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Invesco S&P SmallCap Utilities & Communication Services ETF

19 hedge funds and large institutions have $6.46M invested in Invesco S&P SmallCap Utilities & Communication Services ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

19% more funds holding

Funds holding: 1619 (+3)

2% more capital invested

Capital invested by funds: $6.37M → $6.46M (+$96.1K)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.01% less ownership

Funds ownership: 32.43%32.42% (-0.01%)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$2.8M -$21.9K -400 -0.8%
UBS Group
2
UBS Group
Switzerland
$1.16M -$284K -5,194 -19%
TRCT
3
Tower Research Capital (TRC)
New York
$734K +$305K +5,577 +69%
LPL Financial
4
LPL Financial
California
$618K +$65.5K +1,197 +12%
Morgan Stanley
5
Morgan Stanley
New York
$494K -$51K -933 -9%
GIA
6
Gladstone Institutional Advisory
Florida
$270K +$275K +5,021 New
Osaic Holdings
7
Osaic Holdings
Arizona
$136K -$8.48K -155 -6%
Wells Fargo
8
Wells Fargo
California
$83.4K -$36.9K -675 -30%
GRP
9
Global Retirement Partners
California
$81K +$38.5K +704 +88%
AF
10
Advisornet Financial
Minnesota
$16.2K -$39.1K -715 -70%
BAM
11
Belpointe Asset Management
Nevada
$14.4K +$14.7K +268 New
MPCL
12
My Personal CFO LLC
Washington
$10.8K +$10.9K +200 New
TFP
13
Tilia Fiduciary Partners
North Carolina
$10.6K
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$8.7K +$55 +1 +0.6%
HWMA
15
Heritage Wealth Management (Arizona)
Arizona
$8.62K +$4.38K +80 +100%
KIG
16
Kessler Investment Group
Indiana
$8K +$219 +4 +3%
MCC
17
Money Concepts Capital
Florida
$5.39K +$5.47K +100 New
ASN
18
Advisory Services Network
Georgia
$1.53K +$1.53K +28 New
FRA
19
Front Row Advisors
California
$1K
Citadel Advisors
20
Citadel Advisors
Florida
-$423K -8,190 Closed
SWM
21
Selective Wealth Management
Virginia
-$11K -206 Closed

PSCU Hedge Fund Activity: Q4 2022 in Review

19 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) for Q4 2022, worth a combined $6.46M — up 1.5% from $6.37M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSCU positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $305K. The largest seller was Citadel Advisors, exiting entirely with an estimated $423K sold.

  • 19 institutional investors held Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) as of Q4 2022, up from 16 in Q3 2022.
  • Funds reported $6.46M of Invesco S&P SmallCap Utilities & Communication Services ETF stock for Q4 2022, up 1.5% quarter-over-quarter.
  • 5 funds opened new Invesco S&P SmallCap Utilities & Communication Services ETF positions in Q4 2022 and 2 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap Utilities & Communication Services ETF buyer in Q4 2022 was Tower Research Capital (TRC), an estimated $305K added.
  • The largest Invesco S&P SmallCap Utilities & Communication Services ETF seller in Q4 2022 was Citadel Advisors, an estimated $423K sold.

Based on aggregated 13F filings for Q4 2022.