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 103 institutions that hold shares in the stock, with a total of 2.03 Million shares, which have been reported (via 13F filing form) to have a value of $86.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,351
shares
|
$699,986
0.0% of portfolio
|
Q1 2025
Reduced 29.26%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
15,586
shares
|
$667,236
0.08% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
15,255
shares
|
$653,066
0.02% of portfolio
|
Q1 2025
Reduced 38.28%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
14,887
shares
|
$637,312
0.35% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
13,558
shares
|
$580,417
0.0% of portfolio
|
Q1 2025
Added 783.83%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
13,443
shares
|
$575,494
0.2% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
13,368
shares
|
$572,284
0.04% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,149
shares
|
$562,908
0.0% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
12,607
shares
|
$539,705
0.08% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,385
shares
|
$530,201
0.01% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
12,269
shares
|
$525,235
0.01% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,786
shares
|
$504,558
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
11,401
shares
|
$488,076
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
11,102
shares
|
$475,276
0.16% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
10,495
shares
|
$449,290
0.01% of portfolio
|
Q1 2025
Added 1649.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,457
shares
|
$447,664
0.0% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,316
shares
|
$441,627
0.0% of portfolio
|
Q1 2025
Reduced 38.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,700
shares
|
$372,447
0.0% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,169
shares
|
$349,714
0.74% of portfolio
|
Q1 2023
Reduced 2.24%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
7,501
shares
|
$321,117
0.01% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
7,500
shares
|
$321,075
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
7,441
shares
|
$318,549
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
7,263
shares
|
$310,929
0.05% of portfolio
|
Q1 2025
Added 32.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,611
shares
|
$283,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,610
shares
|
$282,974
0.0% of portfolio
|
Q1 2025
Reduced 28.16%
|