Invesco S&P Smallcap FinanciPSCFETF
13F holders, Q1 2025 (March 31)24holders +1
4new positions
3sold out
$52.94avg. 13F price*
At the end of Q1 2025, 24 institutions reported holding Invesco S&P Smallcap Financi (PSCF) in their 13F filings, up 1 from Q4 2024. 4 opened new positions and 3 sold out. The largest holders were Harbor Capital Advisors, Inc. ($1.7M), Morgan Stanley ($1.4M) and Atlas Wealth LLC ($576K).
- Company
- Invesco S&P Smallcap Financi
- CUSIP
- 46138E156
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 3 | $68K |
All 13F filers, Q4 2024 → Q1 2025: 53,198 shares bought and 8,115 shares sold, net +45,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Harbor Capital Advisors, Inc. | 0.08% | Add +285.0% | 32,299 | $1.7M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 27,259 | $1.4M |
| Atlas Wealth LLC | 0.31% | Reduce -3.2% | 10,870 | $576K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +178.4% | 9,915 | $525K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,505 | $503K |
| Virtu Financial LLC | 0.02% | New | 6,635 | $351K |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 6,364 | $337K |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 5,823 | $308K |
| Raymond James Financial Inc. | 0.00% | Reduce -2.9% | 5,086 | $269K |
| Bank of America Corp. | 0.00% | Reduce -5.8% | 4,986 | $264K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -43.3% | 4,732 | $251K |
| J2 Capital Management Inc | 0.21% | Reduce -7.3% | 4,308 | $228K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,153 | $220K |
| UBS Group AG | 0.00% | Add +22.4% | 2,758 | $146K |
| Kessler Investment Group, LLC | 0.06% | Reduce -25.7% | 2,303 | $122K |
| Jones Financial Companies LLLP | 0.00% | Add +92.6% | 1,966 | $103K |
| Osaic Holdings, Inc. | 0.00% | Add +222.7% | 1,594 | $84K |
| Addison Advisors LLC | 0.01% | No change | 437 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +33.1% | 366 | $19K |
| Montag A & Associates Inc. | 0.00% | No change | 227 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 200 | $11K |
| Key Financial Inc | 0.00% | No change | 143 | $8K |
| Bank of Montreal | 0.00% | No change | 100 | $5K |
| FMR LLC | 0.00% | New | 1 | $53 |
"% 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.