Invesco S&P Smallcap InformaPSCTETF
13F holders, Q4 2025 (December 31)105holders +13
14new positions
9sold out
1famous investor
$56.63avg. 13F price*
At the end of Q4 2025, 105 institutions reported holding Invesco S&P Smallcap Informa (PSCT) in their 13F filings, up 13 from Q3 2025. 14 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($16.5M), Morgan Stanley ($12.1M) and Goldman Sachs Group Inc. ($6.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.9M |
| Exits | 9 | $3.9M |
All 13F filers, Q3 2025 → Q4 2025: 129,912 shares bought and 131,409 shares sold, net −1,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Bank of America Corp. | 0.00% | Reduce -4.9% | 290,903 | $16.5M |
| Morgan Stanley | 0.00% | Add +0.4% | 214,523 | $12.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.4% | 121,950 | $6.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.4% | 101,328 | $5.7M |
| Texas Yale Capital Corp. | 0.17% | Add +4.5% | 97,185 | $5.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 91,155 | $5.2M |
| LPL Financial LLC | 0.00% | Add +33.6% | 90,121 | $5.1M |
| Narus Financial Partners, LLC | 0.95% | Reduce -2.8% | 60,692 | $3.4M |
| UBS Group AG | 0.00% | Add +6.8% | 59,125 | $3.3M |
| Cordoba Advisory Partners LLC | 0.81% | — | 57,864 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +44.1% | 51,467 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 38,242 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +13.4% | 37,402 | $2.1M |
| Harbour Investment Management LLC | 1.05% | Reduce -24.8% | 34,984 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +6.4% | 33,806 | $1.9M |
| LFG Wealth Partners, LLC | 0.99% | — | 27,569 | $1.6M |
| Spinnaker Trust | 0.08% | No change | 25,300 | $1.4M |
| Pacific Sun Financial Corp | 0.60% | Reduce -0.3% | 22,011 | $1.2M |
| Mariner, LLC | 0.00% | Add +1.3% | 21,567 | $1.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | No change | 20,569 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -4.9% | 20,466 | $1.2M |
| Icon Advisers Inc. | 0.22% | No change | 18,000 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 15,906 | $900K |
| MGB Wealth Management, LLC | 0.24% | Add +21.6% | 14,102 | $847K |
| Cascade Financial Partners, LLC | 0.08% | Reduce -1.6% | 14,358 | $813K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 13,368 | $757K |
| Somerset Trust Co | 0.23% | Reduce -3.0% | 13,043 | $738K |
| McGuire Investment Group, LLC | 0.08% | Reduce -0.7% | 12,749 | $722K |
| JBR Co Financial Management Inc | 0.30% | Reduce -0.7% | 12,718 | $720K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 12,270 | $695K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.0% | 11,704 | $663K |
| IMC-Chicago, LLC | 0.01% | Add +0.9% | 11,501 | $651K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.3% | 10,949 | $620K |
| First Growth Capital LLC | 0.53% | — | 9,511 | $600K |
| Laurel Oak Wealth Management, LLC | 0.10% | — | 10,225 | $579K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +73.9% | 9,871 | $559K |
| Creative Planning | 0.00% | Add +0.8% | 9,781 | $554K |
| Eagle Strategies LLC | 0.07% | Add +3.5% | 9,428 | $534K |
| Stifel Financial Corp. | 0.00% | Reduce -13.4% | 9,312 | $527K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.0% | 8,478 | $480K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,500 | $425K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.2% | 7,206 | $408K |
| Compass Capital Corp. /Ma/ | 0.15% | Reduce -4.8% | 6,279 | $395K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,128 | $377K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 6,614 | $374K |
| Hohimer Wealth Management, LLC | 0.05% | New | 6,528 | $370K |
| Kessler Investment Group, LLC | 0.14% | Reduce -0.6% | 6,042 | $342K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.6% | 5,805 | $329K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 5,550 | $314K |
| Comerica Bank | 0.00% | No change | 5,518 | $312K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 5,455 | $309K |
| Yoder Wealth Management, Inc. | 0.14% | No change | 5,418 | $307K |
| MML Investors Services, LLC | 0.00% | Add +17.5% | 5,258 | $298K |
| Wharton Business Group, LLC | 0.01% | No change | 5,230 | $296K |
| Harbour Capital Advisors, LLC | 0.06% | Add +14.1% | 5,025 | $291K |
| FMR LLC | 0.00% | Add +49.0% | 5,025 | $284K |
| Citadel Advisors | 0.00% | New | 4,919 | $278K |
| Private Advisor Group, LLC | 0.00% | New | 4,862 | $275K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,860 | $275K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.4% | 4,524 | $256K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,136 | $247K |
| Wealthcare Capital Partners, LLC | 0.11% | Reduce -0.1% | 4,321 | $245K |
| Fulcrum Equity Management | 0.23% | New | 4,276 | $242K |
| Captrust Financial Advisors | 0.00% | New | 4,269 | $242K |
| Bawa N Mallick Trust | 0.08% | No change | 4,000 | $226K |
| Compound Planning, Inc. | 0.01% | New | 6,537 | $222K |
| PFG Investments, LLC | 0.01% | New | 3,612 | $204K |
| Empower Advisory Group, LLC | 0.00% | New | 3,600 | $204K |
| Carlson Financial, Inc. | 0.12% | — | 3,585 | $203K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -40.2% | 3,583 | $203K |
| Jones Financial Companies LLLP | 0.00% | Reduce -10.3% | 3,482 | $197K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 3,401 | $193K |
| Spire Wealth Management | 0.01% | No change | 3,150 | $178K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | New | 3,111 | $176K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,649 | $150K |
| MAI Capital Management | 0.00% | No change | 2,184 | $124K |
| Greykasell Wealth Strategies, Inc. | 0.03% | No change | 1,450 | $82K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,305 | $74K |
| Farther Finance Advisors, LLC | 0.00% | Add +37.4% | 1,195 | $68K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,170 | $66K |
| Addison Advisors LLC | 0.01% | No change | 876 | $50K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 780 | $44K |
| CVA Family Office, LLC | 0.00% | No change | 750 | $42K |
| Biltmore Family Office, LLC | 0.01% | No change | 735 | $42K |
| Whipplewood Advisors, LLC | 0.02% | No change | 600 | $34K |
| Bank of Montreal | 0.00% | No change | 500 | $29K |
| IFP Advisors, Inc | 0.00% | Reduce -9.3% | 505 | $29K |
| MCF Advisors LLC | 0.00% | No change | 468 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 450 | $25K |
| NewEdge Advisors, LLC | 0.00% | No change | 363 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +29700.0% | 298 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 273 | $15K |
| Key Financial Inc | 0.00% | No change | 219 | $12K |
| Advocate Investing Services LLC | 0.01% | — | 203 | $11K |
| Glassman Wealth Services | 0.00% | No change | 150 | $8K |
| GAMMA Investing LLC | 0.00% | No change | 129 | $7K |
| Optima Capital LLC | 0.00% | New | 120 | $7K |
| Pursuit Wealth Strategies, LLC | 0.01% | — | 117 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 92 | $5K |
| Russell Investments Group, Ltd. | 0.00% | No change | 63 | $4K |
"% 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.