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Invesco S&P SmallCap Energy ETF (PSCE) Institutional Ownership

Invesco S&P SmallCap Energy ETF logo
$40.38 -0.12 (-0.30%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Energy ETF (NASDAQ:PSCE)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$13.08M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.76M
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PSCE Institutional Buying and Selling by Quarter

Invesco S&P SmallCap Energy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.82,985$3.48M0.0%+3.7%5.354%
5/20/2025Belpointe Asset Management LLC7,987$335K0.0%N/A0.515%
5/16/2025Goldman Sachs Group Inc.82,985$3.48M0.0%+3.7%5.354%
5/14/2025Northwestern Mutual Wealth Management Co.625$26K0.0%N/A0.040%
5/14/2025Kestra Advisory Services LLC25,054$1.05M0.0%-3.5%1.616%
5/14/2025Flow Traders U.S. LLC14,904$624K0.0%N/A0.962%
5/13/2025HighTower Advisors LLC12,461$522K0.0%+3.8%0.804%
5/9/2025iA Global Asset Management Inc.11,810$495K0.0%N/A0.762%
5/9/2025Blair William & Co. IL19,989$838K0.0%-3.4%1.290%
5/8/2025Arkadios Wealth Advisors5,818$244K0.0%N/A0.375%
4/30/2025Moloney Securities Asset Management LLC24,668$1.03M0.1%-2.1%1.504%
4/24/2025Kessler Investment Group LLC1,673$70K0.0%+140.7%0.102%
4/21/2025JBR Co Financial Management Inc10,519$441K0.3%-3.2%0.641%
4/17/2025Copia Wealth Management645$27K0.0%-51.4%0.039%
4/14/2025Harbor Capital Advisors Inc.74,165$3.11M0.1%+246.7%4.522%
3/6/2025Copia Wealth Management1,328$64K0.1%N/A0.072%
2/18/2025GTS Securities LLC8,435$408K0.0%N/A0.458%
2/17/2025Citadel Advisors LLC15,226$737K0.0%+1.5%0.828%
2/17/2025Bank of America Corp DE11,362$550K0.0%-81.9%0.618%
2/14/2025Jane Street Group LLC21,427$1.04M0.0%N/A1.165%
2/14/2025Two Sigma Securities LLC7,560$366K0.0%N/A0.411%
2/14/2025IHT Wealth Management LLC27,745$1.34M0.0%-22.9%1.508%
2/14/2025Tower Research Capital LLC TRC1,012$49K0.0%-81.7%0.055%
2/13/2025Raymond James Financial Inc.31,831$1.54M0.0%N/A1.730%
2/12/2025Blair William & Co. IL20,689$1.00M0.0%+3.8%1.124%
2/11/2025FineMark National Bank & Trust4,364$211K0.0%N/A0.237%
2/11/2025LPL Financial LLC19,562$947K0.0%+55.0%1.063%
2/7/2025HighTower Advisors LLC12,005$581K0.0%-32.9%0.652%
2/6/2025Raymond James Financial Inc.31,831$1.54M0.0%N/A1.730%
2/4/2025JBR Co Financial Management Inc10,871$526K0.3%+3.2%0.591%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors38,477$1.86M0.1%N/A2.091%
1/30/2025Kessler Investment Group LLC695$34K0.0%-33.0%0.038%
1/30/2025Walkner Condon Financial Advisors LLC4,157$201K0.0%N/A0.226%
1/27/2025Financial Advocates Investment Management7,915$383K0.0%-5.8%0.430%
1/10/2025Harbor Capital Advisors Inc.21,394$1.04M0.0%+5,943.5%1.150%
11/15/2024HighTower Advisors LLC17,896$877K0.0%+9.1%1.017%
10/21/2024Kessler Investment Group LLC1,038$51K0.0%+206.2%0.060%
8/12/2024Blair William & Co. IL18,173$956K0.0%+3.9%0.577%
8/9/2024Pekin Hardy Strauss Inc.3,960$208K0.0%-9.2%0.126%
7/31/2024Commonwealth Equity Services LLC7,922$417K0.0%-68.5%0.250%
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7/30/2024Moloney Securities Asset Management LLC25,061$1.32M0.2%-3.3%0.791%
7/19/2024Raymond James & Associates22,577$1.19M0.0%-13.8%0.712%
7/16/2024JBR Co Financial Management Inc10,615$558K0.4%-4.7%0.335%
7/11/2024U.S. Capital Wealth Advisors LLC15,281$804K0.0%+6.2%0.482%
5/17/2024Jaffetilchin Investment Partners LLC5,518$308K0.0%N/A0.167%
5/9/2024JBR Co Financial Management Inc11,133$621K0.5%-21.6%0.257%
5/7/2024PFG Advisors6,517$364K0.0%N/A0.151%
