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 21 institutions that hold shares in the stock, with a total of 94,215 shares, which have been reported (via 13F filing form) to have a value of $6.82 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
32,923
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Added 85.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
11,685
shares
|
$825,662
0.03% of portfolio
|
Q3 2024
Added 44.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,930
shares
|
$772,313
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
8,660
shares
|
$611,915
0.04% of portfolio
|
Q3 2024
Reduced 43.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,419
shares
|
$453,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,634
shares
|
$327,438
0.0% of portfolio
|
Q3 2024
Reduced 73.23%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
3,732
shares
|
$263,703
0.04% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
3,344
shares
|
$236,287
0.01% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
3,218
shares
|
$227,383
0.0% of portfolio
|
Q2 2024
Reduced 50.07%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
2,966
shares
|
$209,577
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
2,510
shares
|
$177,356
0.12% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
1,388
shares
|
$98,076
0.06% of portfolio
|
Q3 2024
Added 630.53%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
563
shares
|
$39,781
0.0% of portfolio
|
Q3 2024
Reduced 26.02%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
419
shares
|
$29,606
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
417
shares
|
$29,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
164
shares
|
$11,588
0.0% of portfolio
|
Q4 2022
Reduced 58.06%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
98
shares
|
$6,924
0.0% of portfolio
|
Q3 2024
Added 476.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
76
shares
|
$5,370
0.0% of portfolio
|
Q1 2023
Reduced 80.46%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
69
shares
|
$4,875
0.0% of portfolio
|
Q3 2022
Reduced 22.47%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|