Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
36 hedge funds and large institutions have $21M invested in Invesco S&P SmallCap Utilities & Communication Services ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
13% more funds holding
Funds holding: 32 → 36 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.07% less ownership
Funds ownership: 36.12% → 34.06% (-2.1%)
5% less capital invested
Capital invested by funds: $22.2M → $21M (-$1.17M)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.74M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$409K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$327K |
| 4 |
Jane Street
New York
|
+$269K |
| 5 |
SG Americas Securities
New York
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.1M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.38M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.02M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$220K |
| 5 |
CMBA
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
-$177K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NR
26
Newfound Research
Wellesley Hills,
Massachusetts
| $12K | +$3.89K | +74 | +48% |
|
|
CA
27
Cetera Advisors
Denver,
Colorado
| $11K | +$10.5K | +200 | New |
|
|
FHB
28
First Hawaiian Bank
Honolulu,
Hawaii
| $10K | -$8.94K | -170 | -49% |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10K | – | – | – |
|
|
VFA
30
Valeo Financial Advisors
Carmel,
Indiana
| $10K | – | – | – |
|
|
GRP
31
Global Retirement Partners
San Rafael,
California
| $8K | – | – | – |
|
|
HR
32
Howe & Rusling
Rochester,
New York
| $8K | – | – | – |
|
|
CFGS
33
Concourse Financial Group Securities
Birmingham,
Alabama
| $5K | – | – | – |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| $3K | – | – | – |
|
|
KL
35
KWMG LLC
Overland Park,
Kansas
| $3K | – | – | – |
|
|
UCFA
36
United Capital Financial Advisors
Irving,
Texas
| – | -$3.1M | -63,001 | Closed |
|
|
37
Stifel Financial
St. Louis,
Missouri
| – | -$1.38M | -27,975 | Closed |
|
|
AIC
38
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$40K | -808 | Closed |
|
PSCU Hedge Fund Activity: Q1 2019 in Review
36 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) for Q1 2019, worth a combined $21M — down 5.3% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PSCU positions and 4 closed out — a net gain of 4 holders — while 6 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.74M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $3.1M sold.
- 36 institutional investors held Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) as of Q1 2019, up from 32 in Q4 2018.
- Funds reported $21M of Invesco S&P SmallCap Utilities & Communication Services ETF stock for Q1 2019, down 5.3% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap Utilities & Communication Services ETF positions in Q1 2019 and 4 closed out, a net change of +4 holders.
- The largest Invesco S&P SmallCap Utilities & Communication Services ETF buyer in Q1 2019 was Susquehanna International Group, an estimated $1.74M added.
- The largest Invesco S&P SmallCap Utilities & Communication Services ETF seller in Q1 2019 was United Capital Financial Advisors, an estimated $3.1M sold.
Based on aggregated 13F filings for Q1 2019.