Go Pro
→ A new income category is drawing serious money - here's why (From Investors Alley) (Ad)tc pixel Free PSCE Stock Alerts

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

Invesco S&P SmallCap Energy ETF logo
$63.29 -1.04 (-1.62%)
As of 09/3/2026 03:58 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$3.61M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.17M
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%
A weekly dividend fund holding Nvidia and Palantir (Ad)

CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names distributes income every single Thursday, with payouts reported as high as $1,051 a month. Chief Income Strategist Tim Plaehn breaks down the fund's real Thursday distribution history, how the income is generated, and how to buy it in any brokerage account.tc pixel

Watch the free presentation before this Thursday's payout
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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, 38 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), Jane Street Group LLC ($1.04M), and Moloney Securities Asset Management LLC ($1.02M).Learn more on Invesco S&P SmallCap Energy ETF's institutional investors.

Of the 31 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 80,594 shares in the last 24 months. This purchase volume represents approximately $3.61M in transactions.

Of the 13 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), JBR Co Financial Management Inc ($4.42K), IHT Wealth Management LLC ($4.22K), Blair William & Co. IL ($3.80K), Kestra Advisory Services LLC ($2.09K), and Osaic Holdings Inc. ($1.87K).

Institutional investors have sold a total of 73,330 shares in the last 24 months. This volume of shares sold represents approximately $3.17M in transactions.


Related Companies

Institutional ownership data for NASDAQ:PSCE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
Before Anthropic becomes impossible to ignore...
Riot Platforms just struck a 20-year, 191-megawatt data-center agreement tied to Anthropic, reportedly worth 9...
The Oxford Club | Sponsoredtc pixel
How Long Does $2.5M Last in Retirement?
Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you...
SmartAsset | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Rickards Predicts: Trump to buy tiny $2 stock?
Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the la...
Paradigm Press | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
Major Buy Alert Issued for September 30th
Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 ...
TradeSmith | Sponsoredtc pixel
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel