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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions10$4.3M
Exits10$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
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 48 $3K
Golden State Wealth Management, LLC 0.00% Reduce -32.3% 42 $3K
AE Wealth Management LLC 0.00% Reduce -33.3% 22 $1K

"% 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.