2020, worth a combined $61.8M — down 2.4% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PSCT positions and 8 closed out — a net gain of 1 holder — while 9 added to existing stakes and 19 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.88M. The largest seller was Susquehanna International Group, cutting an estimated $2.46M.

  • 59 institutional investors held Invesco S&P SmallCap Information Technology ETF (PSCT) as of Q3 2020, up from 58 in Q2 2020.
  • Funds reported $61.8M of Invesco S&P SmallCap Information Technology ETF stock for Q3 2020, down 2.4% quarter-over-quarter.
  • 9 funds opened new Invesco S&P SmallCap Information Technology ETF positions in Q3 2020 and 8 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap Information Technology ETF buyer in Q3 2020 was Citadel Advisors, an estimated $3.88M added.
  • The largest Invesco S&P SmallCap Information Technology ETF seller in Q3 2020 was Susquehanna International Group, an estimated $2.46M sold.

Based on aggregated 13F filings for Q3 2020.