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 26 institutions that hold shares in the stock, with a total of 146,765 shares, which have been reported (via 13F filing form) to have a value of $7.67 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
32,299
shares
|
$1.69 Million
0.08% of portfolio
|
Q1 2025
Added 285.02%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
27,259
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
10,870
shares
|
$569,588
0.34% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
9,915
shares
|
$519,546
0.02% of portfolio
|
Q1 2025
Added 178.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,505
shares
|
$498,062
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
6,635
shares
|
$347,674
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,364
shares
|
$333,473
0.0% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,823
shares
|
$305,125
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
5,086
shares
|
$266,506
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,986
shares
|
$261,266
0.0% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,732
shares
|
$247,956
0.01% of portfolio
|
Q1 2025
Reduced 43.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,412
shares
|
$231,188
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
4,308
shares
|
$225,739
0.21% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
4,153
shares
|
$217,617
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,758
shares
|
$144,519
0.0% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
2,303
shares
|
$120,677
0.06% of portfolio
|
Q1 2025
Reduced 25.69%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,966
shares
|
$103,018
0.0% of portfolio
|
Q1 2025
Reduced 90.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,594
shares
|
$83,525
0.0% of portfolio
|
Q1 2025
Added 147.13%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
437
shares
|
$22,898
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
366
shares
|
$19,178
0.0% of portfolio
|
Q1 2025
Added 33.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
324
shares
|
$16,977
0.0% of portfolio
|
Q1 2020
Reduced 23.04%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
227
shares
|
$11,894
0.0% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
200
shares
|
$10,480
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
143
shares
|
$7,493
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
100
shares
|
$5,240
0.0% of portfolio
|
Q1 2023
Added 15.0%
|