Institutional Ownership Invesco S&P Smallcap Materials (PSCM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Materials (PSCM). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 74,828 shares, which have been reported (via 13F filing form) to have a value of $4.73 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
36,047
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
11,702
shares
|
$739,449
0.05% of portfolio
|
Q4 2024
Added 35.13%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
9,827
shares
|
$620,968
0.01% of portfolio
|
Q4 2024
Reduced 15.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
7,731
shares
|
$488,521
0.0% of portfolio
|
Q4 2024
Reduced 29.27%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
4,581
shares
|
$289,473
0.04% of portfolio
|
Q1 2025
Added 24.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,738
shares
|
$109,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
1,103
shares
|
$69,698
0.04% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
836
shares
|
$52,826
0.0% of portfolio
|
Q4 2024
Added 48.49%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
419
shares
|
$26,476
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
417
shares
|
$26,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
164
shares
|
$10,363
0.0% of portfolio
|
Q4 2022
Reduced 58.06%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
98
shares
|
$6,192
0.0% of portfolio
|
Q3 2024
Added 476.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
76
shares
|
$4,802
0.0% of portfolio
|
Q1 2023
Reduced 80.46%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
69
shares
|
$4,360
0.0% of portfolio
|
Q3 2022
Reduced 22.47%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
20
shares
|
$1,263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|