Invesco Small Cap Value-YVSMIX
13F holders, Q1 2026 (March 31)1holders
1new positions
0sold out
$29.94avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Invesco Small Cap Value-Y (VSMIX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($25K).
- Company
- Invesco Small Cap Value-Y
- CUSIP
- 00143M497
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $25K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 835 shares bought, net +835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.01% | New | 835 | $25K |
"% of holder's portfolio" is VSMIX's weight in each manager's 13F, not the share of Invesco Small Cap Value-Y the manager owns.