Free Trial
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free PSCE Stock Alerts

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

Invesco S&P SmallCap Energy ETF logo
$60.20 0.00 (0.00%)
As of 06/12/2026 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$4.09M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.70M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE6,967$425K0.0%-9.9%0.361%
5/19/2026 Arkadios Wealth Advisors4,461$272K0.0%-10.6%0.231%
5/4/2026 First Growth Capital LLC9,371$554K0.5%+7.4%0.486%
5/4/2026 Parr Mcknight Wealth Management Group LLC7,500$457K0.1%N/A0.389%
4/30/2026 Kestra Advisory Services LLC16,178$986K0.0%+1.0%0.843%
4/28/2026 Walkner Condon Financial Advisors LLC5,796$343K0.0%+15.8%0.303%
4/20/2026 One Plus One Wealth Management LLC32,410$1.98M0.8%-1.4%1.679%
2/19/2026 First Growth Capital LLC8,722$375K0.4%N/A0.525%
2/18/2026 IHT Wealth Management LLC6,888$296K0.0%-38.0%0.415%
2/17/2026 Cetera Investment Advisers4,739$204K0.0%N/A0.285%
2/17/2026 Osaic Holdings Inc.4,496$193K0.0%-29.3%0.271%
2/17/2026 Blair William & Co. IL15,696$675K0.0%-12.1%0.946%
2/13/2026 Kestra Advisory Services LLC16,019$688K0.0%-11.6%0.965%
2/13/2026 Arkadios Wealth Advisors4,992$215K0.0%-18.4%0.301%
2/12/2026 Hohimer Wealth Management LLC9,518$409K0.1%N/A0.573%
2/11/2026 LPL Financial LLC22,941$986K0.0%-5.5%1.382%
1/23/2026 Farther Finance Advisors LLC2,600$112K0.0%+62.5%0.171%
1/21/2026 Walkner Condon Financial Advisors LLC5,006$216K0.0%-10.8%0.334%
1/20/2026 Harbor Capital Advisors Inc.85,119$3.66M0.3%-22.8%5.675%
1/15/2026 One Plus One Wealth Management LLC32,869$1.41M0.7%-2.2%2.221%
11/17/2025 Bank of America Corp DE9,483$404K0.0%+34.8%0.677%
11/13/2025 UBS Group AG19,944$850K0.0%-56.7%1.425%
11/13/2025 Blair William & Co. IL17,850$761K0.0%-8.4%1.275%
11/10/2025 Kazazian Asset Management LLC5,000$213K0.3%N/A0.357%
11/5/2025Moloney Securities Asset Management LLC23,933$1.02M0.1%-1.0%1.710%
10/29/2025 Arkadios Wealth Advisors6,114$261K0.0%+5.6%0.434%
10/29/2025 Walkner Condon Financial Advisors LLC5,614$236K0.0%N/A0.398%
10/15/2025 Harbor Capital Advisors Inc.110,188$4.70M0.4%+41.9%7.927%
10/14/2025 Farther Finance Advisors LLC1,600$68K0.0%N/A0.115%
10/14/2025 JBR Co Financial Management Inc5,757$245K0.1%-43.4%0.414%
9/4/2025 Osaic Holdings Inc.5,742$223K0.0%+47.1%0.378%
8/15/2025 Gendell Jeffrey L74,869$2.91M0.1%-5.1%4.926%
8/15/2025 Bank of America Corp DE7,036$273K0.0%-11.7%0.463%
8/14/2025 Raymond James Financial Inc.20,994$816K0.0%-19.4%1.381%
8/13/2025 JBR Co Financial Management Inc10,173$395K0.2%-3.3%0.669%
8/6/2025 Atlantic Union Bankshares Corp3,786$147K0.0%N/A0.249%
7/31/2025Moloney Securities Asset Management LLC24,174$939K0.1%-2.0%1.590%
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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
7/9/2025 Harbor Capital Advisors Inc.77,655$3.02M0.1%+4.7%5.177%
6/27/2025 Goldman 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%
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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%


PSCE Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 institutional investors and hedge funds held shares of Invesco S&P SmallCap Energy ETF. The most heavily invested institutionals were Harbor Capital Advisors Inc. ($3.66M), Goldman Sachs Group Inc. ($3.48M), Gendell Jeffrey L ($2.91M), One Plus One Wealth Management LLC ($1.98M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($1.86M), Raymond James & Associates ($1.19M), and Jane Street Group LLC ($1.04M).Learn more on Invesco S&P SmallCap Energy ETF's institutional investors.

Of the 32 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: Harbor Capital Advisors Inc. ($109.83K), Raymond James Financial Inc. ($63.66K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($38.48K), Jane Street Group LLC ($21.43K), Flow Traders U.S. LLC ($14.90K), iA Global Asset Management Inc. ($11.81K), and Walkner Condon Financial Advisors LLC ($10.56K).

Institutional investors have bought a total of 92,646 shares in the last 24 months. This purchase volume represents approximately $4.09M in transactions.

Of the 16 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: UBS Group AG ($26.09K), Harbor Capital Advisors Inc. ($25.07K), Raymond James Financial Inc. ($5.07K), JBR Co Financial Management Inc ($4.76K), Blair William & Co. IL ($4.29K), IHT Wealth Management LLC ($4.22K), and Gendell Jeffrey L ($4K).

Institutional investors have sold a total of 86,897 shares in the last 24 months. This volume of shares sold represents approximately $3.70M in transactions.


Related Companies

This page (NASDAQ:PSCE) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel