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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.07M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$365K |
| 4 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$344K |
| 5 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$7.84M |
| 2 |
Goldman Sachs
New York
|
-$2.17M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.11M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.83M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$596K | -13,927 | Closed |
|
127
Jane Street
New York
| – | -$528K | -12,329 | Closed |
|
|
FA
128
FDx Advisors
Chicago,
Illinois
| – | -$294K | -6,876 | Closed |
|
|
TAM
129
Trillium Asset Management
Boston,
Massachusetts
| – | -$231K | -5,400 | Closed |
|
|
RIA
130
Realta Investment Advisors
Wilmington,
Delaware
| – | -$68.4K | -500 | Closed |
|
|
CSPIA
131
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$20.5K | -480 | Closed |
|
|
SCA
132
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$16.1K | -375 | Closed |
|
|
BBPWM
133
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$11.6K | -270 | Closed |
|
|
AA
134
Addison Advisors
Middlebury,
Vermont
| – | -$9.77K | -228 | Closed |
|
|
MIFH
135
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$8K | -195 | Closed |
|
|
AWM
136
Avior Wealth Management
Omaha,
Nebraska
| – | -$6.16K | -144 | Closed |
|
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.