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Invesco S&P SmallCap Consumer Staples ETF (PSCC) Institutional Ownership

Invesco S&P SmallCap Consumer Staples ETF logo
$33.88 -0.37 (-1.08%)
Closing price 03:59 PM Eastern
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$33.87 -0.01 (-0.03%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Consumer Staples ETF (NASDAQ:PSCC)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$4.64M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.80M
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PSCC Institutional Buying and Selling by Quarter

Invesco S&P SmallCap Consumer Staples ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.6,055$214K0.0%N/A0.588%
8/22/2026 Compass Financial Management LLC11,299$424K0.0%N/A1.076%
5/19/2026 Bank of America Corp DE9,034$285K0.0%-39.4%0.886%
5/13/2026 Cetera Investment Advisers8,206$259K0.0%-54.9%0.805%
5/8/2026 Pacific Sun Financial Corp44,854$1.41M0.7%-9.6%4.397%
5/4/2026 Parr Mcknight Wealth Management Group LLC7,078$223K0.0%N/A0.694%
2/18/2026 IHT Wealth Management LLC43,681$1.36M0.0%+218.2%4.200%
2/17/2026 Cetera Investment Advisers18,176$565K0.0%-25.9%1.748%
2/13/2026 Kestra Advisory Services LLC3,261$101K0.0%N/A0.314%
2/13/2026 Winter & Associates Inc.17,595$547K0.5%N/A1.692%
2/12/2026 Hohimer Wealth Management LLC7,726$240K0.0%N/A0.743%
2/12/2026 Steward Partners Investment Advisory LLC18,356$571K0.0%+59.2%1.765%
2/11/2026 Focus Partners Advisor Solutions LLC17,595$547K0.0%-47.1%1.692%
2/11/2026 LPL Financial LLC52,654$1.64M0.0%-5.2%5.063%
2/5/2026 Cornerstone Wealth Management LLC10,688$332K0.0%+40.1%1.028%
2/5/2026 Pacific Sun Financial Corp49,603$1.54M0.7%-8.4%4.770%
2/3/2026 Cassaday & Co Wealth Management LLC20,000$622K0.0%N/A1.923%
1/23/2026 Summit Financial Consulting LLC11,535$359K0.3%+22.9%1.099%
11/17/2025 Susquehanna International Group LLP15,776$520K0.0%+128.2%1.434%
11/17/2025 Citadel Advisors LLC8,791$290K0.0%-20.6%0.799%
11/17/2025 Bank of America Corp DE14,391$474K0.0%+6.8%1.308%
11/14/2025 Raymond James Financial Inc.25,703$847K0.0%+16.0%2.337%
11/13/2025 Pacific Sun Financial Corp54,128$1.78M0.9%-2.2%4.921%
11/12/2025 Focus Partners Advisor Solutions LLC33,248$1.06M0.0%+74.7%3.023%
11/7/2025 Founders Financial Alliance LLC1,200$40K0.0%N/A0.109%
11/5/2025 Envestnet Asset Management Inc.7,496$247K0.0%-32.4%0.681%
11/4/2025 Cornerstone Wealth Management LLC7,629$252K0.0%+6.4%0.694%
10/15/2025 Summit Financial Consulting LLC9,388$309K0.2%+11.8%0.831%
9/4/2025 Osaic Holdings Inc.35,359$1.18M0.0%-5.9%3.022%
8/15/2025 Tower Research Capital LLC TRC 10,979$365K0.0%-9.3%0.938%
8/15/2025 IHT Wealth Management LLC9,513$316K0.0%-8.4%0.813%
8/15/2025 Bank of America Corp DE13,474$448K0.0%+10.8%1.152%
8/15/2025 Ameriprise Financial Inc.14,081$468K0.0%+13.7%1.204%
8/14/2025 Raymond James Financial Inc.22,152$737K0.0%+4.6%1.893%
8/12/2025 Steward Partners Investment Advisory LLC9,884$329K0.0%+66.1%0.845%
8/8/2025 Cetera Investment Advisers28,328$942K0.0%-17.9%2.421%
8/1/2025 Envestnet Asset Management Inc.11,096$369K0.0%+2.7%0.948%
7/31/2025 Focus Partners Advisor Solutions LLC19,027$633K0.0%+33.4%1.626%
7/30/2025 Pacific Sun Financial Corp55,366$1.84M1.0%-1.4%4.732%
7/9/2025 Summit Financial Consulting LLC8,394$279K0.3%+14.0%0.700%
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5/20/2025Integrity Alliance LLC.9,995$350K0.0%N/A0.793%
5/16/2025NewEdge Advisors LLC44,195$1.55M0.0%+5.5%3.508%
5/15/2025Focus Partners Advisor Solutions LLC14,260$500K0.0%N/A1.132%
5/12/2025Virtu Financial LLC6,252$219K0.0%N/A0.496%
