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 104 institutions that hold shares in the stock, with a total of 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $89.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
5,453
shares
|
$225,208
0.0% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
5,318
shares
|
$219,633
0.14% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
5,230
shares
|
$215,998
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,994
shares
|
$206,252
0.01% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
4,500
shares
|
$185,850
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,239
shares
|
$175,070
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,777
shares
|
$155,990
0.01% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,559
shares
|
$146,986
0.09% of portfolio
|
Q4 2024
Reduced 37.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$123,899
0.0% of portfolio
|
Q4 2024
Reduced 70.27%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,871
shares
|
$118,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,850
shares
|
$117,704
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,841
shares
|
$117,333
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,385
shares
|
$98,500
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,163
shares
|
$89,331
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,534
shares
|
$63,354
0.0% of portfolio
|
Q4 2024
Added 155.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,305
shares
|
$53,896
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
1,170
shares
|
$48,321
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,110
shares
|
$45,843
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,105
shares
|
$45,636
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
942
shares
|
$38,904
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
876
shares
|
$36,178
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
780
shares
|
$32,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
772
shares
|
$31,883
0.04% of portfolio
|
Q4 2024
Reduced 45.05%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
755
shares
|
$31,181
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
735
shares
|
$30,355
0.01% of portfolio
|
Q3 2023
Added 200.0%
|