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 105,540 shares, which have been reported (via 13F filing form) to have a value of $5.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
31,305
shares
|
$1.75 Million
0.14% of portfolio
|
Q3 2025
Reduced 18.97%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
10,635
shares
|
$594,815
0.02% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
9,584
shares
|
$536,033
0.0% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
9,057
shares
|
$506,558
0.27% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,908
shares
|
$386,364
0.02% of portfolio
|
Q3 2025
Added 21.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
6,453
shares
|
$360,916
0.0% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,423
shares
|
$303,308
0.0% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
5,166
shares
|
$288,934
0.0% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,696
shares
|
$262,647
0.0% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,412
shares
|
$246,763
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,849
shares
|
$215,274
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,344
shares
|
$131,099
0.0% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,694
shares
|
$94,745
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,118
shares
|
$62,529
0.0% of portfolio
|
Q3 2025
Reduced 82.16%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
566
shares
|
$31,656
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
476
shares
|
$26,622
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
437
shares
|
$24,441
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
366
shares
|
$20,470
0.0% of portfolio
|
Q1 2025
Added 33.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
324
shares
|
$18,121
0.0% of portfolio
|
Q1 2020
Reduced 23.04%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
227
shares
|
$12,696
0.0% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
200
shares
|
$11,186
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
144
shares
|
$8,053
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
143
shares
|
$7,997
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
13
shares
|
$727
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|