Invesco S&P Smallcap InformaPSCTETF
13F holders, Q1 2025 (March 31)92holders −2
12new positions
13sold out
1famous investor
$39.87avg. 13F price*
At the end of Q1 2025, 92 institutions reported holding Invesco S&P Smallcap Informa (PSCT) in their 13F filings, down 2 from Q4 2024. 12 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($11.9M), Morgan Stanley ($9.7M) and Goldman Sachs Group Inc. ($6.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P Smallcap Informa
- CUSIP
- 46138E115
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.1M |
| Exits | 13 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 270,563 shares bought and 417,237 shares sold, net −146,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Bank of America Corp. | 0.00% | Reduce -15.8% | 296,283 | $11.9M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 241,508 | $9.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.2% | 164,094 | $6.6M |
| Wells Fargo & Company | 0.00% | Reduce -8.0% | 97,319 | $3.9M |
| Narus Financial Partners, LLC | 1.32% | Add +8.1% | 96,975 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -6.1% | 96,653 | $3.9M |
| Texas Yale Capital Corp. | 0.16% | Add +23.4% | 94,676 | $3.8M |
| Atria Investments, Inc | 0.03% | New | 59,178 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +119.1% | 57,227 | $2.3M |
| Harbour Investment Management LLC | 0.96% | Reduce -0.6% | 53,227 | $2.1M |
| UBS Group AG | 0.00% | Reduce -14.7% | 52,338 | $2.1M |
| Flow Traders U.S. LLC | 0.09% | New | 50,300 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.3% | 34,743 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -13.7% | 30,969 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -8.8% | 25,767 | $1.0M |
| Spinnaker Trust | 0.07% | No change | 25,300 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +29.6% | 24,324 | $975K |
| Pacific Sun Financial Corp | 0.51% | Reduce -0.5% | 22,399 | $898K |
| Citadel Advisors | 0.00% | New | 21,042 | $843K |
| Mariner, LLC | 0.00% | Reduce -8.0% | 20,636 | $827K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | No change | 20,569 | $824K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -73.7% | 18,768 | $752K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +492.7% | 17,782 | $713K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.3% | 16,351 | $655K |
| Cascade Financial Partners, LLC | 0.08% | Reduce -19.3% | 15,586 | $625K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -38.3% | 15,255 | $611K |
| JBR Co Financial Management Inc | 0.35% | Reduce -3.4% | 14,887 | $597K |
| Somerset Trust Co | 0.19% | No change | 13,443 | $539K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 13,368 | $536K |
| Creative Planning | 0.00% | Add +2.2% | 13,149 | $527K |
| McGuire Investment Group, LLC | 0.08% | Reduce -4.2% | 12,607 | $505K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.3% | 12,385 | $496K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 12,269 | $492K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.5% | 11,786 | $472K |
| IMC-Chicago, LLC | 0.02% | New | 11,401 | $457K |
| MGB Wealth Management, LLC | 0.16% | No change | 11,102 | $445K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.3% | 10,457 | $419K |
| MML Investors Services, LLC | 0.00% | Reduce -38.2% | 10,316 | $413K |
| Osaic Holdings, Inc. | 0.00% | Add +7.2% | 8,700 | $349K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -13.6% | 7,501 | $301K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 7,500 | $301K |
| Virtu Financial LLC | 0.02% | New | 7,441 | $298K |
| Eagle Strategies LLC | 0.05% | Add +32.1% | 7,263 | $291K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -28.2% | 6,610 | $265K |
| Cetera Investment Advisers | 0.00% | New | 6,611 | $265K |
| Chicago Partners Investment Group LLC | 0.01% | New | 6,128 | $247K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.5% | 6,167 | $247K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -1.2% | 6,000 | $240K |
| Comerica Bank | 0.00% | Add +138.4% | 5,685 | $228K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 5,453 | $219K |
| Yoder Wealth Management, Inc. | 0.12% | No change | 5,318 | $213K |
| Wharton Business Group, LLC | 0.01% | No change | 5,230 | $210K |
| Compass Capital Corp. /Ma/ | 0.11% | Add +0.9% | 5,855 | $207K |
| Susquehanna International Group, LLP | 0.00% | New | 5,159 | $207K |
| US Bancorp \de | 0.00% | No change | 4,239 | $170K |
| Kessler Investment Group, LLC | 0.07% | Reduce -2.4% | 3,473 | $139K |
| Spire Wealth Management | 0.00% | Reduce -16.6% | 3,149 | $126K |
| Jones Financial Companies LLLP | 0.00% | Add +70.3% | 2,612 | $105K |
| FMR LLC | 0.00% | Reduce -16.4% | 2,548 | $102K |
| MAI Capital Management | 0.00% | Reduce -23.9% | 2,184 | $88K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,163 | $87K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,305 | $62K |
| Greykasell Wealth Strategies, Inc. | 0.03% | New | 1,450 | $58K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,170 | $47K |
| CVA Family Office, LLC | 0.01% | No change | 1,105 | $44K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.8% | 950 | $38K |
| Addison Advisors LLC | 0.01% | No change | 876 | $35K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 780 | $31K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 755 | $30K |
| Biltmore Family Office, LLC | 0.01% | No change | 735 | $29K |
| Whipplewood Advisors, LLC | 0.01% | Add +1649.2% | 10,495 | $24K |
| IFP Advisors, Inc | 0.00% | Reduce -99.2% | 557 | $22K |
| Bank of Montreal | 0.00% | No change | 500 | $20K |
| MCF Advisors LLC | 0.00% | No change | 468 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 450 | $18K |
| NewEdge Advisors, LLC | 0.00% | No change | 363 | $15K |
| Harbour Investments, Inc. | 0.00% | New | 300 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 273 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 246 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +28.6% | 225 | $9K |
| Key Financial Inc | 0.00% | No change | 219 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 180 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 200 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 177 | $7K |
| Glassman Wealth Services | 0.00% | No change | 150 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 129 | $5K |
| National Bank of Canada | 0.00% | No change | 120 | $5K |
| Allworth Financial LP | 0.00% | No change | 108 | $4K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 72 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 57 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 54 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 12 | $481 |
"% of holder's portfolio" is PSCT's weight in each manager's 13F, not the share of Invesco S&P Smallcap Informa the manager owns.