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Invesco Semiconductors ETF

125 hedge funds and large institutions have $258M invested in Invesco Semiconductors ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

18% more capital invested

Capital invested by funds: $219M → $258M (+$38.7M)

4% more funds holding

Funds holding: 120125 (+5)

2.42% more ownership

Funds ownership: 35.38%37.8% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
38
Reduced
39
Closed
11
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
-$288K
Name Holding Trade Value Shares
Change
Change in
Stake
YAVAPFMC
26
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.69M
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.59M +$1.07M +24,532 +323%
NP
28
Nilsine Partners
Colorado
$1.52M -$35K -807 -3%
DC
29
Davenport & Co
Virginia
$1.47M +$143K +3,295 +12%
BRWA
30
B. Riley Wealth Advisors
Florida
$1.31M +$43 +1 +0%
SB
31
Strategic Blueprint
Georgia
$1.21M -$36.6K -843 -3%
CTFG
32
Capstone Triton Financial Group
Oklahoma
$1.11M -$458K -10,542 -32%
FHA
33
Flagship Harbor Advisors
Massachusetts
$1.1M -$53.3K -1,227 -5%
SA
34
SFI Advisors
New Jersey
$1.08M -$344K -7,917 -27%
CG
35
Caprock Group
Idaho
$1.04M +$99.3K +2,286 +12%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$1.03M -$332K -7,654 -27%
AWS
37
Atria Wealth Solutions
New York
$1.02M -$6.04K -139 -0.7%
CAN
38
Cetera Advisor Networks
California
$951K
CWA
39
Capital Wealth Alliance
Arizona
$883K +$300K +6,899 +63%
Ameriprise
40
Ameriprise
Minnesota
$818K -$27.9K -642 -4%
IWC
41
Integrated Wealth Concepts
Massachusetts
$806K
EWA
42
EP Wealth Advisors
California
$766K
TRCT
43
Tower Research Capital (TRC)
New York
$719K +$365K +8,401 +137%
IFG
44
Independent Financial Group
California
$699K +$12.1K +278 +2%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$685K +$15.3K +352 +3%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$659K +$281K +6,476 +95%
Citadel Advisors
47
Citadel Advisors
Florida
$599K -$27.8K -641 -5%
KF
48
KKM Financial
Illinois
$597K +$524K +12,069 New
PA
49
PFG Advisors
Arizona
$559K +$19.1K +441 +4%
BCA
50
Bay Colony Advisors
Massachusetts
$517K -$21.8K -503 -5%

PSI Hedge Fund Activity: Q4 2023 in Review

125 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Semiconductors ETF (PSI) for Q4 2023, worth a combined $258M — up 18% from $219M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSI positions and 11 closed out — a net gain of 5 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was MML Investors Services, cutting an estimated $7.84M.

  • 125 institutional investors held Invesco Semiconductors ETF (PSI) as of Q4 2023, up from 120 in Q3 2023.
  • Funds reported $258M of Invesco Semiconductors ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 16 funds opened new Invesco Semiconductors ETF positions in Q4 2023 and 11 closed out, a net change of +5 holders.
  • The largest Invesco Semiconductors ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.7M added.
  • The largest Invesco Semiconductors ETF seller in Q4 2023 was MML Investors Services, an estimated $7.84M sold.

Based on aggregated 13F filings for Q4 2023.