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Invesco S&P SmallCap Information Technology ETF

78 hedge funds and large institutions have $170M invested in Invesco S&P SmallCap Information Technology ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

20% more capital invested

Capital invested by funds: $142M → $170M (+$28.7M)

10% more funds holding

Funds holding: 7178 (+7)

2.44% more ownership

Funds ownership: 110.22%112.66% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
20
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMEA
1
Main Management ETF Advisors
California
$53.6M +$8.59M +188,190 +19%
MM
2
Main Management
California
$22.3M +$189K +4,146 +0.9%
Bank of America
3
Bank of America
North Carolina
$16.3M +$1.76M +38,571 +12%
Morgan Stanley
4
Morgan Stanley
New York
$14.9M -$1.15M -25,089 -7%
Wells Fargo
5
Wells Fargo
California
$8.34M -$531K -11,634 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.61M +$2.17M +47,583 +63%
Goldman Sachs
7
Goldman Sachs
New York
$4.7M
UBS Group
8
UBS Group
Switzerland
$4.63M -$414K -9,063 -8%
TYCC
9
Texas Yale Capital Corp
Florida
$3.61M -$959 -21 -0%
AI
10
Atria Investments
North Carolina
$2.76M +$1.44M +31,557 +110%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.48M -$507K -11,106 -17%
Creative Planning
12
Creative Planning
Kansas
$2.14M -$10.1K -222 -0.5%
LPL Financial
13
LPL Financial
California
$2.12M +$101K +2,217 +5%
Stifel Financial
14
Stifel Financial
Missouri
$1.86M +$149K +3,270 +9%
MUAMU
15
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.85M
MIAN
16
Mariner Independent Advisor Network
Kansas
$1.48M +$1.48M +32,409 New
ST
17
Spinnaker Trust
Maine
$1.39M
RJA
18
Raymond James & Associates
Florida
$1.39M +$400K +8,760 +41%
Ameriprise
19
Ameriprise
Minnesota
$1.35M +$329K +7,212 +32%
JIP
20
Jaffetilchin Investment Partners
Florida
$1.26M +$652K +14,286 +108%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.15M -$38.1K -834 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.08M -$274 -6 -0%
KWM
23
Kingsview Wealth Management
Oregon
$1M +$976K +21,384 New
NW
24
NewEdge Wealth
Pennsylvania
$970K +$668K +14,637 +223%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$913K +$86.7K +1,899 +11%

PSCT Hedge Fund Activity: Q1 2021 in Review

78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Information Technology ETF (PSCT) for Q1 2021, worth a combined $170M — up 20% from $142M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSCT positions and 8 closed out — a net gain of 8 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Main Management ETF Advisors, adding an estimated $8.59M. The largest seller was Orion Portfolio Solutions, exiting entirely with an estimated $6.71M sold.

  • 78 institutional investors held Invesco S&P SmallCap Information Technology ETF (PSCT) as of Q1 2021, up from 71 in Q4 2020.
  • Funds reported $170M of Invesco S&P SmallCap Information Technology ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 16 funds opened new Invesco S&P SmallCap Information Technology ETF positions in Q1 2021 and 8 closed out, a net change of +8 holders.
  • The largest Invesco S&P SmallCap Information Technology ETF buyer in Q1 2021 was Main Management ETF Advisors, an estimated $8.59M added.
  • The largest Invesco S&P SmallCap Information Technology ETF seller in Q1 2021 was Orion Portfolio Solutions, an estimated $6.71M sold.

Based on aggregated 13F filings for Q1 2021.