5/7/2025LPL Financial LLC41,234$1.45M0.0%-1.2%3.273%
5/6/2025Cetera Investment Advisers34,494$1.21M0.0%N/A2.738%
4/29/2025Envestnet Asset Management Inc.10,805$379K0.0%-53.4%0.858%
4/29/2025Summit Financial Consulting LLC7,361$258K0.2%N/A0.584%
4/22/2025Cambridge Investment Research Advisors Inc.45,000$1.58M0.0%-2.7%3.571%
4/18/2025Cornerstone Wealth Management LLC6,027$211K0.0%N/A0.478%
4/17/2025Pacific Sun Financial Corp56,144$1.97M1.1%+0.9%4.456%
2/17/2025EP Wealth Advisors LLC2,734$104K0.0%N/A0.200%
2/17/2025Citadel Advisors LLC5,764$219K0.0%N/A0.421%
2/17/2025Bank of America Corp DE11,781$448K0.0%+67.3%0.860%
2/17/2025Ameriprise Financial Inc.19,293$734K0.0%-3.8%1.408%
2/14/2025IHT Wealth Management LLC17,733$675K0.0%-6.1%1.294%
2/14/2025Tower Research Capital LLC TRC4,850$184K0.0%-17.3%0.354%
2/13/2025NewEdge Advisors LLC41,890$1.59M0.0%+2.4%3.058%
2/13/2025Raymond James Financial Inc.17,705$673K0.0%N/A1.292%
2/13/2025Envestnet Asset Management Inc.23,192$882K0.0%+5.7%1.693%
2/13/2025Wells Fargo & Company MN15,381$585K0.0%-2.6%1.123%
2/11/2025LPL Financial LLC41,716$1.59M0.0%-5.4%3.045%
2/10/2025Commonwealth Equity Services LLC8,713$331K0.0%-4.7%0.636%
2/6/2025Raymond James Financial Inc.17,705$673K0.0%N/A1.292%
2/3/2025Pacific Sun Financial Corp55,663$2.12M1.2%-0.6%4.063%
11/25/2024Wilmington Savings Fund Society FSB3,321$125K0.0%N/A0.236%
11/15/2024MML Investors Services LLC24,371$920K0.0%-16.3%1.728%
11/15/2024IHT Wealth Management LLC18,879$712K0.0%N/A1.339%
11/14/2024CreativeOne Wealth LLC7,560$285K0.0%N/A0.536%
10/28/2024Gladstone Institutional Advisory LLC5,590$211K0.0%N/A0.394%
10/9/2024Pacific Sun Financial Corp55,993$2.11M1.2%-5.1%3.943%
8/22/2024Cetera Investment Advisers36,623$1.29M0.0%-1.3%2.475%
8/16/2024NewEdge Advisors LLC35,622$1.26M0.0%-1.7%2.407%
7/26/2024Cambridge Investment Research Advisors Inc.60,295$2.13M0.0%-32.5%4.074%
7/24/2024Family Firm Inc.2,304$81K0.0%N/A0.156%
5/20/2024Virtu Financial LLC11,105$413K0.0%N/A0.536%
5/14/2024CreativeOne Wealth LLC7,560$281K0.0%N/A0.365%
4/25/2024Cambridge Investment Research Advisors Inc.89,310$3.33M0.0%-24.7%4.060%
4/12/2024Systelligence LLC316,770$11.79M3.1%+4.0%14.399%
2/21/2024Novak & Powell Financial Services Inc.5,655$217K0.1%N/A0.228%
2/9/2024Gladstone Institutional Advisory LLC8,232$316K0.0%N/A0.332%
2/8/2024Pacific Sun Financial Corp57,878$2.22M1.4%-3.3%2.334%
2/7/2024Principal Securities Inc.10,866$417K0.0%N/A0.438%
2/5/2024Opinicus Capital Inc.5,941$228K0.2%N/A0.240%
1/24/2024Stratos Wealth Partners LTD.65,439$2.51M0.0%N/A2.233%
1/17/2024IFG Advisory LLC99,846$3.84M0.3%N/A3.978%
1/16/2024Raymond James & Associates13,870$533K0.0%-4.0%0.553%
1/8/2024Systelligence LLC304,727$11.70M3.2%N/A11.997%
11/14/2023Tower Research Capital LLC TRC14,807$515K0.0%+49,256.7%0.630%
11/13/2023EPG Wealth Management LLC830$29K0.0%+152.3%0.035%
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11/13/2023Stifel Financial Corp69,238$2.41M0.0%+265.9%2.946%
11/13/2023Kestra Advisory Services LLC110,574$3.84M0.0%+225.6%4.705%
10/24/2023Raymond James & Associates14,454$502K0.0%+240.3%0.607%
10/24/2023Cambridge Investment Research Advisors Inc.118,783$4.13M0.0%+217.5%4.991%
10/23/2023Commonwealth Equity Services LLC10,140$352K0.0%+197.8%0.426%
10/11/2023Geneos Wealth Management Inc.2,100$73K0.0%+200.0%0.088%
8/11/2023Kestra Advisory Services LLC33,956$3.69M0.0%+3.7%1.415%
8/2/2023Bank of Montreal Can900$99K0.0%N/A0.038%
8/1/2023RFP Financial Group LLC1,243$135K0.1%N/A0.052%
7/31/2023LPL Financial LLC18,748$2.04M0.0%-8.1%0.781%


