Invesco S&P SmallCap Industrials ETF (PSCI) Institutional Ownership

$121.60
+1.62 (+1.35%)
(As of 11:02 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$51.60M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.58M
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PSCI Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2024Raymond James & Associates71,479$9.07M0.0%+0.9%4.672%
4/19/2024Valley National Advisers Inc.2,446$310K0.0%+106.8%0.158%
2/21/2024Novak & Powell Financial Services Inc.2,037$236K0.2%N/A0.144%
2/13/2024TFG Advisers LLC1,938$225K0.1%N/A0.137%
2/9/2024LWS Wealth Advisors Inc.93,933$10.89M4.1%+4.8%6.662%
2/8/2024Janney Montgomery Scott LLC23,507$2.73M0.0%+2.8%1.667%
2/6/2024Private Advisor Group LLC10,357$1.20M0.0%+2.4%0.735%
2/5/2024RiverFront Investment Group LLC110,803$12.85M0.4%+6.0%7.858%
2/2/2024Truist Financial Corp7,599$881K0.0%+2.4%0.539%
1/30/2024Cookson Peirce & Co. Inc.1,942$225K0.0%N/A0.138%
1/25/2024Valley National Advisers Inc.1,183$137K0.0%N/A0.085%
1/24/2024Stratos Wealth Partners LTD.1,943$225K0.0%N/A0.139%
1/16/2024Raymond James & Associates70,875$8.22M0.0%-2.3%5.063%
1/16/2024 Salem Investment Counselors Inc.25,502$2.96M0.1%-2.4%1.822%
1/8/2024Harbor Capital Advisors Inc.8,644$1.00M0.2%+55.5%0.617%
11/13/2023Envestnet Asset Management Inc.182,257$18.13M0.0%+164.5%13.601%
11/9/2023UBS Group AG51,249$5.10M0.0%+0.5%3.825%
11/8/2023Janney Montgomery Scott LLC22,875$2.28M0.0%-2.7%1.707%
11/7/2023RiverFront Investment Group LLC104,538$10.40M0.4%+5.1%7.801%
11/3/2023Private Advisor Group LLC10,116$1.01M0.0%N/A0.755%
10/24/2023Raymond James & Associates72,527$7.21M0.0%-1.1%5.333%
10/24/2023Cambridge Investment Research Advisors Inc.2,380$237K0.0%-15.4%0.175%
10/20/2023Harbor Capital Advisors Inc.5,559$553K0.1%+5.6%0.409%
10/18/2023Private Trust Co. NA311$31K0.0%N/A0.023%
8/10/2023GeoWealth Management LLC3,041$317K0.0%N/A0.239%
8/9/2023Flow Traders U.S. LLC8,296$864K0.0%N/A0.653%
8/4/2023Envestnet Asset Management Inc.68,900$7.17M0.0%N/A5.425%
8/3/2023Oppenheimer & Co. Inc.5,748$598K0.0%N/A0.453%
8/1/2023RiverFront Investment Group LLC99,468$10.35M0.3%N/A7.894%
8/1/2023RFP Financial Group LLC1,386$144K0.1%N/A0.110%
8/1/2023Truist Financial Corp7,402$771K0.0%N/A0.587%
7/31/2023LPL Financial LLC14,852$1.55M0.0%+124.4%1.179%
7/28/2023AlphaMark Advisors LLC255$27K0.0%-28.0%0.020%
7/28/2023Koshinski Asset Management Inc.2,774$289K0.0%N/A0.220%
7/28/2023LWS Wealth Advisors Inc.91,002$9.47M4.0%-5.0%7.222%
7/26/2023Janney Montgomery Scott LLC23,513$2.45M0.0%N/A1.866%
7/25/2023Raymond James & Associates73,307$7.63M0.0%+1,508.0%5.818%
7/25/2023Camelot Portfolios LLC4,614$480K0.3%N/A0.366%
7/24/2023Source Financial Advisors LLC3,041$317K0.1%N/A0.241%
7/19/2023TFG Advisers LLC1,931$201K0.1%N/A0.153%
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7/13/2023Cambridge Investment Research Advisors Inc.2,813$293K0.0%N/A0.227%
7/11/2023Harbor Capital Advisors Inc.5,263$548K0.1%N/A0.424%
5/11/2023Legacy Capital Group California Inc.15,118$1.44M0.7%N/A1.938%
5/9/2023Tower Research Capital LLC TRC5,985$571K0.0%-35.1%0.767%
5/4/2023AlphaMark Advisors LLC354$34K0.0%+192.6%0.045%
4/14/2023Raymond James & Associates4,559$435K0.0%N/A0.577%
4/6/2023Fulcrum Equity Management24,770$2.36M2.2%N/A3.176%
3/1/2023Lakewood Asset Management LLC460$41K0.0%N/A0.060%
2/8/2023UBS Group AG52,997$4.71M0.0%+2.9%6.794%
2/7/2023LPL Financial LLC5,078$451K0.0%+8.6%0.651%
2/1/2023Gladstone Institutional Advisory LLC7,591$674K0.0%+111.4%0.973%
11/10/2022Tower Research Capital LLC TRC16,102$1.25M0.0%+185.1%2.064%
11/10/2022UBS Group AG51,507$4.01M0.0%+2.4%6.603%
11/3/2022Global Retirement Partners LLC1,200$108K0.0%+200.0%0.154%
10/20/2022Gladstone Institutional Advisory LLC3,590$279K0.0%+45.6%0.449%
9/16/2022Private Trust Co. NA719$59K0.0%N/A0.092%
8/11/2022UBS Group AG50,292$4.10M0.0%-48.0%6.448%
8/5/2022LWS Wealth Advisors Inc.98,462$8.03M3.8%+2.5%12.623%
7/27/2022Advisor Resource Council70,444$5.74M0.5%+360.6%9.031%
7/15/2022Global Retirement Partners LLC400$33K0.0%N/A0.051%
5/10/2022LWS Wealth Advisors Inc.96,048$8.86M3.8%+1.5%11.040%
5/4/2022Gladstone Institutional Advisory LLC4,121$380K0.0%N/A0.474%
4/20/2022Advisor Resource Council15,294$1.41M0.4%-58.8%1.799%
2/11/2022Advisor Resource Council37,141$3.66M0.3%+272.2%4.221%
2/8/2022Raymond James Financial Services Advisors Inc.317,460$31.27M0.1%-0.5%36.075%
2/8/2022Bank of America Corp DE106,649$10.50M0.0%+3.0%8.814%
2/2/2022LWS Wealth Advisors Inc.94,640$9.32M3.8%+2.1%7.821%
11/16/2021Advisor Resource Council9,979$906K0.3%-57.1%0.774%
11/16/2021UBS Group AG95,835$8.70M0.0%-8.8%7.429%
11/9/2021LWS Wealth Advisors Inc.92,729$8.42M3.7%+3.7%7.188%
11/5/2021Advisor Group Holdings Inc.479$43K0.0%+88.6%0.037%
11/2/2021Raymond James Financial Services Advisors Inc.318,995$28.97M0.1%+1.4%24.728%
10/12/2021Koshinski Asset Management Inc.505$46K0.0%N/A0.039%
8/19/2021Advisor Resource Council23,261$2.16M0.2%N/A1.749%
8/17/2021 Salem Investment Counselors Inc.26,225$2.44M0.1%-5.2%1.943%
8/17/2021Citadel Advisors LLC12,910$1.20M0.0%+161.2%0.956%
8/16/2021Bank of America Corp DE98,777$9.19M0.0%-1.7%7.317%
8/16/2021Morgan Stanley105,224$9.79M0.0%+2.1%7.794%
8/13/2021LPL Financial LLC5,516$513K0.0%+50.9%0.409%
8/11/2021Susquehanna International Group LLP12,978$1.21M0.0%+123.3%0.961%
8/3/2021Oppenheimer & Co. Inc.5,457$508K0.0%+7.8%0.404%
7/26/2021Harel Insurance Investments & Financial Services Ltd.2,000$606K0.0%N/A0.147%
5/18/2021Morgan Stanley103,040$9.67M0.0%-7.5%7.633%
5/18/2021Citadel Advisors LLC4,942$462K0.0%-40.8%0.366%
5/17/2021Royal Bank of Canada11,452$1.07M0.0%+148.5%0.848%
5/12/2021UBS Group AG110,367$10.35M0.0%+5.8%10.412%
5/11/2021Rockefeller Capital Management L.P.601$56K0.0%N/A0.057%
5/10/2021Oppenheimer & Co. Inc.5,064$475K0.0%N/A0.482%
5/4/2021Commonwealth Equity Services LLC2,379$223K0.0%N/A0.227%
3/26/2021Susquehanna International Group LLP6,049$482K0.0%-59.2%0.637%
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2/17/2021 Salem Investment Counselors Inc.27,675$2.21M0.1%-3.0%3.548%
2/16/2021Morgan Stanley111,365$8.88M0.0%+7.9%14.278%
2/9/2021Wells Fargo & Company MN13,499$1.08M0.0%-4.1%1.800%
1/27/2021MTM Investment Management LLC1,285$102K0.1%N/A0.171%
11/13/2020Morgan Stanley103,257$6.46M0.0%+515.9%14.145%
11/5/2020Wells Fargo & Company MN14,078$881K0.0%-9.6%1.928%
8/14/2020Bank of America Corp DE84,318$4.96M0.0%-4.7%14.053%
7/31/2020UBS Group AG13,433$791K0.0%+127.4%2.067%
6/16/2020Royal Bank of Canada26,385$1.27M0.0%+19.1%4.059%
5/15/2020Morgan Stanley17,151$824K0.0%-11.8%2.639%
(Data available from 1/1/2016 forward)

