Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
32 hedge funds and large institutions have $22.2M invested in Invesco S&P SmallCap Utilities & Communication Services ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 32 → 32 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
4.74% less ownership
Funds ownership: 40.86% → 36.12% (-4.7%)
22% less capital invested
Capital invested by funds: $28.4M → $22.2M (-$6.17M)
67% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.58M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$491K |
| 3 |
LPL Financial
San Diego,
California
|
+$382K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$260K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$35.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.04M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.01M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$697K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$323K |
| 5 |
VF
Virtu Financial
New York
|
-$297K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
26
Howe & Rusling
Rochester,
New York
| $7K | -$13.4K | -245 | -64% |
|
|
CFGS
27
Concourse Financial Group Securities
Birmingham,
Alabama
| $4K | +$5.48K | +100 | New |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $3K | -$1.53K | -28 | -35% |
|
|
KL
29
KWMG LLC
Overland Park,
Kansas
| $3K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $2K | -$9.87K | -180 | -82% |
|
|
31
Jane Street
New York
| – | -$2.04M | -35,311 | Closed |
|
|
PAG
32
Private Advisor Group
Morristown,
New Jersey
| – | -$323K | -5,580 | Closed |
|
|
VF
33
Virtu Financial
New York
| – | -$297K | -5,129 | Closed |
|
|
SWP
34
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$30K | -515 | Closed |
|
|
CAG
35
Csenge Advisory Group
Clearwater,
Florida
| – | -$4K | -75 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$55 | +1 | New |
|
PSCU Hedge Fund Activity: Q4 2018 in Review
32 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) for Q4 2018, worth a combined $22.2M — down 22% from $28.4M a quarter earlier.
Fund positioning in PSCU was balanced in Q4 2018: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 15 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $1.58M. The largest seller was Jane Street, exiting entirely with an estimated $2.04M sold.
- 32 institutional investors held Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $22.2M of Invesco S&P SmallCap Utilities & Communication Services ETF stock for Q4 2018, down 22% quarter-over-quarter.
- 5 funds opened new Invesco S&P SmallCap Utilities & Communication Services ETF positions in Q4 2018 and 5 closed out, a net change of 0 holders.
- The largest Invesco S&P SmallCap Utilities & Communication Services ETF buyer in Q4 2018 was United Capital Financial Advisors, an estimated $1.58M added.
- The largest Invesco S&P SmallCap Utilities & Communication Services ETF seller in Q4 2018 was Jane Street, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2018.