PSCC Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 institutional investors and hedge funds held shares of Invesco S&P SmallCap Consumer Staples ETF. The most heavily invested institutionals were LPL Financial LLC ($1.64M), Cambridge Investment Research Advisors Inc. ($1.58M), NewEdge Advisors LLC ($1.55M), Pacific Sun Financial Corp ($1.41M), IHT Wealth Management LLC ($1.36M), Osaic Holdings Inc. ($1.18M), and MML Investors Services LLC ($920K).Learn more on Invesco S&P SmallCap Consumer Staples ETF's institutional investors.

Of the 27 institutional investors that purchased Invesco S&P SmallCap Consumer Staples ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: IHT Wealth Management LLC ($48.83K), Raymond James Financial Inc. ($39.94K), Cetera Investment Advisers ($34.49K), Focus Partners Advisor Solutions LLC ($33.25K), Cassaday & Co Wealth Management LLC ($20K), Winter & Associates Inc. ($17.60K), and Summit Financial Consulting LLC ($11.54K).

Institutional investors have bought a total of 145,200 shares in the last 24 months. This purchase volume represents approximately $4.64M in transactions.

The following institutional investors have sold Invesco S&P SmallCap Consumer Staples ETF stock in the last 24 months: Cetera Investment Advisers ($16.33K), Focus Partners Advisor Solutions LLC ($15.65K), Pacific Sun Financial Corp ($10.51K), Bank of America Corp DE ($5.87K), Envestnet Asset Management Inc. ($3.60K), LPL Financial LLC ($2.89K), and Citadel Advisors LLC ($2.28K).

Institutional investors have sold a total of 57,133 shares in the last 24 months. This volume of shares sold represents approximately $1.80M in transactions.


Related Companies

Institutional ownership data for NASDAQ:PSCC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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