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Invesco S&P SmallCap Information Technology ETF

71 hedge funds and large institutions have $142M invested in Invesco S&P SmallCap Information Technology ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

22% more funds holding

Funds holding: 5871 (+13)

12% more capital invested

Capital invested by funds: $127M → $142M (+$14.8M)

0.77% less ownership

Funds ownership: 123.85%123.07% (-0.77%)

50% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 24

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
12
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$37K
NFG
52
Next Financial Group
Texas
$34K +$3.93K +129 +14%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$31K +$29.3K +963 +8,025%
SFSIG
54
San Francisco Sentry Investment Group
California
$27K
BFO
55
Biltmore Family Office
North Carolina
$24K
QCG
56
Quadrant Capital Group
Ohio
$16K +$16.4K +540 New
PO
57
Private Ocean
California
$15K
IWP
58
IAG Wealth Partners
Wisconsin
$14K +$12.4K +408 New
TAM
59
Townsend Asset Management
North Carolina
$12K +$11K +360 New
OIA
60
Optimum Investment Advisors
Illinois
$11K
RIA
61
Realta Investment Advisors
Delaware
$9K -$17.3K -567 -65%
FANJ
62
Financial Architects (New Jersey)
New Jersey
$9K
BFEC
63
Benjamin F. Edwards & Company
Missouri
$7K
GT
64
Glenmede Trust
Pennsylvania
$7K
GRP
65
Global Retirement Partners
California
$4K
HWM
66
HighMark Wealth Management
Minnesota
$4K +$3.84K +126 New
RG
67
Retirement Group
California
$4K +$4.2K +138 New
ACM
68
Allred Capital Management
Texas
$3.75K +$3.56K +117 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$3K +$3.2K +105 New
CAAS
70
Capital Asset Advisory Services
Michigan
$2K +$1.83K +60 New
APA
71
American Portfolios Advisors
New York
$1.08K
MIG
72
McGuire Investment Group
Rhode Island
-$344K -12,027 Closed
APP
73
Avantax Planning Partners
Iowa
-$306K -10,704 Closed

PSCT Hedge Fund Activity: Q4 2019 in Review

71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Information Technology ETF (PSCT) for Q4 2019, worth a combined $142M — up 12% from $127M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSCT positions and 2 closed out — a net gain of 14 holders — while 12 added to existing stakes and 24 trimmed.

The largest buyer was First Allied Advisory Services, opening a new position worth an estimated $1.34M. The largest seller was Royal Bank of Canada, cutting an estimated $1.56M.

  • 71 institutional investors held Invesco S&P SmallCap Information Technology ETF (PSCT) as of Q4 2019, up from 58 in Q3 2019.
  • Funds reported $142M of Invesco S&P SmallCap Information Technology ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 16 funds opened new Invesco S&P SmallCap Information Technology ETF positions in Q4 2019 and 2 closed out, a net change of +14 holders.
  • The largest Invesco S&P SmallCap Information Technology ETF buyer in Q4 2019 was First Allied Advisory Services, an estimated $1.34M added.
  • The largest Invesco S&P SmallCap Information Technology ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2019.