Invesco S&P Smallcap ConsumePSCCETF

13F holders, Q1 2025 (March 31)
44holders +5
10new positions
6sold out
1famous investor
$35.06avg. 13F price*

At the end of Q1 2025, 44 institutions reported holding Invesco S&P Smallcap Consume (PSCC) in their 13F filings, up 5 from Q4 2024. 10 opened new positions and 6 sold out. The largest holders were Pacific Sun Financial Corp ($2.0M), Cambridge Investment Research Advisors, Inc. ($1.6M) and NewEdge Advisors, LLC ($1.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco S&P Smallcap Consume
CUSIP
46138E172
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 45Q1 2024Q2 2024: 38Q2 2024Q3 2024: 39Q3 2024Q4 2024: 39Q4 2024Q1 2025: 44Q1 2025Q2 2025: 43Q2 2025Q3 2025: 44Q3 2025Q4 2025: 37Q4 2025Q1 2026: 35Q1 2026Q2 2026: 38Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$3.2M
Exits6$691K

All 13F filers, Q4 2024 → Q1 2025: 106,111 shares bought and 66,869 shares sold, net +39,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 44 holders

Pacific Sun Financial Corp 1.12% Add +0.9% 56,144 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.7% 45,000 $1.6M
NewEdge Advisors, LLC 0.01% Add +5.5% 44,195 $1.5M
LPL Financial LLC 0.00% Reduce -1.2% 41,234 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -1.9% 37,573 $1.3M
Cetera Investment Advisers 0.00% New 34,494 $1.2M
Raymond James Financial Inc. 0.00% Add +19.6% 21,176 $742K
Focus Partners Advisor Solutions, LLC 0.01% New 14,260 $500K
Morgan Stanley 0.00% Reduce -19.4% 14,238 $499K
Ameriprise Financial Inc. 0.00% Reduce -35.8% 12,388 $434K
Bank of America Corp. 0.00% Add +3.2% 12,161 $426K
Tower Research Capital LLC (TRC) 0.01% Add +149.7% 12,111 $425K
Wells Fargo & Company 0.00% Reduce -21.6% 12,065 $423K
Envestnet Asset Management Inc. 0.00% Reduce -53.4% 10,805 $379K
IHT Wealth Management, LLC 0.01% Reduce -41.5% 10,382 $364K
Integrity Alliance, Llc. 0.01% New 9,995 $350K
MML Investors Services, LLC 0.00% Reduce -57.5% 9,154 $321K
Commonwealth Equity Services, LLC 0.00% Add +0.5% 8,756 $307K
Susquehanna International Group, LLP 0.00% New 7,844 $275K
CreativeOne Wealth, LLC 0.01% No change 7,560 $265K
Summit Financial Consulting LLC 0.24% — 7,361 $258K
Virtu Financial LLC 0.01% New 6,252 $219K
Citadel Advisors 0.00% Add +8.2% 6,237 $219K
Cornerstone Wealth Management, LLC 0.01% New 6,027 $211K
Steward Partners Investment Advisory, LLC 0.00% New 5,949 $209K
Two Sigma Investments, LP 0.00% New 5,800 $203K
Wilmington Savings Fund Society, FSB 0.00% No change 3,321 $116K
Bank of Montreal 0.00% Reduce -8.4% 2,170 $76K
Geneos Wealth Management Inc. 0.00% No change 2,100 $74K
PNC Financial Services Group, Inc. 0.00% Add +0.2% 1,319 $46K
US Bancorp \de 0.00% No change 900 $32K
UBS Group AG 0.00% Add +112.3% 898 $31K
EPG Wealth Management LLC 0.01% Add +0.5% 853 $30K
Royal Bank of Canada 0.00% No change 708 $25K
AllSquare Wealth Management LLC 0.01% No change 582 $20K
Key Financial Inc 0.00% Add +404.4% 454 $16K
Principal Securities, Inc. 0.00% No change 372 $14K
AdvisorNet Financial, Inc 0.00% No change 300 $11K
O'shaughnessy Asset Management, LLC 0.00% New 210 $7K
Kessler Investment Group, LLC 0.00% Reduce -8.6% 181 $6K
IFP Advisors, Inc 0.00% Add +20.6% 76 $3K
Wagner Wealth Management, LLC 0.00% Reduce -79.7% 59 $2K
Founders Capital Management 0.00% Add +6.7% 16 $544
FMR LLC 0.00% New 6 $210

"% of holder's portfolio" is PSCC's weight in each manager's 13F, not the share of Invesco S&P Smallcap Consume the manager owns.