Invesco S&P Smallcap ConsumePSCDETF
13F holders, Q1 2025 (March 31)23holders −3
3new positions
6sold out
$92.15avg. 13F price*
At the end of Q1 2025, 23 institutions reported holding Invesco S&P Smallcap Consume (PSCD) in their 13F filings, down 3 from Q4 2024. 3 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($1.3M), EP Wealth Advisors, LLC ($979K) and Virtu Financial LLC ($789K).
- Company
- Invesco S&P Smallcap Consume
- CUSIP
- 46138E180
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.0M |
| Exits | 6 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 20,585 shares bought and 24,045 shares sold, net −3,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Morgan Stanley | 0.00% | Add +4.3% | 14,253 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | New | 10,622 | $979K |
| Virtu Financial LLC | 0.04% | Add +205.0% | 8,567 | $789K |
| Narus Financial Partners, LLC | 0.17% | Add +33.2% | 5,349 | $493K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.8% | 5,173 | $477K |
| Raymond James Financial Inc. | 0.00% | Reduce -10.4% | 4,677 | $431K |
| Goldman Sachs Group Inc. | 0.00% | No change | 4,515 | $416K |
| Bank of America Corp. | 0.00% | No change | 4,103 | $378K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -66.2% | 3,656 | $337K |
| Osaic Holdings, Inc. | 0.00% | Add +15.3% | 3,309 | $305K |
| LPL Financial LLC | 0.00% | Add +23.2% | 3,266 | $301K |
| UBS Group AG | 0.00% | New | 616 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.1% | 409 | $38K |
| Private Trust Co. NA | 0.00% | No change | 210 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.7% | 156 | $14K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 146 | $13K |
| Royal Bank of Canada | 0.00% | No change | 144 | $13K |
| Kessler Investment Group, LLC | 0.01% | Add +267.7% | 114 | $11K |
| Key Financial Inc | 0.00% | No change | 73 | $7K |
| Jones Financial Companies LLLP | 0.00% | Reduce -49.1% | 30 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $156 |
| FMR LLC | 0.00% | New | 1 | $92 |
"% of holder's portfolio" is PSCD's weight in each manager's 13F, not the share of Invesco S&P Smallcap Consume the manager owns.