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

Invesco S&P SmallCap Energy ETF logo
$53.55 -0.01 (-0.02%)
As of 07/2/2026 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)
13
Total
Institutional Inflows
(last 12 months)
$3.96M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.70M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE6,967$425K0.0%-9.9%0.361%
5/19/2026Arkadios Wealth Advisors4,461$272K0.0%-10.6%0.231%
5/4/2026First Growth Capital LLC9,371$554K0.5%+7.4%0.486%
5/4/2026Parr Mcknight Wealth Management Group LLC7,500$457K0.1%N/A0.389%
4/30/2026Kestra Advisory Services LLC16,178$986K0.0%+1.0%0.843%
4/28/2026Walkner Condon Financial Advisors LLC5,796$343K0.0%+15.8%0.303%
4/20/2026One Plus One Wealth Management LLC32,410$1.98M0.8%-1.4%1.679%
2/19/2026First Growth Capital LLC8,722$375K0.4%N/A0.525%
2/18/2026IHT Wealth Management LLC6,888$296K0.0%-38.0%0.415%
2/17/2026Cetera Investment Advisers4,739$204K0.0%N/A0.285%
2/17/2026Osaic Holdings Inc.4,496$193K0.0%-29.3%0.271%
2/17/2026Blair William & Co. IL15,696$675K0.0%-12.1%0.946%
2/13/2026Kestra Advisory Services LLC16,019$688K0.0%-11.6%0.965%
2/13/2026Arkadios Wealth Advisors4,992$215K0.0%-18.4%0.301%
2/12/2026Hohimer Wealth Management LLC9,518$409K0.1%N/A0.573%
2/11/2026LPL Financial LLC22,941$986K0.0%-5.5%1.382%
1/23/2026Farther Finance Advisors LLC2,600$112K0.0%+62.5%0.171%
1/21/2026Walkner Condon Financial Advisors LLC5,006$216K0.0%-10.8%0.334%
1/20/2026Harbor Capital Advisors Inc.85,119$3.66M0.3%-22.8%5.675%
1/15/2026One Plus One Wealth Management LLC32,869$1.41M0.7%-2.2%2.221%
11/17/2025Bank of America Corp DE9,483$404K0.0%+34.8%0.677%
11/13/2025UBS Group AG19,944$850K0.0%-56.7%1.425%
11/13/2025Blair William & Co. IL17,850$761K0.0%-8.4%1.275%
11/10/2025Kazazian Asset Management LLC5,000$213K0.3%N/A0.357%
11/5/2025Moloney Securities Asset Management LLC23,933$1.02M0.1%-1.0%1.710%
10/29/2025Arkadios Wealth Advisors6,114$261K0.0%+5.6%0.434%
10/29/2025Walkner Condon Financial Advisors LLC5,614$236K0.0%N/A0.398%
10/15/2025Harbor Capital Advisors Inc.110,188$4.70M0.4%+41.9%7.927%
10/14/2025Farther Finance Advisors LLC1,600$68K0.0%N/A0.115%
10/14/2025JBR Co Financial Management Inc5,757$245K0.1%-43.4%0.414%
9/4/2025Osaic Holdings Inc.5,742$223K0.0%+47.1%0.378%
8/15/2025Gendell Jeffrey L74,869$2.91M0.1%-5.1%4.926%
8/15/2025Bank of America Corp DE7,036$273K0.0%-11.7%0.463%
8/14/2025Raymond James Financial Inc.20,994$816K0.0%-19.4%1.381%
8/13/2025JBR Co Financial Management Inc10,173$395K0.2%-3.3%0.669%
8/6/2025Atlantic Union Bankshares Corp3,786$147K0.0%N/A0.249%
7/31/2025Moloney Securities Asset Management LLC24,174$939K0.1%-2.0%1.590%
7/24/2025Blair William & Co. IL19,491$757K0.0%-2.5%1.282%
7/22/2025Belpointe Asset Management LLC7,291$283K0.0%-8.7%0.480%
7/16/2025One Plus One Wealth Management LLC33,592$1.31M0.7%-4.4%2.210%
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7/9/2025Harbor 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%
5/20/2025Belpointe 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%
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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 89,709 shares in the last 24 months. This purchase volume represents approximately $3.96M 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.


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This page (NASDAQ:PSCE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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