4/30/2024Arkadios Wealth Advisors6,080$339K0.0%-33.5%0.140%
4/30/2024Commonwealth Equity Services LLC25,120$1.40M0.0%+5.7%0.580%
2/14/2024Connectus Wealth LLC10,040$523K0.0%-2.9%0.232%
2/8/2024Financial Advocates Investment Management8,088$421K0.0%+81.7%0.187%
2/7/2024Formidable Asset Management LLC11,769$613K0.1%N/A0.272%
2/6/2024U.S. Capital Wealth Advisors LLC13,817$719K0.0%-44.5%0.320%
2/1/2024Larson Financial Group LLC902$47K0.0%N/A0.021%
11/13/2023Gendell Jeffrey L78,869$4.50M0.3%-78.7%1.711%
11/13/2023LPL Financial LLC67,502$3.85M0.0%-39.3%1.464%
11/13/2023Kestra Advisory Services LLC26,780$1.53M0.0%-80.3%0.581%
11/9/2023Blair William & Co. IL19,311$1.10M0.0%N/A0.419%
11/9/2023UBS Group AG102,298$5.84M0.0%-62.8%2.219%
11/8/2023Janney Montgomery Scott LLC13,022$743K0.0%N/A0.282%
11/8/2023Pekin Hardy Strauss Inc.4,360$249K0.0%N/A0.095%
11/1/2023Wakefield Asset Management LLLP27,325$1.56M0.7%N/A0.599%
10/31/2023Deuterium Capital Management LLC9,000$513K1.2%-70.0%0.197%
10/30/2023Sandy Spring Bank7,643$436K0.0%N/A0.168%
10/27/2023Financial Advocates Investment Management4,451$254K0.0%N/A0.098%
10/23/2023Commonwealth Equity Services LLC25,525$1.46M0.0%-15.5%0.554%
10/20/2023U.S. Capital Wealth Advisors LLC24,891$1.42M0.1%-75.5%0.540%
10/18/2023Proficio Capital Partners LLC8,685$495K0.1%N/A0.189%
10/13/2023Global Retirement Partners LLC838$44K0.0%-80.0%0.018%
10/13/2023Arkadios Wealth Advisors9,301$531K0.1%-80.1%0.200%
10/13/2023Insight Wealth Strategies LLC3,577$204K0.0%N/A0.077%
10/12/2023One Plus One Wealth Management LLC36,003$2.05M1.3%-81.1%0.774%
10/11/2023J2 Capital Management Inc7,157$408K0.5%N/A0.154%
8/11/2023Gendell Jeffrey L370,348$3.51M0.3%-10.6%8.735%
8/11/2023Kestra Advisory Services LLC135,618$1.29M0.0%+1.9%3.199%
8/4/2023U.S. Capital Wealth Advisors LLC101,561$963K0.0%+70.9%2.395%
7/31/2023LPL Financial LLC111,157$1.05M0.0%-10.6%2.628%
7/31/2023Moloney Securities Asset Management LLC135,688$1.29M0.2%+0.5%3.208%
7/31/2023Menora Mivtachim Holdings LTD.9,400,000$89.11M0.8%N/A222.222%
7/28/2023First Republic Investment Management Inc.13,847$131K0.0%-12.1%0.331%
7/27/2023J.W. Cole Advisors Inc.11,588$110K0.0%+9.6%0.277%
7/25/2023Raymond James & Associates164,371$1.56M0.0%-19.9%3.932%
7/17/2023One Plus One Wealth Management LLC190,157$1.80M1.2%+0.2%0.906%
7/13/2023Cambridge Investment Research Advisors Inc.10,104$96K0.0%-55.1%0.048%
5/15/2023Gendell Jeffrey L414,374$3.84M0.4%+13.0%2.094%
5/12/2023Moloney Securities Asset Management LLC134,986$1.25M0.2%-3.1%0.682%
5/11/2023U.S. Capital Wealth Advisors LLC59,437$551K0.0%N/A0.300%
5/9/2023Tower Research Capital LLC TRC 36,678$340K0.0%-46.9%0.185%
5/8/2023ProVise Management Group LLC34,669$321K0.0%-47.5%0.175%
5/8/2023Global Retirement Partners LLC4,196$36K0.0%+172.3%0.021%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
4/18/2023J2 Capital Management Inc37,071$344K0.5%+13.2%0.187%
4/14/2023Raymond James Financial Services Advisors Inc.22,212$206K0.0%-18.5%0.113%
4/14/2023Raymond James & Associates205,130$1.90M0.0%-5.3%1.040%
4/13/2023One Plus One Wealth Management LLC189,774$1.76M1.2%N/A1.544%
2/10/2023ProVise Management Group LLC66,031$672K0.1%+79.4%0.495%
2/10/2023Blair William & Co. IL115,024$1.17M0.0%+0.9%0.862%
2/9/2023Financial Enhancement Group LLC204,525$2.20M0.4%N/A1.532%
2/8/2023Raymond James Financial Services Advisors Inc.27,246$277K0.0%+4.1%0.204%
2/8/2023Raymond James & Associates216,541$2.20M0.0%+39.2%1.622%
2/8/2023UBS Group AG317,952$3.24M0.0%+76.9%2.382%
(Data available from 1/1/2016 forward)

