Invesco S&P Smallcap FinanciPSCFETF
13F holders, Q4 2025 (December 31)22holders +1
5new positions
4sold out
1famous investor
$57.51avg. 13F price*
At the end of Q4 2025, 22 institutions reported holding Invesco S&P Smallcap Financi (PSCF) in their 13F filings, up 1 from Q3 2025. 5 opened new positions and 4 sold out. The largest holders were Harbor Capital Advisors, Inc. ($1.9M), Hohimer Wealth Management, LLC ($661K) and Morgan Stanley ($643K). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 4 | $430K |
All 13F filers, Q3 2025 → Q4 2025: 24,201 shares bought and 18,302 shares sold, net +5,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Harbor Capital Advisors, Inc. | 0.15% | Add +4.9% | 32,850 | $1.9M |
| Hohimer Wealth Management, LLC | 0.09% | New | 11,487 | $661K |
| Morgan Stanley | 0.00% | Add +16.7% | 11,188 | $643K |
| Atlas Wealth LLC | 0.21% | No change | 9,057 | $521K |
| Citadel Advisors | 0.00% | New | 8,217 | $473K |
| Virtu Financial LLC | 0.02% | Add +4.4% | 7,214 | $415K |
| LPL Financial LLC | 0.00% | Add +5.9% | 5,472 | $315K |
| Raymond James Financial Inc. | 0.00% | Add +7.5% | 5,046 | $290K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -53.0% | 4,993 | $287K |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 3,652 | $210K |
| Jones Financial Companies LLLP | 0.00% | Reduce -12.5% | 2,050 | $118K |
| Wells Fargo & Company | 0.00% | Reduce -64.3% | 1,934 | $111K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.7% | 1,580 | $91K |
| Addison Advisors LLC | 0.01% | No change | 437 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 366 | $21K |
| Montag A & Associates Inc. | 0.00% | No change | 227 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 200 | $12K |
| Cwm, LLC | 0.00% | New | 174 | $10K |
| Triumph Capital Management | 0.00% | New | 144 | $8K |
| Key Financial Inc | 0.00% | No change | 143 | $8K |
| Optima Capital LLC | 0.00% | New | 68 | $4K |
| UBS Group AG | 0.00% | Reduce -94.6% | 60 | $3K |
"% 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.