Free Trial
→ Trump’s $100 Trillion Land Rush Is On (From Stansberry Research) (Ad) Free PSCE Stock Alerts

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

Invesco S&P SmallCap Energy ETF logo
$40.97 -0.57 (-1.37%)
Closing price 07/25/2025 03:57 PM Eastern
Extended Trading
$40.96 0.00 (-0.01%)
As of 07/25/2025 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Energy ETF (NASDAQ:PSCE)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$13.17M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.65M
Get PSCE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P SmallCap Energy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PSCE Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025 Blair William & Co. IL19,491$757K0.0%-2.5%1.282%
7/22/2025 Belpointe Asset Management LLC7,291$283K0.0%-8.7%0.480%
7/16/2025 One Plus One Wealth Management LLC33,592$1.31M0.7%-4.4%2.210%
7/9/2025 Harbor Capital Advisors Inc.77,655$3.02M0.1%+4.7%5.177%
6/27/2025Goldman Sachs Group Inc.82,985$3.48M0.0%+3.7%5.354%
5/20/2025 Belpointe 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%
5/9/2025 Blair 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%
4/24/2025 Kessler 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%
4/14/2025 Harbor 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%
2/12/2025 Blair 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%
1/30/2025 Kessler 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%
1/10/2025 Harbor 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%
Trump’s $100 Trillion Land Rush Is On (Ad)

What Is "The US: IPO"? You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline.

Click here now to discover the full story and how to stake your claim before this land rush goes ful
10/21/2024 Kessler Investment Group LLC1,038$51K0.0%+206.2%0.060%
8/12/2024 Blair 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%
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%
7/11/2024 U.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%
2/7/2024 Formidable Asset Management LLC11,769$613K0.1%N/A0.272%
2/6/2024 U.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%
11/9/2023 Blair William & Co. IL19,311$1.10M0.0%N/A0.419%
11/9/2023UBS Group AG102,298$5.84M0.0%-62.8%2.219%
11/8/2023 Janney 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%
10/20/2023 U.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%
10/13/2023 Insight Wealth Strategies LLC3,577$204K0.0%N/A0.077%
10/12/2023 One Plus One Wealth Management LLC36,003$2.05M1.3%-81.1%0.774%
10/11/2023 J2 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%
8/4/2023 U.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%
7/17/2023 One 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%
Trump’s $100 Trillion Land Rush Is On (Ad)

What Is "The US: IPO"? You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline.

Click here now to discover the full story and how to stake your claim before this land rush goes ful
5/11/2023 U.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%
4/18/2023 J2 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%
4/13/2023 One 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%
2/10/2023 Blair William & Co. IL115,024$1.17M0.0%+0.9%0.862%
(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, 50 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. ($3.02M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($1.86M), and Wakefield Asset Management LLLP ($1.56M).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 39 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. ($77.30K), 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 286,296 shares in the last 24 months. This purchase volume represents approximately $13.17M in transactions.

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

Of the 15 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), One Plus One Wealth Management LLC ($1.53K), 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 95,363 shares in the last 24 months. This volume of shares sold represents approximately $4.65M in transactions.


Related Companies

This page (NASDAQ:PSCE) was last updated on 7/26/2025 by MarketBeat.com Staff
From Our Partners
BREAKING: The House just passed 3 pro-crypto bills!
THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.
Crypto 101 Media | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
URGENT: Trump Could Buy 1,000,000 Bitcoins TOMORROW?
According to one report, senior officials and crypto insiders recently discussed Bitcoin accumulation at the h...
Paradigm Press | Sponsored
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsored
Trump's 2025 Economic Revolution Is Here Are Your Retirement Savings Ready?
Time is short. Trump's reforms may be coming fast—and the financial system roller coaster may be a ride that y...
Goldco Precious Metals | Sponsored