Invesco S&P Smallcap IndustrPSCIETF
13F holders, Q4 2025 (December 31)53holders +4
7new positions
6sold out
1famous investor
$150.22avg. 13F price*
At the end of Q4 2025, 53 institutions reported holding Invesco S&P Smallcap Industr (PSCI) in their 13F filings, up 4 from Q3 2025. 7 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($23.3M), UBS Group AG ($7.5M) and Stratos Wealth Partners, LTD. ($7.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.4M |
| Exits | 6 | $369K |
All 13F filers, Q3 2025 → Q4 2025: 18,894 shares bought and 24,405 shares sold, net −5,511 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Bank of America Corp. | 0.00% | Reduce -0.3% | 155,109 | $23.3M |
| UBS Group AG | 0.00% | Reduce -2.9% | 50,207 | $7.5M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -16.7% | 48,324 | $7.3M |
| Bank of Montreal | 0.00% | Add +4.2% | 30,724 | $4.7M |
| Salem Investment Counselors Inc. | 0.11% | No change | 24,793 | $3.7M |
| LPL Financial LLC | 0.00% | Add +7.2% | 21,992 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +10.6% | 18,635 | $2.8M |
| Morgan Stanley | 0.00% | Add +10.3% | 9,334 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -13.6% | 8,655 | $1.3M |
| Independent Wealth Advisors LLC | 1.20% | — | 7,631 | $1.1M |
| Hohimer Wealth Management, LLC | 0.15% | New | 7,314 | $1.1M |
| Citadel Advisors | 0.00% | Add +41.6% | 5,888 | $884K |
| Private Advisor Group, LLC | 0.00% | Add +4.9% | 5,621 | $844K |
| MML Investors Services, LLC | 0.00% | Add +6.0% | 4,826 | $724K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +19.5% | 4,205 | $631K |
| Raymond James Financial Inc. | 0.00% | Add +5.5% | 4,065 | $610K |
| Virtu Financial LLC | 0.02% | Reduce -42.8% | 3,934 | $590K |
| Cetera Investment Advisers | 0.00% | Reduce -8.9% | 2,789 | $419K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,749 | $413K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.1% | 2,588 | $388K |
| Carlson Financial, Inc. | 0.21% | — | 2,408 | $361K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 2,058 | $309K |
| HighTower Advisors, LLC | 0.00% | No change | 2,054 | $308K |
| US Bancorp \de | 0.00% | No change | 2,000 | $300K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 1,967 | $295K |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 1,895 | $284K |
| Envestnet Asset Management Inc. | 0.00% | Add +32.0% | 1,882 | $282K |
| Novak & Powell Financial Services, Inc. | 0.11% | No change | 1,467 | $220K |
| Two Sigma Investments, LP | 0.00% | New | 1,452 | $218K |
| CX Institutional | 0.01% | Add +1.1% | 1,259 | $189K |
| Private Trust Co. NA | 0.02% | No change | 1,150 | $173K |
| Valley National Advisers Inc. | 0.02% | Add +5.9% | 880 | $132K |
| Jones Financial Companies LLLP | 0.00% | Add +120.3% | 769 | $115K |
| Farther Finance Advisors, LLC | 0.00% | Add +133.3% | 700 | $105K |
| FMR LLC | 0.00% | No change | 278 | $42K |
| MAI Capital Management | 0.00% | Add +3.5% | 264 | $40K |
| Kestra Advisory Services, LLC | 0.00% | New | 140 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 128 | $19K |
| Harbor Asset Planning, Inc. | 0.01% | Add +0.9% | 108 | $16K |
| Key Financial Inc | 0.00% | No change | 106 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 98 | $15K |
| Bullseye Investment Management, LLC | 0.01% | New | 70 | $11K |
| Pursuit Wealth Strategies, LLC | 0.01% | — | 43 | $6K |
| 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 |
| Triumph Capital Management | 0.00% | New | 33 | $5K |
| Russell Investments Group, Ltd. | 0.00% | No change | 27 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 25 | $4K |
| Lummis Asset Management, LP | 0.00% | New | 17 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 8 | $1K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -25.0% | 6 | $901 |
| Harbour Investments, Inc. | 0.00% | Reduce -83.3% | 2 | $300 |
"% 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.