Invesco S&P Smallcap FinanciPSCFETF
13F holders, Q1 2024 (March 31)26holders
1famous investor
$48.41avg. 13F price*
At the end of Q1 2024, 26 institutions reported holding Invesco S&P Smallcap Financi (PSCF) in their 13F filings. The largest holders were Morgan Stanley ($1.3M), Goldman Sachs Group Inc. ($1.1M) and Virtu Financial LLC ($876K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P Smallcap Financi
- CUSIP
- 46138E156
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 4 | $2.7M |
Ownership 26 holders
| Morgan Stanley | 0.00% | Reduce -14.6% | 26,640 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +32.6% | 21,874 | $1.1M |
| Virtu Financial LLC | 0.07% | New | 18,097 | $876K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +428.8% | 13,521 | $655K |
| Susquehanna International Group, LLP | 0.00% | New | 12,957 | $627K |
| Wells Fargo & Company | 0.00% | Reduce -7.4% | 9,561 | $463K |
| Citadel Advisors | 0.00% | New | 8,550 | $414K |
| UBS Group AG | 0.00% | Reduce -14.3% | 6,610 | $320K |
| Bank of America Corp. | 0.00% | Reduce -31.5% | 6,572 | $318K |
| LPL Financial LLC | 0.00% | Reduce -17.3% | 6,192 | $300K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -29.1% | 5,790 | $280K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 4,543 | $220K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.5% | 4,136 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,000 | $48K |
| Founders Financial Alliance, LLC | 0.01% | No change | 566 | $27K |
| Montag A & Associates Inc. | 0.00% | Reduce -11.0% | 452 | $22K |
| Addison Advisors LLC | 0.01% | No change | 437 | $21K |
| Avior Wealth Management, LLC | 0.00% | New | 359 | $17K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 324 | $16K |
| Kessler Investment Group, LLC | 0.01% | Reduce -0.6% | 328 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 325 | $16K |
| Realta Investment Advisors | 0.00% | New | 227 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 200 | $10K |
| Key Financial Inc | 0.00% | No change | 143 | $7K |
| Bank of Montreal | 0.00% | No change | 100 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 80 | $4K |
"% of holder's portfolio" is PSCF's weight in each manager's 13F, not the share of Invesco S&P Smallcap Financi the manager owns.