Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
27 hedge funds and large institutions have $51.4M invested in Invesco S&P SmallCap Utilities & Communication Services ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.
443% more capital invested
Capital invested by funds: $9.47M → $51.4M (+$42M)
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
50% more funds holding
Funds holding: 18 → 27 (+9)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$17.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.1M |
| 3 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$10.7M |
| 4 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$1.65M |
| 5 |
Jane Street
New York
|
+$795K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.66M |
| 2 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$813K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$542K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$246K |
| 5 |
BA
Bard Associates
Chicago,
Illinois
|
-$112K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
X
26
Xponance
Philadelphia,
Pennsylvania
| – | -$813K | -21,600 | Closed |
|
|
VKH
27
Virtu KCG Holdings
New York
| – | -$246K | -6,523 | Closed |
|
28
UBS Group
Zurich,
Switzerland
| – | -$21K | -566 | Closed |
|
29
Citigroup
New York
| – | -$1.95K | -48 | -80% |
|
PSCU Hedge Fund Activity: Q4 2015 in Review
27 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) for Q4 2015, worth a combined $51.4M — up 443% from $9.47M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PSCU positions and 3 closed out — a net gain of 9 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $17.4M. The largest seller was Citadel Advisors, cutting an estimated $1.66M.
- 27 institutional investors held Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) as of Q4 2015, up from 18 in Q3 2015.
- Funds reported $51.4M of Invesco S&P SmallCap Utilities & Communication Services ETF stock for Q4 2015, up 443% quarter-over-quarter.
- 12 funds opened new Invesco S&P SmallCap Utilities & Communication Services ETF positions in Q4 2015 and 3 closed out, a net change of +9 holders.
- The largest Invesco S&P SmallCap Utilities & Communication Services ETF buyer in Q4 2015 was United Capital Financial Advisors, an estimated $17.4M added.
- The largest Invesco S&P SmallCap Utilities & Communication Services ETF seller in Q4 2015 was Citadel Advisors, an estimated $1.66M sold.
Based on aggregated 13F filings for Q4 2015.