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 27 institutions that hold shares in the stock, with a total of 146,962 shares, which have been reported (via 13F filing form) to have a value of $7.01 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
26,640
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
21,874
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Added 32.57%
|
|
|
Virtu Financial LLC
New York, NY |
May 20, 2024 Q1 2024 |
18,097
shares
|
$863,407
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
13,521
shares
|
$645,086
0.02% of portfolio
|
Q1 2024
Added 428.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
12,957
shares
|
$618,178
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
9,561
shares
|
$456,155
0.0% of portfolio
|
Q1 2024
Reduced 7.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
8,550
shares
|
$407,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
6,610
shares
|
$315,363
0.0% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
6,192
shares
|
$295,420
0.0% of portfolio
|
Q1 2024
Reduced 17.25%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
5,790
shares
|
$276,240
0.02% of portfolio
|
Q1 2024
Reduced 29.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
4,543
shares
|
$216,746
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,136
shares
|
$197,328
0.0% of portfolio
|
Q1 2024
Reduced 29.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,950
shares
|
$188,454
0.0% of portfolio
|
Q1 2024
Reduced 58.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,000
shares
|
$47,710
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
566
shares
|
$27,003
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 07, 2024 Q1 2024 |
452
shares
|
$21,564
0.0% of portfolio
|
Q1 2024
Reduced 11.02%
|
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
437
shares
|
$20,849
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
359
shares
|
$17,127
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 22, 2024 Q1 2024 |
328
shares
|
$15,648
0.01% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
325
shares
|
$15,505
0.0% of portfolio
|
Q4 2023
Added 550.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
324
shares
|
$15,458
0.0% of portfolio
|
Q1 2020
Reduced 23.04%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
227
shares
|
$10,830
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
200
shares
|
$9,542
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
143
shares
|
$6,822
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
100
shares
|
$4,771
0.0% of portfolio
|
Q1 2023
Added 15.0%
|
|