Invesco S&P Smallcap InformaPSCTETF

13F holders, Q3 2025 (September 30)
92holders +6
13new positions
6sold out
$53.11avg. 13F price*

At the end of Q3 2025, 92 institutions reported holding Invesco S&P Smallcap Informa (PSCT) in their 13F filings, up 6 from Q2 2025. 13 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($16.2M), Morgan Stanley ($11.3M) and Goldman Sachs Group Inc. ($7.4M).

Company
Invesco S&P Smallcap Informa
CUSIP
46138E115
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 92Q1 2024Q2 2024: 96Q2 2024Q3 2024: 96Q3 2024Q4 2024: 94Q4 2024Q1 2025: 92Q1 2025Q2 2025: 86Q2 2025Q3 2025: 92Q3 2025Q4 2025: 105Q4 2025Q1 2026: 103Q1 2026Q2 2026: 122Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions13$4.9M
Exits6$1.8M

All 13F filers, Q2 2025 → Q3 2025: 201,340 shares bought and 122,036 shares sold, net +79,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 92 holders

Bank of America Corp. 0.00% Add +3.0% 305,901 $16.2M
Morgan Stanley 0.00% Reduce -0.4% 213,763 $11.3M
Goldman Sachs Group Inc. 0.00% Reduce -7.9% 139,295 $7.4M
Texas Yale Capital Corp. 0.16% Add +1.0% 93,011 $4.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +175.1% 92,585 $4.9M
Wells Fargo & Company 0.00% Reduce -0.1% 91,788 $4.9M
LPL Financial LLC 0.00% Add +1.9% 67,455 $3.6M
Narus Financial Partners, LLC 0.91% Reduce -8.2% 62,429 $3.3M
UBS Group AG 0.00% Reduce -15.1% 55,361 $2.9M
Harbour Investment Management LLC 1.07% Reduce -9.9% 46,504 $2.5M
Ameriprise Financial Inc. 0.00% Reduce -22.4% 40,367 $2.1M
Flow Traders U.S. LLC 0.08% New 37,189 $2.0M
Royal Bank of Canada 0.00% Reduce -28.9% 35,719 $1.9M
Cetera Investment Advisers 0.00% Add +400.6% 32,977 $1.8M
Raymond James Financial Inc. 0.00% Reduce -8.6% 31,785 $1.7M
Spinnaker Trust 0.07% No change 25,300 $1.3M
Pacific Sun Financial Corp 0.57% Reduce -0.2% 22,081 $1.2M
Wealthcare Advisory Partners LLC 0.02% Reduce -8.3% 21,523 $1.1M
Mariner, LLC 0.00% Add +2.9% 21,301 $1.1M
Baltimore-Washington Financial Advisors, Inc. 0.05% No change 20,569 $1.1M
Two Sigma Investments, LP 0.00% New 19,800 $1.1M
Icon Advisers Inc. 0.21% No change 18,000 $955K
Envestnet Asset Management Inc. 0.00% Reduce -11.3% 14,773 $784K
Cascade Financial Partners, LLC 0.09% Add +1.6% 14,584 $774K
Somerset Trust Co 0.22% No change 13,443 $714K
Patriot Investment Management Group, Inc. 0.05% No change 13,368 $710K
McGuire Investment Group, LLC 0.08% Add +0.1% 12,835 $681K
JBR Co Financial Management Inc 0.29% Reduce -12.4% 12,808 $680K
OneDigital Investment Advisors LLC 0.01% No change 12,270 $651K
MGB Wealth Management, LLC 0.17% No change 11,602 $616K
IMC-Chicago, LLC 0.01% No change 11,401 $605K
Stifel Financial Corp. 0.00% Reduce -14.4% 10,759 $571K
Apollon Wealth Management, LLC 0.01% Add +1.8% 10,705 $568K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -15.3% 10,180 $540K
BNP Paribas Financial Markets 0.00% New 10,000 $531K
Creative Planning 0.00% Reduce -23.7% 9,707 $515K
Eagle Strategies LLC 0.06% Add +17.7% 9,107 $483K