PSCE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSCE shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Invesco S&P SmallCap Energy ETF. The most heavily invested institutionals were Menora Mivtachim Holdings LTD. ($89.11M), UBS Group AG ($5.84M), Gendell Jeffrey L ($4.50M), Goldman Sachs Group Inc. ($3.48M), Harbor Capital Advisors Inc. ($3.11M), One Plus One Wealth Management LLC ($2.05M), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($1.86M).Learn more on Invesco S&P SmallCap Energy ETF's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap Energy ETF's stock?

Of the 40 institutional investors that purchased Invesco S&P SmallCap Energy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Menora Mivtachim Holdings LTD. ($9.40M), Harbor Capital Advisors Inc. ($73.81K), Raymond James Financial Inc. ($63.66K), U.S. Capital Wealth Advisors LLC ($43.02K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($38.48K), Wakefield Asset Management LLLP ($27.33K), and Jane Street Group LLC ($21.43K).

How much institutional buying is happening at Invesco S&P SmallCap Energy ETF?

Institutional investors have bought a total of 283,702 shares in the last 24 months. This purchase volume represents approximately $13.08M in transactions.

Which of Invesco S&P SmallCap Energy ETF's major shareholders have been selling company stock?

Of the 14 institutional investors that sold Invesco S&P SmallCap Energy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($51.55K), Commonwealth Equity Services LLC ($17.20K), IHT Wealth Management LLC ($8.24K), HighTower Advisors LLC ($5.89K), Tower Research Capital LLC TRC ($4.53K), Raymond James & Associates ($3.63K), and Moloney Securities Asset Management LLC ($1.36K).

How much institutional selling is happening at Invesco S&P SmallCap Energy ETF?

Institutional investors have sold a total of 96,780 shares in the last 24 months. This volume of shares sold represents approximately $4.76M in transactions.


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This page (NASDAQ:PSCE) was last updated on 7/6/2025 by MarketBeat.com Staff
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