We are live on ! Find out more
PSCT icon

Invesco S&P SmallCap Information Technology ETF

84 hedge funds and large institutions have $80.8M invested in Invesco S&P SmallCap Information Technology ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 8784 (-3)

7% less capital invested

Capital invested by funds: $86.8M → $80.8M (-$5.98M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

33% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 30

52.72% less ownership

Funds ownership: 78.98%26.25% (-53%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
20
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$12.1M -$161K -3,467 -1%
Morgan Stanley
2
Morgan Stanley
New York
$11.5M +$44K +945 +0.4%
Goldman Sachs
3
Goldman Sachs
New York
$5.34M -$129K -2,781 -2%
Wells Fargo
4
Wells Fargo
California
$4.92M +$184K +3,962 +4%
LPL Financial
5
LPL Financial
California
$3.88M +$723K +15,519 +21%
TF
6
Theory Financial
Colorado
$3.52M -$272K -5,843 -7%
TYCC
7
Texas Yale Capital Corp
Florida
$3.43M -$47 -1 -0%
UBS Group
8
UBS Group
Switzerland
$2.39M -$16.6K -356 -0.6%
HIM
9
Harbour Investment Management
Washington
$2.36M -$23.3K -500 -0.9%
Stifel Financial
10
Stifel Financial
Missouri
$2.35M +$314K +6,735 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.82M -$115K -2,469 -6%
AI
12
Atria Investments
North Carolina
$1.74M +$12.5K +268 +0.7%
AAS
13
Avantax Advisory Services
Texas
$1.35M -$5.26K -113 -0.4%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.28M +$116K +2,492 +9%
ST
15
Spinnaker Trust
Maine
$1.27M -$63.8K -1,370 -5%
MIG
16
McGuire Investment Group
Rhode Island
$1.24M +$28.7K +616 +2%
OC
17
Oppenheimer & Co
New York
$1.23M +$83.2K +1,787 +7%
RJA
18
Raymond James & Associates
Florida
$1.23M -$58.2K -1,250 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.15M +$350K +7,519 +40%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$1.11M +$1.19M +25,450 New
PSF
21
Pacific Sun Financial
California
$1.1M -$39.8K -855 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$983K +$2.61K +56 +0.2%
CAM
23
Cresset Asset Management
Illinois
$982K -$54K -1,159 -5%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$862K -$34.8K -748 -4%
Creative Planning
25
Creative Planning
Kansas
$742K -$630K -13,530 -44%

PSCT Hedge Fund Activity: Q3 2023 in Review

84 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Information Technology ETF (PSCT) for Q3 2023, worth a combined $80.8M — down 6.9% from $86.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PSCT and 6 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 20 added.

The largest buyer was Steel Grove Capital Advisors, opening a new position worth an estimated $1.19M. The largest seller was Gladstone Institutional Advisory, exiting entirely with an estimated $981K sold.

  • 84 institutional investors held Invesco S&P SmallCap Information Technology ETF (PSCT) as of Q3 2023, down from 87 in Q2 2023.
  • Funds reported $80.8M of Invesco S&P SmallCap Information Technology ETF stock for Q3 2023, down 6.9% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap Information Technology ETF positions in Q3 2023 and 9 closed out, a net change of -3 holders.
  • The largest Invesco S&P SmallCap Information Technology ETF buyer in Q3 2023 was Steel Grove Capital Advisors, an estimated $1.19M added.
  • The largest Invesco S&P SmallCap Information Technology ETF seller in Q3 2023 was Gladstone Institutional Advisory, an estimated $981K sold.

Based on aggregated 13F filings for Q3 2023.