Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
32 hedge funds and large institutions have $28.4M invested in Invesco S&P SmallCap Utilities & Communication Services ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
68% more capital invested
Capital invested by funds: $16.9M → $28.4M (+$11.5M)
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
14% more funds holding
Funds holding: 28 → 32 (+4)
6.06% more ownership
Funds ownership: 34.8% → 40.86% (+6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.94M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.86M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.7M |
| 4 |
Morgan Stanley
New York
|
+$1.35M |
| 5 |
Jane Street
New York
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$378K |
| 2 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$217K |
| 3 |
VF
Virtu Financial
New York
|
-$197K |
| 4 |
HR
Howe & Rusling
Rochester,
New York
|
-$90.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$72.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
26
Valeo Financial Advisors
Carmel,
Indiana
| $10K | – | – | – |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $9K | – | – | – |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $5K | +$56 | +1 | +1% |
|
|
CAG
29
Csenge Advisory Group
Clearwater,
Florida
| $4K | +$4.18K | +75 | New |
|
|
KL
30
KWMG LLC
Overland Park,
Kansas
| $3K | – | – | – |
|
|
FRA
31
Front Row Advisors
Tiburon,
California
| $14 | – | – | – |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$378K | -6,982 | Closed |
|
|
CRWM
33
Castle Rock Wealth Management
Walnut Creek,
California
| – | -$217K | -4,004 | Closed |
|
34
Envestnet Asset Management
Chicago,
Illinois
| – | -$23K | -420 | Closed |
|
|
AIM
35
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$1K | -17 | Closed |
|
PSCU Hedge Fund Activity: Q3 2018 in Review
32 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) for Q3 2018, worth a combined $28.4M — up 68% from $16.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PSCU positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.94M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $378K sold.
- 32 institutional investors held Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) as of Q3 2018, up from 28 in Q2 2018.
- Funds reported $28.4M of Invesco S&P SmallCap Utilities & Communication Services ETF stock for Q3 2018, up 68% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap Utilities & Communication Services ETF positions in Q3 2018 and 4 closed out, a net change of +4 holders.
- The largest Invesco S&P SmallCap Utilities & Communication Services ETF buyer in Q3 2018 was Citadel Advisors, an estimated $1.94M added.
- The largest Invesco S&P SmallCap Utilities & Communication Services ETF seller in Q3 2018 was Susquehanna International Group, an estimated $378K sold.
Based on aggregated 13F filings for Q3 2018.