Invesco S&P Smallcap IndustrPSCIETF
13F holders, Q4 2024 (December 31)70holders +13
15new positions
2sold out
1famous investor
$134.37avg. 13F price*
At the end of Q4 2024, 70 institutions reported holding Invesco S&P Smallcap Industr (PSCI) in their 13F filings, up 13 from Q3 2024. 15 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($23.2M), Bank of America Corp. ($22.2M) and RiverFront Investment Group, LLC ($21.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P Smallcap Industr
- CUSIP
- 46138E123
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $9.3M |
| Exits | 2 | $30K |
All 13F filers, Q3 2024 → Q4 2024: 117,222 shares bought and 45,719 shares sold, net +71,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Envestnet Asset Management Inc. | 0.01% | Add +0.6% | 172,373 | $23.2M |
| Bank of America Corp. | 0.00% | Add +1.5% | 165,100 | $22.2M |
| RiverFront Investment Group, LLC | 0.50% | Add +8.1% | 162,131 | $21.8M |
| Raymond James Financial Inc. | 0.00% | — | 73,336 | $9.9M |
| UBS Group AG | 0.00% | Add +7.2% | 53,804 | $7.2M |
| LPL Financial LLC | 0.00% | Add +14.4% | 51,747 | $7.0M |
| MAI Capital Management | 0.05% | Reduce -32.5% | 45,240 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 34,014 | $4.6M |
| Salem Investment Counselors Inc. | 0.11% | Reduce -2.6% | 24,833 | $3.3M |
| Modern Wealth Management, LLC | 0.12% | New | 24,410 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.1% | 21,508 | $2.9M |
| Morgan Stanley | 0.00% | Add +15.4% | 20,182 | $2.7M |
| Virtu Financial LLC | 0.13% | New | 18,242 | $2.5M |
| Bogart Wealth, LLC | 0.11% | Add +4.1% | 17,179 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -7.2% | 9,657 | $1.3M |
| Amundi | 0.00% | New | 9,042 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 9,021 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 8,653 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +53.0% | 8,389 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +66.0% | 7,565 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +28.8% | 7,260 | $976K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +78.7% | 7,228 | $971K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +129.1% | 6,300 | $847K |
| Private Advisor Group, LLC | 0.00% | Reduce -60.0% | 5,763 | $774K |
| HighTower Advisors, LLC | 0.00% | Add +157.4% | 5,287 | $710K |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 4,212 | $566K |
| Valley National Advisers Inc. | 0.09% | Add +22.8% | 3,851 | $517K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.9% | 2,605 | $350K |
| Citadel Advisors | 0.00% | Reduce -62.2% | 2,422 | $325K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +20.5% | 2,384 | $320K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 2,316 | $311K |
| Harbor Capital Advisors, Inc. | 0.01% | New | 2,257 | $303K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 2,025 | $272K |
| US Bancorp \de | 0.00% | Reduce -80.0% | 2,014 | $271K |
| TFG Advisers LLC | 0.09% | Add +0.1% | 1,949 | $262K |
| Elm3 Financial Group, LLC | 0.21% | — | 1,820 | $245K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -3.9% | 1,810 | $243K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,684 | $226K |
| Novak & Powell Financial Services, Inc. | 0.13% | Reduce -3.0% | 1,617 | $217K |
| GeoWealth Management, LLC | 0.01% | Reduce -2.6% | 1,595 | $214K |
| Savant Capital, LLC | 0.00% | New | 1,595 | $214K |
| Wedbush Securities Inc. | 0.01% | Reduce -16.6% | 1,523 | $205K |
| Marcum Wealth, LLC | 0.02% | Reduce -0.7% | 1,505 | $202K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 1,222 | $164K |
| Comerica Bank | 0.00% | Reduce -0.1% | 989 | $133K |
| Kessler Investment Group, LLC | 0.05% | Reduce -33.1% | 707 | $95K |
| Private Trust Co. NA | 0.01% | No change | 674 | $91K |
| Avion Wealth | 0.02% | New | 500 | $67K |
| TD Private Client Wealth LLC | 0.00% | No change | 402 | $54K |
| Jones Financial Companies LLLP | 0.00% | Add +542.5% | 257 | $35K |
| FMR LLC | 0.00% | Add +6.3% | 220 | $30K |
| Parallel Advisors, LLC | 0.00% | New | 200 | $27K |
| Geneos Wealth Management Inc. | 0.00% | New | 173 | $23K |
| Signaturefd, LLC | 0.00% | No change | 145 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 128 | $17K |
| Key Financial Inc | 0.00% | No change | 106 | $14K |
| GAMMA Investing LLC | 0.00% | No change | 98 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 75 | $10K |
| Avior Wealth Management, LLC | 0.00% | No change | 55 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 49 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 48 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 40 | $5K |
| Copia Wealth Management | 0.00% | — | 36 | $5K |
| IFP Advisors, Inc | 0.00% | New | 26 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 24 | $3K |
| AlphaMark Advisors, LLC | 0.00% | No change | 22 | $3K |
| Spire Wealth Management | 0.00% | Reduce -71.0% | 22 | $3K |
| NewEdge Advisors, LLC | 0.00% | New | 6 | $806 |
| Allworth Financial LP | 0.00% | New | 3 | $428 |
| Harbour Investments, Inc. | 0.00% | No change | 2 | $269 |
"% of holder's portfolio" is PSCI's weight in each manager's 13F, not the share of Invesco S&P Smallcap Industr the manager owns.