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Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU

14 hedge funds and large institutions have $28M invested in Invesco S&P SmallCap Utilities & Communication Services ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

56% more funds holding

Funds holding: 9 → 14 (+5)

12% more capital invested

Capital invested by funds: $25.1M → $28M (+$2.91M)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$733K
2
Wells Fargo
Wells Fargo
California
+$475K
3
Morgan Stanley
Morgan Stanley
New York
+$77.5K
4
Citigroup
Citigroup
New York
+$13.6K
5
TRCT
Tower Research Capital (TRC)
New York
+$8.65K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$98.5K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$33K
3
BA
Bard Associates
Illinois
-$17K
4
RIG
RiverFront Investment Group
Virginia
-$204
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$22.6M +$475K +14,001 +2%
BA
2
Bard Associates
Illinois
$2.43M -$17K -500 -0.7%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.55M -$98.5K -2,903 -6%
Goldman Sachs
4
Goldman Sachs
New York
$756K +$733K +21,600 New
RIG
5
RiverFront Investment Group
Virginia
$389K -$204 -6 -0.1%
Bank of America
6
Bank of America
North Carolina
$104K +$1.63K +48 +2%
Morgan Stanley
7
Morgan Stanley
New York
$80K +$77.5K +2,283 New
TRCT
8
Tower Research Capital (TRC)
New York
$18K +$8.65K +255 +100%
Citigroup
9
Citigroup
New York
$14K +$13.6K +400 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$11K – – –
AIG
11
American International Group
New York
$5.53K +$5.36K +158 New
U
12
UBS
Switzerland
$4K – – –
BIT
13
BlackRock Institutional Trust
California
$4K +$3.39K +100 New
Brown Advisory
14
Brown Advisory
Maryland
$3K +$3.09K +91 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– -$33K -1,000 Closed

PSCU Hedge Fund Activity: Q4 2013 in Review

14 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) for Q4 2013, worth a combined $28M — up 12% from $25.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PSCU positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $733K. The largest seller was Susquehanna International Group, cutting an estimated $98.5K.

  • 14 institutional investors held Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) as of Q4 2013, up from 9 in Q3 2013.
  • Funds reported $28M of Invesco S&P SmallCap Utilities & Communication Services ETF stock for Q4 2013, up 12% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap Utilities & Communication Services ETF positions in Q4 2013 and 1 closed out, a net change of +5 holders.
  • The largest Invesco S&P SmallCap Utilities & Communication Services ETF buyer in Q4 2013 was Goldman Sachs, an estimated $733K added.
  • The largest Invesco S&P SmallCap Utilities & Communication Services ETF seller in Q4 2013 was Susquehanna International Group, an estimated $98.5K sold.

Based on aggregated 13F filings for Q4 2013.