Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
12 hedge funds and large institutions have $4.57M invested in Invesco S&P SmallCap Utilities & Communication Services ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
2.21% more ownership
Funds ownership: 30.37% → 32.57% (+2.2%)
3% less capital invested
Capital invested by funds: $4.69M → $4.57M (-$121K)
14% less funds holding
Funds holding: 14 → 12 (-2)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$289K |
| 2 |
Morgan Stanley
New York
|
+$277K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$15.2K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$51 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$467K |
| 2 |
LPL Financial
San Diego,
California
|
-$61.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$28.1K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bard Associates
Chicago,
Illinois
| $2.53M | – | – | – |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $552K | -$467K | -9,235 | -46% |
|
|
3
Citadel Advisors
Miami,
Florida
| $489K | +$289K | +5,701 | +140% |
|
|
4
LPL Financial
San Diego,
California
| $424K | -$61.3K | -1,211 | -13% |
|
|
5
Morgan Stanley
New York
| $332K | +$277K | +5,476 | +477% |
|
|
GRP
6
Global Retirement Partners
San Rafael,
California
| $102K | +$51 | +1 | +0% |
|
|
7
UBS Group
Zurich,
Switzerland
| $95.8K | -$28.1K | -556 | -23% |
|
|
8
Wells Fargo
San Francisco,
California
| $15.1K | +$15.2K | +300 | +30,000% |
|
|
KIG
9
Kessler Investment Group
Columbus,
Indiana
| $10.9K | -$1.77K | -35 | -14% |
|
|
AF
10
Advisornet Financial
Minnetonka,
Minnesota
| $10K | – | – | – |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| $3.5K | -$12.5K | -247 | -78% |
|
|
FRA
12
Front Row Advisors
Tiburon,
California
| $501 | – | – | – |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$4.17K | -81 | Closed |
|
|
GI
14
Gradient Investments
Arden Hills,
Minnesota
| – | -$516 | -10 | Closed |
|
PSCU Hedge Fund Activity: Q2 2024 in Review
12 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) for Q2 2024, worth a combined $4.57M — down 2.6% from $4.69M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PSCU and 0 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 4 added.
The largest buyer was Citadel Advisors, adding an estimated $289K. The largest seller was Tower Research Capital (TRC), cutting an estimated $467K.
- 12 institutional investors held Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) as of Q2 2024, down from 14 in Q1 2024.
- Funds reported $4.57M of Invesco S&P SmallCap Utilities & Communication Services ETF stock for Q2 2024, down 2.6% quarter-over-quarter.
- 0 funds opened new Invesco S&P SmallCap Utilities & Communication Services ETF positions in Q2 2024 and 2 closed out, a net change of -2 holders.
- The largest Invesco S&P SmallCap Utilities & Communication Services ETF buyer in Q2 2024 was Citadel Advisors, an estimated $289K added.
- The largest Invesco S&P SmallCap Utilities & Communication Services ETF seller in Q2 2024 was Tower Research Capital (TRC), an estimated $467K sold.
Based on aggregated 13F filings for Q2 2024.