PSCI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSCI shares?

During the previous two years, 33 institutional investors and hedge funds held shares of Invesco S&P SmallCap Industrials ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($18.13M), RiverFront Investment Group LLC ($12.85M), LWS Wealth Advisors Inc. ($10.89M), Raymond James & Associates ($9.07M), Advisor Resource Council ($5.74M), UBS Group AG ($5.10M), and Salem Investment Counselors Inc. ($2.96M).Learn more on PSCI's institutional investors.

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

Of the 32 institutional investors that purchased Invesco S&P SmallCap Industrials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($182.26K), RiverFront Investment Group LLC ($110.80K), Raymond James & Associates ($73.91K), Advisor Resource Council ($55.15K), Fulcrum Equity Management ($24.77K), Janney Montgomery Scott LLC ($24.15K), and Legacy Capital Group California Inc. ($15.12K).

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

Institutional investors have bought a total of 599,039 shares in the last 24 months. This purchase volume represents approximately $70.46M in transactions.

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

The following institutional investors have sold Invesco S&P SmallCap Industrials ETF stock in the last 24 months: UBS Group AG ($46.36K), LWS Wealth Advisors Inc. ($4.82K), Tower Research Capital LLC TRC ($3.24K), Raymond James & Associates ($2.43K), Salem Investment Counselors Inc. ($639.00), Janney Montgomery Scott LLC ($638.00), and Cambridge Investment Research Advisors Inc. ($433.00).

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

Institutional investors have sold a total of 58,664 shares in the last 24 months. This volume of shares sold represents approximately $9.14M in transactions.


This page (NASDAQ:PSCI) was last updated on 4/23/2024 by MarketBeat.com Staff

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