Invesco S&P Smallcap IndustrPSCIETF

13F holders, Q1 2026 (March 31)
54holders +1
9new positions
8sold out
$154.60avg. 13F price*

At the end of Q1 2026, 54 institutions reported holding Invesco S&P Smallcap Industr (PSCI) in their 13F filings, up 1 from Q4 2025. 9 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($24.9M), UBS Group AG ($8.2M) and Stratos Wealth Partners, LTD. ($7.0M).

Company
Invesco S&P Smallcap Industr
CUSIP
46138E123
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 56Q1 2024Q2 2024: 57Q2 2024Q3 2024: 57Q3 2024Q4 2024: 70Q4 2024Q1 2025: 56Q1 2025Q2 2025: 46Q2 2025Q3 2025: 49Q3 2025Q4 2025: 53Q4 2025Q1 2026: 54Q1 2026Q2 2026: 59Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$8.3M
Exits8$7.0M

All 13F filers, Q4 2025 → Q1 2026: 101,932 shares bought and 49,693 shares sold, net +52,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 54 holders

Bank of America Corp. 0.00% Add +3.9% 161,114 $24.9M
UBS Group AG 0.00% Add +5.3% 52,869 $8.2M
Stratos Wealth Partners, LTD. 0.08% Reduce -6.1% 45,363 $7.0M
Salem Investment Counselors Inc. 0.11% No change 24,793 $3.8M
LPL Financial LLC 0.00% Add +8.8% 23,918 $3.7M
Osaic Holdings, Inc. 0.00% Add +7.9% 20,107 $3.1M
Susquehanna International Group, LLP 0.00% Add +538.7% 16,529 $2.6M
Mariner, LLC 0.00% New 14,448 $2.2M
Morgan Stanley 0.00% Add +52.5% 14,231 $2.2M
Parr McKnight Wealth Management Group, LLC 0.20% New 10,002 $1.5M
BNP Paribas Financial Markets 0.00% New 10,000 $1.5M
Independent Wealth Advisors LLC 1.37% Add +18.6% 9,053 $1.4M
Raymond James Financial Inc. 0.00% Add +115.2% 8,748 $1.4M
Wells Fargo & Company 0.00% Reduce -1.7% 8,507 $1.3M
Tower Research Capital LLC (TRC) 0.03% Add +67.9% 7,062 $1.1M
Flow Traders U.S. LLC 0.03% New 6,792 $1.1M
Virtu Financial LLC 0.04% Add +71.0% 6,729 $1.0M
Private Advisor Group, LLC 0.00% Add +6.3% 5,977 $924K
MML Investors Services, LLC 0.00% Add +15.1% 5,556 $859K
Independent Wealth Network Inc. 0.25% New 5,399 $835K
Envestnet Asset Management Inc. 0.00% Add +137.5% 4,469 $691K
Cetera Investment Advisers 0.00% Add +0.2% 2,795 $432K
Rockefeller Capital Management L.P. 0.00% No change 2,749 $425K
Gladstone Institutional Advisory LLC 0.01% New 2,600 $402K
Jane Street Group, LLC 0.00% New 2,496 $386K
Carlson Financial, Inc. 0.22% Add +0.1% 2,410 $373K
Koshinski Asset Management, Inc. 0.02% No change 2,058 $318K
HighTower Advisors, LLC 0.00% No change 2,054 $318K
US Bancorp \de 0.00% Add +1.7% 2,034 $315K
Royal Bank of Canada 0.00% Add +3.2% 1,955 $302K
JPMorgan Chase & Co. 0.00% Reduce -2.3% 1,921 $287K
Cambridge Investment Research Advisors, Inc. 0.00% New 1,809 $280K
Novak & Powell Financial Services, Inc. 0.12% No change 1,467 $227K
Jones Financial Companies LLLP 0.00% Add +92.7% 1,482 $225K
CX Institutional 0.01% Add +0.1% 1,260 $195K
Private Trust Co. NA 0.01% Reduce -8.1% 1,057 $163K
Harbour Investments, Inc. 0.00% Add +48500.0% 972 $150K
Valley National Advisers Inc. 0.02% No change 880 $136K
FMR LLC 0.00% Add +1.1% 281 $44K
Copia Wealth Management 0.02% Add +483.3% 210 $32K
Steward Partners Investment Advisory, LLC 0.00% No change 128 $20K
Harbor Asset Planning, Inc. 0.01% No change 108 $17K
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 $14K
MAI Capital Management 0.00% Reduce -67.4% 86 $13K
Bullseye Investment Management, LLC 0.01% No change 70 $11K
Pursuit Wealth Strategies, LLC 0.01% No change 43 $7K
PNC Financial Services Group, Inc. 0.00% No change 37 $6K
Triumph Capital Management 0.00% No change 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% No change 17 $3K
Aptus Capital Advisors, LLC 0.00% Reduce -16.7% 5 $773

"% 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.