S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains

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

$54.68
-0.53 (-0.96%)
(As of 04/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$471.90M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$112.79M
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PSCE Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2024Royal Bank of Canada69,188$3.60M0.0%+21.9%1.602%
2/14/2024Kestra Advisory Services LLC29,405$1.53M0.0%+9.8%0.681%
2/14/2024Connectus Wealth LLC10,040$523K0.0%-2.9%0.232%
2/13/2024Tower Research Capital LLC TRC 5,131$267K0.0%N/A0.119%
2/12/2024Stifel Financial Corp3,955$206K0.0%-7.1%0.092%
2/9/2024Cambridge Investment Research Advisors Inc.8,489$442K0.0%N/A0.197%
2/9/2024UBS Group AG101,019$5.26M0.0%-1.3%2.338%
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%
11/15/2023Royal Bank of Canada56,752$3.24M0.0%-70.3%1.231%
11/13/2023Gendell Jeffrey L78,869$4.50M0.3%-78.7%1.711%
11/13/2023Northern Trust Corp7,755$442K0.0%N/A0.168%
11/13/2023Stifel Financial Corp4,255$243K0.0%-80.0%0.092%
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%
10/13/2023 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%
10/11/2023J2 Capital Management Inc7,157$408K0.5%N/A0.154%
8/21/2023Osaic Holdings Inc.37,618$357K0.0%-1.2%0.887%
8/15/2023IHT Wealth Management LLC75,005$711K0.0%+23.6%1.769%
8/15/2023Royal Bank of Canada191,155$1.81M0.0%+10.4%4.508%
8/15/2023Stifel Financial Corp21,282$202K0.0%-42.8%0.502%
8/14/2023Tower Research Capital LLC TRC 56,245$533K0.0%+53.3%1.327%
8/14/2023MML Investors Services LLC23,000$218K0.0%N/A0.542%
8/11/2023Gendell Jeffrey L370,348$3.51M0.3%-10.6%8.735%
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8/11/2023Kestra Advisory Services LLC135,618$1.29M0.0%+1.9%3.199%
8/10/2023Osaic Holdings Inc.37,618$357K0.0%-1.2%0.887%
8/10/2023Commonwealth Equity Services LLC30,190$286K0.0%+25.0%0.712%
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%
7/17/2023 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%
5/16/2023Susquehanna International Group LLP23,200$215K0.0%-75.9%0.117%
5/16/2023Belpointe Asset Management LLC5,828$54K0.0%-41.4%0.029%
5/15/2023Gendell Jeffrey L414,374$3.84M0.4%+13.0%2.094%
5/15/2023Gladstone Institutional Advisory LLC30,089$279K0.0%-47.0%0.152%
5/12/2023Stifel Financial Corp37,195$345K0.0%-31.6%0.188%
5/12/2023Bank of America Corp DE363,993$3.37M0.0%-39.4%1.839%
5/12/2023UBS Group AG286,913$2.66M0.0%-9.8%1.450%
5/12/2023Moloney Securities Asset Management LLC134,986$1.25M0.2%-3.1%0.682%
5/12/2023First Republic Investment Management Inc.15,751$146K0.0%+15.4%0.080%
5/11/2023U.S. Capital Wealth Advisors LLC59,437$551K0.0%N/A0.300%
5/11/2023Cambridge Investment Research Advisors Inc.22,516$209K0.0%-14.2%0.114%
5/11/2023Commonwealth Equity Services LLC24,160$223K0.0%+8.0%0.122%
5/10/2023Private Advisor Group LLC12,072$112K0.0%N/A0.061%
5/10/2023LPL Financial LLC124,369$1.15M0.0%-17.9%0.628%
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%
4/18/2023J2 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%
4/13/2023 One Plus One Wealth Management LLC189,774$1.76M1.2%N/A1.544%
2/15/2023IHT Wealth Management LLC60,325$614K0.0%-7.1%0.452%
2/15/2023Morgan Stanley299,475$3.05M0.0%-7.9%2.243%
2/15/2023Mariner LLC69,016$703K0.0%N/A0.517%
2/15/2023Flow Traders U.S. LLC21,369$218K0.0%N/A0.160%
2/14/2023Susquehanna International Group LLP96,081$978K0.0%-7.6%0.720%
2/14/2023Cetera Advisor Networks LLC12,000$122K0.0%-47.8%0.090%
2/14/2023Marshall Wace LLP34,286$349K0.0%+15.4%0.257%
2/13/2023First Republic Investment Management Inc.13,648$139K0.0%-91.0%0.102%
2/10/2023Bank of America Corp DE600,879$6.12M0.0%+234.6%4.501%
2/10/2023Advisor Group Holdings Inc.48,524$495K0.0%+66.1%0.363%
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%
2/8/2023Belpointe Asset Management LLC9,940$101K0.0%-44.4%0.074%
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Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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2/8/2023Orion Portfolio Solutions LLC24,626$251K0.0%-8.4%0.184%
2/8/2023 Advance Capital Management Inc.60,000$611K0.1%N/A0.449%
2/8/2023Cambridge Investment Research Advisors Inc.26,243$267K0.0%+4.3%0.197%
2/7/2023Connectus Wealth LLC176,000$1.79M0.0%+3.2%1.318%
2/7/2023LPL Financial LLC151,428$1.54M0.0%+51.5%1.134%
2/7/2023IFP Advisors Inc54,920$954K0.0%-57.8%0.411%
2/7/2023Envestnet Asset Management Inc.11,990$122K0.0%-11.3%0.090%
2/3/2023Deuterium Capital Management LLC30,000$305K0.8%+200.0%0.225%
2/2/2023Simplex Trading LLC3,067$31K0.0%-76.4%0.023%
2/1/2023Gladstone Institutional Advisory LLC56,727$577K0.0%+53.9%0.425%
(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, 77 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 ($5.26M), Gendell Jeffrey L ($4.50M), LPL Financial LLC ($3.85M), Royal Bank of Canada ($3.60M), Bank of America Corp DE ($3.37M), and SMI Advisory Services LLC ($3.27M).Learn more on PSCE's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap Energy ETF stock?

Of the 66 institutional investors that purchased Invesco S&P SmallCap Energy ETF 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), One Plus One Wealth Management LLC ($939.98K), Bank of America Corp DE ($421.30K), SMI Advisory Services LLC ($375.93K), Jane Street Group LLC ($240.64K), Financial Enhancement Group LLC ($204.53K), and Connectus Wealth LLC ($179K).

How much institutional buying is happening at Invesco S&P SmallCap Energy ETF?

Institutional investors have bought a total of 14,141,313 shares in the last 24 months. This purchase volume represents approximately $872.30M in transactions.

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

Of the 41 institutional investors that sold Invesco S&P SmallCap Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($335.86K), Gendell Jeffrey L ($335.51K), Bank of America Corp DE ($311.92K), UBS Group AG ($283.88K), Raymond James & Associates ($272.30K), Discovery Capital Management LLC CT ($233.90K), and Jane Street Group LLC ($221.95K).

How much institutional selling is happening at Invesco S&P SmallCap Energy ETF?

Institutional investors have sold a total of 3,403,198 shares in the last 24 months. This volume of shares sold represents approximately $268.23M in transactions.


This page (NASDAQ:PSCE) was last updated on 4/18/2024 by MarketBeat.com Staff

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