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Invesco S&P SmallCap Utilities & Communication Services ETF

15 hedge funds and large institutions have $6.62M invested in Invesco S&P SmallCap Utilities & Communication Services ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

2.75% less ownership

Funds ownership: 42.65%39.91% (-2.7%)

21% less funds holding

Funds holding: 1915 (-4)

25% less capital invested

Capital invested by funds: $8.78M → $6.62M (-$2.15M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$2.97M -$25.1K -406 -0.8%
LPL Financial
2
LPL Financial
California
$1.1M -$145K -2,343 -11%
TRCT
3
Tower Research Capital (TRC)
New York
$758K +$260K +4,203 +49%
VF
4
Virtu Financial
New York
$550K +$370K +5,984 +181%
Morgan Stanley
5
Morgan Stanley
New York
$496K +$4.82K +78 +0.9%
Citadel Advisors
6
Citadel Advisors
Florida
$488K +$196K +3,166 +63%
GRP
7
Global Retirement Partners
California
$121K +$371 +6 +0.3%
UBS Group
8
UBS Group
Switzerland
$58.8K -$70.2K -1,137 -53%
KIG
9
Kessler Investment Group
Indiana
$44.5K -$23.8K -385 -34%
AF
10
Advisornet Financial
Minnesota
$11.9K
MCM
11
MAI Capital Management
Ohio
$11.9K +$12.4K +200 New
Wells Fargo
12
Wells Fargo
California
$10.6K -$7.54K -122 -41%
NA
13
NewEdge Advisors
Louisiana
$4.45K +$4.63K +75 New
DFA
14
DHJJ Financial Advisors
Illinois
$949 +$741 +12 +300%
FRA
15
Front Row Advisors
California
$593
SW
16
SMART Wealth
Nebraska
-$784K -12,958 Closed
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
-$761K -12,581 Closed
DADC
18
D.A. Davidson & Co
Montana
-$604K -9,990 Closed
Jane Street
19
Jane Street
New York
-$413K -6,825 Closed
GSEP
20
Golden State Equity Partners
California
-$13.4K -222 Closed
Osaic Holdings
21
Osaic Holdings
Arizona
-$2.12K -35 Closed

PSCU Hedge Fund Activity: Q4 2024 in Review

15 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) for Q4 2024, worth a combined $6.62M — down 25% from $8.78M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PSCU and 2 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Virtu Financial, adding an estimated $370K. The largest seller was SMART Wealth, exiting entirely with an estimated $784K sold.

  • 15 institutional investors held Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) as of Q4 2024, down from 19 in Q3 2024.
  • Funds reported $6.62M of Invesco S&P SmallCap Utilities & Communication Services ETF stock for Q4 2024, down 25% quarter-over-quarter.
  • 2 funds opened new Invesco S&P SmallCap Utilities & Communication Services ETF positions in Q4 2024 and 6 closed out, a net change of -4 holders.
  • The largest Invesco S&P SmallCap Utilities & Communication Services ETF buyer in Q4 2024 was Virtu Financial, an estimated $370K added.
  • The largest Invesco S&P SmallCap Utilities & Communication Services ETF seller in Q4 2024 was SMART Wealth, an estimated $784K sold.

Based on aggregated 13F filings for Q4 2024.