Invesco S&P Smallcap IndustrPSCIETF
13F holders, Q3 2025 (September 30)49holders +3
10new positions
6sold out
1famous investor
$149.38avg. 13F price*
At the end of Q3 2025, 49 institutions reported holding Invesco S&P Smallcap Industr (PSCI) in their 13F filings, up 3 from Q2 2025. 10 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($23.2M), Stratos Wealth Partners, LTD. ($8.7M) and UBS Group AG ($7.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.5M |
| Exits | 6 | $1.4M |
All 13F filers, Q2 2025 → Q3 2025: 55,257 shares bought and 27,309 shares sold, net +27,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Bank of America Corp. | 0.00% | Add +3.5% | 155,500 | $23.2M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +7.6% | 58,036 | $8.7M |
| UBS Group AG | 0.00% | Reduce -1.4% | 51,726 | $7.7M |
| Bank of Montreal | 0.00% | New | 29,500 | $4.4M |
| Salem Investment Counselors Inc. | 0.11% | No change | 24,793 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -9.1% | 20,510 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +21.0% | 16,857 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +11.9% | 10,022 | $1.5M |
| Morgan Stanley | 0.00% | Reduce -25.5% | 8,466 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +67.1% | 8,114 | $1.2M |
| Virtu Financial LLC | 0.06% | Add +7.8% | 6,882 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 5,360 | $801K |
| MML Investors Services, LLC | 0.00% | Add +3.4% | 4,552 | $680K |
| Citadel Advisors | 0.00% | Reduce -52.3% | 4,159 | $622K |
| Raymond James Financial Inc. | 0.00% | Reduce -20.2% | 3,855 | $576K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -15.1% | 3,520 | $526K |
| Cetera Investment Advisers | 0.00% | Add +47.1% | 3,062 | $458K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,749 | $411K |
| Global Retirement Partners, LLC | 0.01% | Add +0.1% | 2,277 | $340K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 2,058 | $308K |
| HighTower Advisors, LLC | 0.00% | No change | 2,054 | $307K |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 2,039 | $305K |
| Royal Bank of Canada | 0.00% | No change | 2,009 | $300K |
| US Bancorp \de | 0.00% | No change | 2,000 | $299K |
| Novak & Powell Financial Services, Inc. | 0.12% | New | 1,467 | $219K |
| Envestnet Asset Management Inc. | 0.00% | New | 1,426 | $213K |
| CX Institutional | 0.01% | New | 1,245 | $186K |
| Private Trust Co. NA | 0.02% | Add +5.1% | 1,150 | $172K |
| Valley National Advisers Inc. | 0.02% | Reduce -9.8% | 831 | $124K |
| Jones Financial Companies LLLP | 0.00% | Add +6.7% | 349 | $52K |
| Farther Finance Advisors, LLC | 0.00% | New | 300 | $45K |
| FMR LLC | 0.00% | No change | 278 | $42K |
| MAI Capital Management | 0.00% | Reduce -0.4% | 255 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 128 | $19K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 107 | $16K |
| Key Financial Inc | 0.00% | No change | 106 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 98 | $15K |
| Advisory Services Network, LLC | 0.00% | New | 90 | $13K |
| Root Financial Partners, LLC | 0.00% | New | 60 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 40 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 37 | $6K |
| Copia Wealth Management | 0.00% | No change | 36 | $5K |
| Comerica Bank | 0.00% | No change | 30 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 27 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 25 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 12 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 11 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 8 | $1K |
| Allworth Financial LP | 0.00% | No change | 3 | $449 |
"% 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.