Osaic Holdings, Inc. 0.00% Reduce -1.7% 8,829 $445K
Cresset Asset Management, LLC 0.00% No change 7,518 $399K
Cassaday & Co Wealth Management LLC 0.01% New 7,500 $398K
Compass Capital Corp. /Ma/ 0.17% Add +2.8% 6,594 $396K
Chicago Partners Investment Group LLC 0.01% No change 6,128 $355K
Harbour Investments, Inc. 0.01% Add +2102.7% 6,608 $351K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.3% 6,086 $323K
Kessler Investment Group, LLC 0.14% Add +68.4% 6,077 $323K
Gladstone Institutional Advisory LLC 0.01% Add +11.3% 5,993 $318K
Susquehanna International Group, LLP 0.00% New 5,902 $313K
Commonwealth Equity Services, LLC 0.00% Reduce -12.3% 5,750 $305K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -16.5% 5,675 $301K
Comerica Bank 0.00% No change 5,518 $293K
Beacon Pointe Advisors, LLC 0.00% Add +0.0% 5,455 $290K
Yoder Wealth Management, Inc. 0.14% No change 5,418 $288K
Wharton Business Group, LLC 0.01% No change 5,230 $278K
MML Investors Services, LLC 0.00% Reduce -33.4% 4,476 $238K
Harbour Capital Advisors, LLC 0.05% Add +2.6% 4,405 $237K
Wealthcare Capital Partners, LLC 0.11% Reduce -1.8% 4,323 $229K
Bawa N Mallick Trust 0.08% New 4,000 $212K
Jones Financial Companies LLLP 0.00% Add +12.1% 3,880 $202K
Rockefeller Capital Management L.P. 0.00% New 3,401 $181K
FMR LLC 0.00% Add +8.0% 3,373 $179K
Spire Wealth Management 0.01% No change 3,150 $167K
Global Retirement Partners, LLC 0.00% Reduce -0.3% 2,840 $151K
Wealthspire Advisors, LLC 0.00% New 2,323 $123K
MAI Capital Management 0.00% No change 2,184 $116K
Greykasell Wealth Strategies, Inc. 0.03% No change 1,450 $77K
Armstrong Advisory Group, Inc. 0.00% No change 1,305 $69K
Toth Financial Advisory Corp. 0.01% No change 1,170 $62K
Addison Advisors LLC 0.01% No change 876 $47K
Farther Finance Advisors, LLC 0.00% New 870 $46K
Wilmington Savings Fund Society, FSB 0.00% No change 780 $41K
CVA Family Office, LLC 0.01% No change 750 $40K
Biltmore Family Office, LLC 0.01% No change 735 $39K
Advisory Services Network, LLC 0.00% New 602 $32K
Whipplewood Advisors, LLC 0.02% No change 600 $32K
IFP Advisors, Inc 0.00% No change 557 $30K
Bank of Montreal 0.00% No change 500 $27K
Founders Financial Alliance, LLC 0.00% New 483 $26K
MCF Advisors LLC 0.00% No change 468 $25K
Aptus Capital Advisors, LLC 0.00% No change 450 $24K
NewEdge Advisors, LLC 0.00% No change 363 $19K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -64.6% 347 $18K
Sunbelt Securities, Inc. 0.00% No change 273 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 225 $12K
Key Financial Inc 0.00% No change 219 $12K
Principal Securities, Inc. 0.00% No change 180 $10K
Glassman Wealth Services 0.00% No change 150 $8K
GAMMA Investing LLC 0.00% No change 129 $7K
Russell Investments Group, Ltd. 0.00% New 63 $3K
Golden State Wealth Management, LLC 0.00% New 62 $3K
Qube Research & Technologies Ltd 0.00% No change 57 $3K
AE Wealth Management LLC 0.00% Reduce -38.9% 33 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 1 $53

"% 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.