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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%
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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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