Invesco S&P Smallcap ConsumePSCDETF

13F holders, Q4 2025 (December 31)
21holders +1
3new positions
4sold out
$104.79avg. 13F price*

At the end of Q4 2025, 21 institutions reported holding Invesco S&P Smallcap Consume (PSCD) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 4 sold out. The largest holders were EP Wealth Advisors, LLC ($1.2M), Hohimer Wealth Management, LLC ($614K) and Morgan Stanley ($556K).

Company
Invesco S&P Smallcap Consume
CUSIP
46138E180
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 26Q1 2024Q2 2024: 26Q2 2024Q3 2024: 25Q3 2024Q4 2024: 26Q4 2024Q1 2025: 23Q1 2025Q2 2025: 23Q2 2025Q3 2025: 20Q3 2025Q4 2025: 21Q4 2025Q1 2026: 22Q1 2026Q2 2026: 22Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$633K
Exits4$711K

All 13F filers, Q3 2025 → Q4 2025: 6,951 shares bought and 17,915 shares sold, net −10,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders

EP Wealth Advisors, LLC 0.01% — 11,745 $1.2M
Hohimer Wealth Management, LLC 0.08% New 5,857 $614K
Morgan Stanley 0.00% Reduce -3.4% 5,304 $556K
Raymond James Financial Inc. 0.00% Add +12.5% 5,070 $531K
Goldman Sachs Group Inc. 0.00% No change 4,515 $473K
Bank of America Corp. 0.00% Add +0.1% 3,934 $412K
LPL Financial LLC 0.00% Add +10.2% 3,670 $385K
Virtu Financial LLC 0.01% Reduce -74.4% 3,618 $379K
Osaic Holdings, Inc. 0.00% Reduce -2.0% 2,879 $302K
Beacon Pointe Advisors, LLC 0.00% Add +0.3% 2,009 $211K
Dagco, Inc. 0.02% No change 957 $100K
Steward Partners Investment Advisory, LLC 0.00% Add +0.2% 410 $43K
Capital Investment Advisory Services, LLC 0.00% Add +0.6% 157 $16K
MPWM Advisory Solutions, LLC 0.01% No change 146 $15K
Optima Capital LLC 0.00% New 95 $10K
Triumph Capital Management 0.00% New 87 $9K
Key Financial Inc 0.00% No change 73 $8K
Pursuit Wealth Strategies, LLC 0.01% — 71 $7K
UBS Group AG 0.00% Reduce -92.7% 60 $6K
Jones Financial Companies LLLP 0.00% No change 30 $3K
Wells Fargo & Company 0.00% No change 1 $99

"% 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.