Institutional Ownership Invesco S&P Smallcap Financial (PSCF)
This table provides information about the institutional ownership of Invesco S&P Smallcap Financial (PSCF). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 111,395 shares, which have been reported (via 13F filing form) to have a value of $6.08 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
31,305
shares
|
$1.71 Million
0.14% of portfolio
|
Q3 2025
Reduced 18.97%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
10,188
shares
|
$556,061
0.0% of portfolio
|
Q2 2025
Reduced 62.63%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
10,094
shares
|
$550,930
0.3% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
9,372
shares
|
$511,523
0.01% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,268
shares
|
$342,107
0.0% of portfolio
|
Q2 2025
Added 127.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
6,056
shares
|
$330,536
0.0% of portfolio
|
Q2 2025
Added 45.82%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
5,679
shares
|
$309,959
0.02% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,245
shares
|
$286,272
0.0% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,932
shares
|
$269,188
0.0% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,779
shares
|
$260,837
0.0% of portfolio
|
Q2 2025
Reduced 17.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,412
shares
|
$240,806
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,795
shares
|
$207,131
0.0% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
3,692
shares
|
$201,509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,191
shares
|
$119,584
0.0% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,690
shares
|
$92,240
0.0% of portfolio
|
Q2 2025
Added 242.11%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
437
shares
|
$23,851
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
366
shares
|
$19,976
0.0% of portfolio
|
Q1 2025
Added 33.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
324
shares
|
$17,683
0.0% of portfolio
|
Q1 2020
Reduced 23.04%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
227
shares
|
$12,389
0.0% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
200
shares
|
$10,916
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
143
shares
|
$7,804
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|