Who Owns Invesco S&P SmallCap Financials ETF (PSCF)?Hedge Fund & Institutional Holders

$56.97+0.59 (+1.04%)Financial ServicesNASDAQ

Institutional Holders

25

as of Q4 2025

Total Institutional Value

$5.200002500013001e+49T

% of Float Held

QoQ Change in Holders

+7 / -3

Price History

$46.07$50.01$53.94$57.88$61.81Sep 24Jun 25Mar 26

PSCF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OPTIMA CAPITAL LLCNew Position+68+$3.0M
HARBOR CAPITAL ADVISORS, INC.New Position+33K+$1.9M
HOHIMER WEALTH MANAGEMENT, LLCNew Position+11K+$660K
Virtu Financial LLCIncreased+306+$19K
CWM, LLCNew Position+174+$10K
Key FInancial IncNew Position+143+$8K
CITADEL ADVISORS LLCNew Position+8K+$0
JONES FINANCIAL COMPANIES LLLPNew Position+2K+$0
MORGAN STANLEYIncreased+2K+$-549K
RAYMOND JAMES FINANCIAL INCIncreased+350+$-269.2M
LPL Financial LLCIncreased+306+$-296.2M

PSCF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Tower Research Capital LLC (TRC)Decreased-6K-$609.7M
GOLDMAN SACHS GROUP INCClosed Position-6K-$370.0M
WELLS FARGO & COMPANY/MNDecreased-3K-$310.9M
OSAIC HOLDINGS, INC.Decreased-114-$98.2M
UBS Group AGDecreased-1K-$61.1M
Founders Financial Alliance, LLCClosed Position-566-$32.5M
Wealthspire Advisors, LLCClosed Position-476-$27.3M
BANK OF AMERICA CORP /DE/Decreased-197-$220K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Atlas Wealth LLC9,057$520.0M0.16%Share
2Addison Advisors LLC437$25.0M0.01%Share
3MONTAG A & ASSOCIATES INC227$13.0M0.00%Share
4AdvisorNet Financial, Inc200$11.0M0.00%Share
5Triumph Capital Management144$8.0M0.00%Share
6OPTIMA CAPITAL LLC68$3.0M0.00%Share
7UBS Group AG60$3.0M0.00%Share
8HARBOR CAPITAL ADVISORS, INC.32,850$1.9M0.15%Share
9HOHIMER WEALTH MANAGEMENT, LLC11,487$660K0.09%Share
10Virtu Financial LLC7,214$415K0.02%Share
11CWM, LLC174$10K0.00%Share
12Key FInancial Inc143$8K0.00%Share
13BANK OF AMERICA CORP /DE/920$00.00%Share
14JONES FINANCIAL COMPANIES LLLP2,050$00.00%Share
15CITADEL ADVISORS LLC8,217$00.00%Share
16Steward Partners Investment Advisory, LLC366$00.00%Share
17LPL Financial LLC5,472$00.00%Share
18MORGAN STANLEY11,188$00.00%Share
19OSAIC HOLDINGS, INC.1,580$00.00%Share
20WELLS FARGO & COMPANY/MN1,625$00.00%Share
21WELLS FARGO & COMPANY/MN309$00.00%Share
22RAYMOND JAMES FINANCIAL INC956$00.00%Share
23RAYMOND JAMES FINANCIAL INC4,090$00.00%Share
24Tower Research Capital LLC (TRC)4,993$00.00%Share
25BANK OF AMERICA CORP /DE/2,732$00.00%Share

PSCF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$586.0M+4
Q3 202518$2.7B+0
Q2 202518$2.9B-6
Q1 202524$6.0B+4
Q4 202420$22.4B-1
Q3 202421$316.0B+0
Q2 202421$5.0B-1
Q1 202422$627.3T

Similar Stocks by Institutional Ownership

As of Q4 2025, 25 institutional investors hold PSCF (Invesco S&P SmallCap Financials ETF). The largest holder is Atlas Wealth LLC with $520.0M in shares. This quarter, 7 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own PSCF?

As of Q4 2025, 25 institutional investors report holding PSCF (Invesco S&P SmallCap Financials ETF) in their 13F filings.

Who is the largest institutional holder of PSCF?

The largest institutional holder of PSCF is Atlas Wealth LLC with $520.0M in shares.

Is institutional ownership of PSCF increasing or decreasing?

This quarter, 7 institutions opened new positions in PSCF and 3 closed their positions.