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Invesco Semiconductors ETF
PSI

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: 120 → 125 (+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: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.07M
3
TRCT
Tower Research Capital (TRC)
New York
+$365K
4
HGERS
Householder Group Estate & Retirement Specialist
Arizona
+$344K
5
MFA
Millington Financial Advisors
Illinois
+$316K

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$7.84M
2
Goldman Sachs
Goldman Sachs
New York
-$2.17M
3
LPL Financial
LPL Financial
California
-$2.11M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.83M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
76
Argent Trust Co
Tennessee
$238K – – –
Neuberger Berman Group
77
Neuberger Berman Group
New York
$236K – – –
GVAG
78
Great Valley Advisor Group
Delaware
$224K +$197K +4,526 New
KPWS
79
Kestra Private Wealth Services
Texas
$222K +$195K +4,490 New
IFWM
80
Institute for Wealth Management
Colorado
$216K +$190K +4,365 New
MA
81
MONECO Advisors
Connecticut
$213K +$187K +4,310 New
IA
82
IFG Advisory
Georgia
$205K +$180K +4,144 New
BFEC
83
Benjamin F. Edwards & Company
Missouri
$200K +$217 +5 +0.1%
Barclays
84
Barclays
United Kingdom
$178K – – –
JP Morgan Chase
85
JP Morgan Chase
New York
$178K +$104K +2,404 +203%
FFA
86
Farther Finance Advisors
California
$149K – – –
UIA
87
Ulland Investment Advisors
Minnesota
$134K -$5.21K -120 -4%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$123K +$14.5K +333 +16%
CF
89
Centaurus Financial
California
$119K – – –
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$91.1K -$34.5K -795 -30%
CIAS
91
Capital Investment Advisory Services
North Carolina
$84.9K – – –
PTC
92
Private Trust Company
Ohio
$71.4K – – –
GRP
93
Global Retirement Partners
California
$66.4K +$60.4K +1,392 New
SWM
94
Spire Wealth Management
Virginia
$61K +$87 +2 +0.2%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$55.6K +$33K +759 +209%
NS
96
NBC Securities
Alabama
$50K – – –
CG
97
Cutler Group
California
$47K +$41.8K +962 New
AP
98
Aspect Partners
Virginia
$45K +$39.5K +909 New
GWSG
99
GPS Wealth Strategies Group
Colorado
$38K – – –
MCM
100
MV Capital Management
Maryland
$37.1K – – –
2 3
4
5 6

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.