Institutional Ownership Invesco S&P Smallcap Consumer (PSCD)
This table provides information about the institutional ownership of Invesco S&P Smallcap Consumer (PSCD). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 65,095 shares, which have been reported (via 13F filing form) to have a value of $6.47 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,150
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,357
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,491
shares
|
$545,640
0.0% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
4,515
shares
|
$448,655
0.0% of portfolio
|
Q2 2023
Reduced 1.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,508
shares
|
$447,959
0.0% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,931
shares
|
$390,623
0.0% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,802
shares
|
$377,804
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,330
shares
|
$330,902
0.0% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,939
shares
|
$292,048
0.0% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
2,284
shares
|
$226,961
0.0% of portfolio
|
Q3 2025
Reduced 35.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
2,145
shares
|
$213,148
0.0% of portfolio
|
Q3 2025
Reduced 75.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,004
shares
|
$199,137
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,542
shares
|
$153,228
0.01% of portfolio
|
Q3 2025
Reduced 56.83%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
957
shares
|
$95,097
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
820
shares
|
$81,483
0.0% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
409
shares
|
$40,642
0.0% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
405
shares
|
$40,244
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
156
shares
|
$15,501
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
146
shares
|
$14,508
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$9,937
0.0% of portfolio
|
Q2 2021
Reduced 4.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
73
shares
|
$7,254
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
30
shares
|
$2,981
0.0% of portfolio
|
Q1 2025
Reduced 99.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|