Invesco S&P Smallcap IndustrPSCIETF
13F holders, Q1 2025 (March 31)56holders −14
7new positions
19sold out
1famous investor
$118.81avg. 13F price*
At the end of Q1 2025, 56 institutions reported holding Invesco S&P Smallcap Industr (PSCI) in their 13F filings, down 14 from Q4 2024. 7 opened new positions and 19 sold out. The largest holders were RiverFront Investment Group, LLC ($20.8M), Envestnet Asset Management Inc. ($20.6M) and Bank of America Corp. ($18.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.4M |
| Exits | 19 | $9.5M |
All 13F filers, Q4 2024 → Q1 2025: 81,187 shares bought and 147,791 shares sold, net −66,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| RiverFront Investment Group, LLC | 0.46% | Add +8.2% | 175,413 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.6% | 173,443 | $20.6M |
| Bank of America Corp. | 0.00% | Reduce -6.8% | 153,854 | $18.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.9% | 71,192 | $8.5M |
| UBS Group AG | 0.00% | Reduce -0.9% | 53,340 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +2016.8% | 50,465 | $6.0M |
| LPL Financial LLC | 0.00% | Reduce -2.7% | 50,363 | $6.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 33,448 | $4.0M |
| Salem Investment Counselors Inc. | 0.10% | Reduce -0.1% | 24,808 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.4% | 21,424 | $2.5M |
| Bogart Wealth, LLC | 0.10% | Add +6.5% | 18,289 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -30.6% | 14,014 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +19.2% | 10,001 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.6% | 9,407 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 8,520 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.3% | 8,455 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 6,754 | $802K |
| Citadel Advisors | 0.00% | Add +163.8% | 6,389 | $759K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -4.4% | 6,024 | $716K |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.6% | 5,548 | $659K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.6% | 5,267 | $626K |
| MML Investors Services, LLC | 0.00% | Reduce -33.4% | 5,042 | $599K |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 4,167 | $495K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -43.9% | 4,058 | $482K |
| MAI Capital Management | 0.00% | Reduce -91.3% | 3,922 | $466K |
| Cetera Investment Advisers | 0.00% | New | 2,681 | $319K |
| Valley National Advisers Inc. | 0.06% | Reduce -30.4% | 2,680 | $318K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 2,605 | $309K |
| Financial Advocates Investment Management | 0.02% | New | 2,100 | $249K |
| HighTower Advisors, LLC | 0.00% | Reduce -61.1% | 2,054 | $244K |
| US Bancorp \de | 0.00% | No change | 2,014 | $239K |
| TFG Advisers LLC | 0.08% | Add +0.1% | 1,951 | $232K |
| Elm3 Financial Group, LLC | 0.18% | Reduce -7.0% | 1,692 | $201K |
| Private Trust Co. NA | 0.01% | Add +62.3% | 1,094 | $130K |
| Comerica Bank | 0.00% | Reduce -3.5% | 954 | $113K |
| Kessler Investment Group, LLC | 0.03% | Reduce -17.4% | 584 | $69K |
| Avion Wealth | 0.02% | No change | 500 | $67K |
| Jones Financial Companies LLLP | 0.00% | No change | 257 | $31K |
| FMR LLC | 0.00% | Reduce -2.3% | 215 | $26K |
| Signaturefd, LLC | 0.00% | No change | 145 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 128 | $15K |
| Key Financial Inc | 0.00% | No change | 106 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 98 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 75 | $9K |
| Bessemer Group Inc. | 0.00% | New | 55 | $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% | No change | 36 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 24 | $3K |
| Spire Wealth Management | 0.00% | No change | 22 | $3K |
| AE Wealth Management LLC | 0.00% | New | 21 | $2K |
| AlphaCore Capital LLC | 0.00% | New | 15 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +500.0% | 12 | $1K |
| Cwm, LLC | 0.00% | New | 7 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 6 | $713 |
| Allworth Financial LP | 0.00% | No change | 3 | $350 |
"% 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.