Invesco S&P Smallcap InformaPSCTETF
13F holders, Q1 2026 (March 31)103holders −2
10new positions
10sold out
1famous investor
$60.12avg. 13F price*
At the end of Q1 2026, 103 institutions reported holding Invesco S&P Smallcap Informa (PSCT) in their 13F filings, down 2 from Q4 2025. 10 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($15.7M), Morgan Stanley ($14.8M) and Cetera Investment Advisers ($7.5M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.3M |
| Exits | 10 | $2.2M |
All 13F filers, Q4 2025 → Q1 2026: 319,836 shares bought and 112,367 shares sold, net +207,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Bank of America Corp. | 0.00% | Reduce -10.3% | 261,071 | $15.7M |
| Morgan Stanley | 0.00% | Add +14.6% | 245,791 | $14.8M |
| Cetera Investment Advisers | 0.01% | Add +232.1% | 124,215 | $7.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.9% | 120,856 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.2% | 111,650 | $6.7M |
| LPL Financial LLC | 0.00% | Add +15.1% | 103,763 | $6.2M |
| Texas Yale Capital Corp. | 0.16% | Reduce -0.8% | 96,460 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +0.1% | 91,231 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +64.2% | 62,785 | $3.8M |
| Narus Financial Partners, LLC | 0.97% | Add +1.9% | 61,860 | $3.7M |
| UBS Group AG | 0.00% | Reduce -4.2% | 56,663 | $3.4M |
| Cordoba Advisory Partners LLC | 0.91% | Reduce -5.2% | 54,840 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +24.0% | 41,906 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +254.3% | 41,467 | $2.5M |
| Harbour Investment Management LLC | 0.96% | Reduce -15.6% | 29,529 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -44.1% | 28,752 | $1.7M |
| LFG Wealth Partners, LLC | 1.02% | Add +1.8% | 28,059 | $1.7M |
| Spinnaker Trust | 0.08% | No change | 25,300 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +20.9% | 24,754 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +51.4% | 24,075 | $1.4M |
| Parr McKnight Wealth Management Group, LLC | 0.18% | New | 22,626 | $1.4M |
| Pacific Sun Financial Corp | 0.64% | Reduce -0.1% | 21,981 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 21,521 | $1.3M |
| Columbus Macro, LLC | 0.14% | New | 21,069 | $1.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | No change | 20,569 | $1.2M |
| Icon Advisers Inc. | 0.25% | No change | 18,000 | $1.1M |
| Cascade Financial Partners, LLC | 0.09% | Reduce -1.4% | 14,158 | $851K |
| McGuire Investment Group, LLC | 0.09% | Add +7.0% | 13,642 | $820K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +36.9% | 13,516 | $812K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 13,368 | $803K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 12,270 | $737K |
| JBR Co Financial Management Inc | 0.30% | No change | 12,718 | $720K |
| IMC-Chicago, LLC | 0.01% | No change | 11,501 | $691K |
| Eagle Strategies LLC | 0.08% | Add +20.1% | 11,328 | $681K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.1% | 10,965 | $659K |
| Laurel Oak Wealth Management, LLC | 0.10% | No change | 10,225 | $614K |
| First Growth Capital LLC | 0.55% | Add +5.5% | 10,038 | $611K |
| Susquehanna International Group, LLP | 0.00% | Add +115.1% | 9,732 | $585K |
| Somerset Trust Co | 0.17% | Reduce -27.4% | 9,475 | $569K |
| Creative Planning | 0.00% | Reduce -3.3% | 9,460 | $568K |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 9,139 | $549K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +145.4% | 8,793 | $528K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 8,296 | $498K |
| Cresset Asset Management, LLC | 0.00% | Add +7.5% | 7,746 | $465K |
| Cookson Peirce & Co. Inc. | 0.02% | New | 7,503 | $451K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,500 | $451K |
| Harbour Capital Advisors, LLC | 0.08% | Add +22.8% | 6,170 | $444K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,128 | $441K |
| Private Advisor Group, LLC | 0.00% | Add +49.6% | 7,272 | $437K |
| Citadel Advisors | 0.00% | Add +39.5% | 6,861 | $412K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.1% | 6,406 | $385K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.7% | 6,197 | $372K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.9% | 5,972 | $359K |
| FMR LLC | 0.00% | Add +15.3% | 5,792 | $348K |
| Fifth Third Bancorp | 0.00% | New | 5,635 | $339K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 5,455 | $328K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 5,418 | $325K |
| Wharton Business Group, LLC | 0.01% | No change | 5,230 | $314K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 4,911 | $295K |
| MML Investors Services, LLC | 0.00% | Reduce -13.5% | 4,548 | $273K |
| Flow Traders U.S. LLC | 0.01% | New | 4,344 | $261K |
| Wealthcare Capital Partners, LLC | 0.12% | Reduce -0.1% | 4,319 | $259K |
| Arkadios Wealth Advisors | 0.00% | New | 4,319 | $259K |
| Rockefeller Capital Management L.P. | 0.00% | Add +26.5% | 4,301 | $258K |
| Captrust Financial Advisors | 0.00% | Reduce -3.4% | 4,125 | $248K |
| Bawa N Mallick Trust | 0.10% | No change | 4,000 | $240K |
| Jones Financial Companies LLLP | 0.00% | Add +9.9% | 3,827 | $227K |
| Carlson Financial, Inc. | 0.13% | Add +3.6% | 3,715 | $223K |
| PFG Investments, LLC | 0.01% | Add +1.5% | 3,665 | $220K |
| Fulcrum Equity Management | 0.21% | Reduce -15.6% | 3,608 | $217K |
| Spire Wealth Management | 0.01% | No change | 3,150 | $189K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 3,111 | $187K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +718.5% | 2,439 | $147K |
| MAI Capital Management | 0.00% | No change | 2,184 | $131K |
| Greykasell Wealth Strategies, Inc. | 0.04% | No change | 1,450 | $87K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,305 | $78K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.8% | 1,216 | $74K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,170 | $70K |
| Addison Advisors LLC | 0.01% | No change | 876 | $53K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 780 | $47K |
| CVA Family Office, LLC | 0.00% | No change | 750 | $45K |
| Biltmore Family Office, LLC | 0.01% | No change | 735 | $44K |
| Allworth Financial LP | 0.00% | New | 645 | $39K |
| Advisory Services Network, LLC | 0.00% | New | 602 | $36K |
| Whipplewood Advisors, LLC | 0.02% | No change | 600 | $36K |
| NewEdge Advisors, LLC | 0.00% | Add +55.1% | 563 | $34K |
| IFP Advisors, Inc | 0.00% | No change | 505 | $30K |
| Bank of Montreal | 0.00% | No change | 500 | $30K |
| Founders Financial Alliance, LLC | 0.01% | New | 483 | $29K |
| MCF Advisors LLC | 0.00% | No change | 468 | $28K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 450 | $27K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +270.6% | 341 | $20K |
| Sunbelt Securities, Inc. | 0.00% | No change | 273 | $16K |
| Key Financial Inc | 0.00% | No change | 219 | $13K |
| Advocate Investing Services LLC | 0.01% | No change | 203 | $12K |
| Glassman Wealth Services | 0.00% | No change | 150 | $9K |
| GAMMA Investing LLC | 0.00% | No change | 129 | $8K |
| Pursuit Wealth Strategies, LLC | 0.01% | No change | 117 | $7K |
| Russell Investments Group, Ltd. | 0.00% | No change | 63 | $4K |
| Qube Research & Technologies Ltd | 0.00% | Add +1.8% | 58 | $3K |
"% 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.