Invesco S&P Smallcap EnergyPSCE ETF 13F holders, Q1 2026 (March 31) 48 holders +13
20 new positions
5 sold out
1 famous investor
$60.90 avg. 13F price*
At the end of Q1 2026 , 48 institutions reported holding Invesco S&P Smallcap Energy (PSCE) in their 13F filings, up 13 from Q4 2025. 20 opened new positions and 5 sold out. The largest holders were Gendell Jeffrey L ($4.2M), LPL Financial LLC ($3.1M) and Morgan Stanley ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company Invesco S&P Smallcap Energy
CUSIP 46138G474
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026 Institutions Total Value New Positions 20 $9.1M Exits 5 $1.1M
All 13F filers, Q4 2025 → Q1 2026: 205,461 shares bought and 117,782 shares sold, net +87,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders Portfolio Manager % of Holder's Portfolio Change vs Q4 2025 Shares Value ▼ Gendell Jeffrey L 0.06% No change 68,469 $4.2M LPL Financial LLC 0.00% Add +120.0% 50,465 $3.1M Morgan Stanley 0.00% Add +102.4% 39,736 $2.4M Cambridge Investment Research Advisors, Inc. 0.01% New 36,412 $2.2M One Plus One Wealth Management, LLC 0.83% Reduce -1.4% 32,410 $2.0M Goldman Sachs Group Inc. 0.00% New 29,296 $1.8M UBS Group AG 0.00% Add +24.7% 26,083 $1.6M Harbor Capital Advisors, Inc. 0.09% Reduce -78.4% 18,391 $1.1M Kestra Advisory Services, LLC 0.00% Add +1.0% 16,178 $986K Citadel Advisors 0.00% New 16,151 $985K Susquehanna International Group, LLP 0.00% New 14,146 $863K Jane Street Group, LLC 0.00% New 9,398 $573K Blair William & Co. 0.00% Reduce -40.5% 9,338 $569K First Growth Capital LLC 0.50% Add +7.4% 9,371 $554K IHT Wealth Management, LLC 0.01% Add +9.7% 7,555 $461K Parr McKnight Wealth Management Group, LLC 0.06% New 7,500 $457K Quadrature Capital Ltd 0.01% New 7,163 $437K Bank of America Corp. 0.00% Reduce -9.9% 6,967 $425K Walkner Condon Financial Advisors LLC 0.05% Add +15.8% 5,796 $343K Stifel Financial Corp. 0.00% New 4,939 $301K Cresset Asset Management, LLC 0.00% No change 4,900 $299K Cetera Investment Advisers 0.00% Add +1.4% 4,807 $293K Osaic Holdings, Inc. 0.00% Add +4.9% 4,718 $288K Raymond James Financial Inc. 0.00% Reduce -78.4% 4,618 $282K Carlson Financial, Inc. 0.16% New 4,571 $279K Arkadios Wealth Advisors 0.00% Reduce -10.6% 4,461 $272K Quad-Cities Investment Group, LLC 0.10% New 4,048 $247K RPS Advisory Solutions LLC 0.14% New 3,907 $238K Atlantic Union Bankshares Corp 0.00% Add +0.5% 3,853 $235K Gladstone Institutional Advisory LLC 0.01% New 3,556 $217K Farther Finance Advisors, LLC 0.00% Add +40.9% 3,662 $216K Global View Capital Management LLC 0.05% New 3,304 $201K Simplex Trading, LLC 0.00% New 2,609 $159K Steward Partners Investment Advisory, LLC 0.00% New 1,464 $89K Northwestern Mutual Wealth Management Co. 0.00% No change 672 $41K Copia Wealth Management 0.03% Add +44.9% 620 $38K MAI Capital Management 0.00% No change 385 $23K IFP Advisors, Inc 0.00% No change 300 $18K Rockefeller Capital Management L.P. 0.00% Add +0.5% 185 $11K Pacific Center for Financial Services 0.00% New 152 $9K Evergreen Advisors, LLC 0.00% New 121 $7K MTM Investment Management, LLC 0.00% No change 120 $7K Geneos Wealth Management Inc. 0.00% No change 100 $6K Qube Research & Technologies Ltd 0.00% New 100 $6K Centerpoint Advisors, LLC 0.00% No change 100 $6K Activest Wealth Management 0.00% New 4 $244 Citigroup Inc. 0.00% New 1 $61 O'shaughnessy Asset Management, LLC 0.00% No change 1 $61
"% of holder's portfolio" is PSCE's weight in each manager's 13F, not the share of Invesco S&P Smallcap Energy the manager owns.