Invesco S&P S C U&C Ser ETFPSCUETF
13F holders, Q4 2024 (December 31)15holders −4
2new positions
6sold out
1famous investor
$59.29avg. 13F price*
At the end of Q4 2024, 15 institutions reported holding Invesco S&P S C U&C Ser ETF (PSCU) in their 13F filings, down 4 from Q3 2024. 2 opened new positions and 6 sold out. The largest holders were Bard Associates Inc. ($3.0M), LPL Financial LLC ($1.1M) and Tower Research Capital LLC (TRC) ($758K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P S C U&C Ser ETF
- CUSIP
- 46138G409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $16K |
| Exits | 6 | $2.6M |
All 13F filers, Q3 2024 → Q4 2024: 13,724 shares bought and 47,004 shares sold, net −33,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Bard Associates Inc. | 1.01% | Reduce -0.8% | 50,062 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -11.2% | 18,538 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.01% | Add +48.9% | 12,791 | $758K |
| Virtu Financial LLC | 0.03% | Add +181.3% | 9,285 | $550K |
| Morgan Stanley | 0.00% | Add +0.9% | 8,373 | $496K |
| Citadel Advisors | 0.00% | Add +62.6% | 8,224 | $488K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 2,042 | $121K |
| UBS Group AG | 0.00% | Reduce -53.4% | 991 | $59K |
| Kessler Investment Group, LLC | 0.02% | Reduce -33.9% | 750 | $45K |
| AdvisorNet Financial, Inc | 0.00% | No change | 200 | $12K |
| MAI Capital Management | 0.00% | New | 200 | $12K |
| Wells Fargo & Company | 0.00% | Reduce -40.5% | 179 | $11K |
| NewEdge Advisors, LLC | 0.00% | New | 75 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +300.0% | 16 | $949 |
| Front Row Advisors LLC | 0.00% | No change | 10 | $593 |
"% of holder's portfolio" is PSCU's weight in each manager's 13F, not the share of Invesco S&P S C U&C Ser ETF the manager owns.