Invesco S&P Smallcap FinanciPSCFETF
13F holders, Q1 2026 (March 31)22holders
4new positions
4sold out
1famous investor
$56.83avg. 13F price*
At the end of Q1 2026, 22 institutions reported holding Invesco S&P Smallcap Financi (PSCF) in their 13F filings, unchanged from Q4 2025. 4 opened new positions and 4 sold out. The largest holders were Parr McKnight Wealth Management Group, LLC ($2.3M), Raymond James Financial Inc. ($1.3M) and Susquehanna International Group, LLP ($779K). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.6M |
| Exits | 4 | $884K |
All 13F filers, Q4 2025 → Q1 2026: 91,377 shares bought and 45,044 shares sold, net +46,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Parr McKnight Wealth Management Group, LLC | 0.30% | New | 40,332 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +357.6% | 23,091 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 13,696 | $779K |
| Morgan Stanley | 0.00% | Add +3.3% | 11,561 | $657K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +125.5% | 11,258 | $640K |
| Citadel Advisors | 0.00% | Add +29.1% | 10,605 | $603K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 9,100 | $517K |
| Atlas Wealth LLC | 0.20% | No change | 9,057 | $515K |
| Virtu Financial LLC | 0.02% | Add +2.3% | 7,383 | $420K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -78.2% | 7,151 | $407K |
| LPL Financial LLC | 0.00% | Reduce -14.4% | 4,685 | $266K |
| Jones Financial Companies LLLP | 0.00% | Add +21.6% | 2,493 | $138K |
| Founders Financial Alliance, LLC | 0.01% | New | 566 | $32K |
| Addison Advisors LLC | 0.01% | No change | 437 | $25K |
| Osaic Holdings, Inc. | 0.00% | Reduce -76.0% | 380 | $22K |
| 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 | $11K |
| Triumph Capital Management | 0.00% | No change | 144 | $8K |
| Key Financial Inc | 0.00% | No change | 143 | $8K |
| UBS Group AG | 0.00% | Reduce -73.3% | 16 | $910 |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $31 |
"% 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.