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Invesco S&P SmallCap Information Technology ETF

94 hedge funds and large institutions have $101M invested in Invesco S&P SmallCap Information Technology ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 27 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

1.34% more ownership

Funds ownership: 31.23%32.56% (+1.3%)

1% more capital invested

Capital invested by funds: $99.9M → $101M (+$1.01M)

2% less funds holding

Funds holding: 9694 (-2)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
19
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$797K -$6.08K -125 -0.7%
JCFM
27
JBR Co Financial Management
Oklahoma
$736K
ST
28
Somerset Trust
Pennsylvania
$642K
PIMG
29
Patriot Investment Management Group
Tennessee
$638K
MIG
30
McGuire Investment Group
Rhode Island
$628K -$30.7K -631 -5%
Creative Planning
31
Creative Planning
Kansas
$614K +$134K +2,753 +27%
OMC
32
Old Mission Capital
Illinois
$599K +$331K +6,800 +118%
OIA
33
OneDigital Investment Advisors
Kansas
$586K
AWM
34
Apollon Wealth Management
South Carolina
$584K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$565K -$16.7K -344 -3%
CAM
36
Cresset Asset Management
Illinois
$556K -$43.9K -903 -7%
MWM
37
MGB Wealth Management
Texas
$530K +$49 +1 +0%
JIP
38
Jaffetilchin Investment Partners
Florida
$448K +$438K +9,013 +2,366%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$439K -$35.4K -728 -7%
GIA
40
Gladstone Institutional Advisory
Florida
$414K +$138K +2,848 +49%
Osaic Holdings
41
Osaic Holdings
Arizona
$388K +$57.7K +1,188 +17%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$362K -$201K -4,145 -35%
SPIA
43
Steward Partners Investment Advisory
New York
$315K +$16.9K +347 +6%
AMI
44
Amica Mutual Insurance
Rhode Island
$312K -$263K -5,413 -45%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$290K
CCC
46
Compass Capital Corp
Massachusetts
$277K +$282K +5,804 New
ES
47
Eagle Strategies
New York
$262K +$267K +5,497 New
BPA
48
Beacon Pointe Advisors
California
$260K
YWM
49
Yoder Wealth Management
California
$254K -$11.4K -235 -4%
WBG
50
Wharton Business Group
Pennsylvania
$250K

PSCT Hedge Fund Activity: Q4 2024 in Review

94 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Information Technology ETF (PSCT) for Q4 2024, worth a combined $101M — up 1% from $99.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PSCT positions and 9 closed out — a net gain of 1 holder — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.63M. The largest seller was Private Advisor Group, exiting entirely with an estimated $974K sold.

  • 94 institutional investors held Invesco S&P SmallCap Information Technology ETF (PSCT) as of Q4 2024, down from 96 in Q3 2024.
  • Funds reported $101M of Invesco S&P SmallCap Information Technology ETF stock for Q4 2024, up 1% quarter-over-quarter.
  • 10 funds opened new Invesco S&P SmallCap Information Technology ETF positions in Q4 2024 and 9 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap Information Technology ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $2.63M added.
  • The largest Invesco S&P SmallCap Information Technology ETF seller in Q4 2024 was Private Advisor Group, an estimated $974K sold.

Based on aggregated 13F filings for Q4 2024.