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Invesco S&P SmallCap Information Technology ETF

88 hedge funds and large institutions have $101M invested in Invesco S&P SmallCap Information Technology ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $80.8M → $101M (+$19.8M)

5% more funds holding

Funds holding: 8488 (+4)

3.95% more ownership

Funds ownership: 26.25%30.2% (+4%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.6M +$10.7M +245,479 +93%
Bank of America
2
Bank of America
North Carolina
$13.7M +$369K +8,498 +3%
Goldman Sachs
3
Goldman Sachs
New York
$5.79M -$90.4K -2,082 -2%
Wells Fargo
4
Wells Fargo
California
$5.76M +$308K +7,104 +6%
LPL Financial
5
LPL Financial
California
$4.6M +$283K +6,520 +7%
TYCC
6
Texas Yale Capital Corp
Florida
$3.78M
Stifel Financial
7
Stifel Financial
Missouri
$3.19M +$544K +12,530 +23%
HIM
8
Harbour Investment Management
Washington
$2.61M
UBS Group
9
UBS Group
Switzerland
$2.44M -$172K -3,967 -7%
NFP
10
Narus Financial Partners
Utah
$2.33M +$1.81M +41,752 +632%
OC
11
Oppenheimer & Co
New York
$1.68M +$290K +6,687 +24%
MIG
12
McGuire Investment Group
Rhode Island
$1.54M +$159K +3,661 +13%
SGCA
13
Steel Grove Capital Advisors
Tennessee
$1.45M +$200K +4,600 +18%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$1.42M +$582K +13,397 +84%
ST
15
Spinnaker Trust
Maine
$1.4M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.32M +$44.8K +1,031 +4%
AAS
17
Avantax Advisory Services
Texas
$1.31M -$158K -3,632 -12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.19M +$95.6K +2,202 +10%
PSF
19
Pacific Sun Financial
California
$1.16M -$46K -1,060 -4%
RJA
20
Raymond James & Associates
Florida
$1.12M -$214K -4,922 -18%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.1M -$818K -18,828 -45%
CAM
22
Cresset Asset Management
Illinois
$1.02M -$58K -1,335 -6%
GIA
23
Gladstone Institutional Advisory
Florida
$996K +$896K +20,635 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$898K -$47.2K -1,086 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$865K -$496K -11,432 -39%

PSCT Hedge Fund Activity: Q4 2023 in Review

88 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Information Technology ETF (PSCT) for Q4 2023, worth a combined $101M — up 24% from $80.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PSCT positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Theory Financial, exiting entirely with an estimated $3.52M sold.

  • 88 institutional investors held Invesco S&P SmallCap Information Technology ETF (PSCT) as of Q4 2023, up from 84 in Q3 2023.
  • Funds reported $101M of Invesco S&P SmallCap Information Technology ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 13 funds opened new Invesco S&P SmallCap Information Technology ETF positions in Q4 2023 and 9 closed out, a net change of +4 holders.
  • The largest Invesco S&P SmallCap Information Technology ETF buyer in Q4 2023 was Morgan Stanley, an estimated $10.7M added.
  • The largest Invesco S&P SmallCap Information Technology ETF seller in Q4 2023 was Theory Financial, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2023.