Institutional Ownership Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $80.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
5,804
shares
|
$213,993
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,497
shares
|
$202,674
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
5,453
shares
|
$201,052
0.0% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
5,318
shares
|
$196,074
0.14% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
5,230
shares
|
$192,830
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
5,170
shares
|
$190,617
0.0% of portfolio
|
Q1 2025
Reduced 97.5%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,994
shares
|
$184,128
0.01% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
4,500
shares
|
$165,915
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,239
shares
|
$156,291
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,777
shares
|
$139,257
0.01% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,559
shares
|
$131,220
0.09% of portfolio
|
Q4 2024
Reduced 37.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$110,609
0.0% of portfolio
|
Q4 2024
Reduced 70.27%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,871
shares
|
$105,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,850
shares
|
$105,079
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,841
shares
|
$104,747
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,385
shares
|
$87,934
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,163
shares
|
$79,749
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,534
shares
|
$56,558
0.0% of portfolio
|
Q4 2024
Added 155.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,305
shares
|
$48,115
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
1,170
shares
|
$43,137
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,110
shares
|
$40,925
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,105
shares
|
$40,741
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
950
shares
|
$35,026
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
876
shares
|
$32,298
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
780
shares
|
$28,758
0.0% of portfolio
|
Q3 2024
New holding
|