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 25 institutions that hold shares in the stock, with a total of 133,332 shares, which have been reported (via 13F filing form) to have a value of $6.74 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
32,299
shares
|
$1.63 Million
0.08% of portfolio
|
Q1 2025
Added 285.02%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
28,348
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Added 29.12%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
11,225
shares
|
$567,536
0.35% of portfolio
|
Q4 2024
Added 15.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,505
shares
|
$480,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
8,342
shares
|
$421,771
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,489
shares
|
$328,083
0.0% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,823
shares
|
$294,410
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,290
shares
|
$267,462
0.0% of portfolio
|
Q3 2024
Reduced 69.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,235
shares
|
$264,681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,412
shares
|
$223,070
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
4,308
shares
|
$217,812
0.21% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,561
shares
|
$180,044
0.0% of portfolio
|
Q4 2024
Reduced 60.76%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
2,303
shares
|
$116,439
0.06% of portfolio
|
Q1 2025
Reduced 25.69%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,254
shares
|
$113,962
0.0% of portfolio
|
Q4 2024
Reduced 64.06%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,021
shares
|
$51,621
0.0% of portfolio
|
Q4 2024
Added 343.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
645
shares
|
$32,611
0.0% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
566
shares
|
$28,616
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
437
shares
|
$22,094
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
324
shares
|
$16,381
0.0% of portfolio
|
Q1 2020
Reduced 23.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
275
shares
|
$13,904
0.0% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
227
shares
|
$11,477
0.0% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
200
shares
|
$10,112
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
143
shares
|
$7,230
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
100
shares
|
$5,056
0.0% of portfolio
|
Q1 2023
Added 15.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|