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Invesco S&P SmallCap Consumer Staples ETF

37 hedge funds and large institutions have $12.4M invested in Invesco S&P SmallCap Consumer Staples ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

1.86% less ownership

Funds ownership: 39.06%37.2% (-1.9%)

15% less capital invested

Capital invested by funds: $14.6M → $12.4M (-$2.21M)

16% less funds holding

Funds holding: 4437 (-7)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.64M -$92.1K -2,886 -5%
PSF
2
Pacific Sun Financial
California
$1.54M -$144K -4,525 -8%
IWM
3
IHT Wealth Management
Illinois
$1.36M +$956K +29,955 +218%
Raymond James Financial
4
Raymond James Financial
Florida
$1M +$211K +6,606 +26%
CCWM
5
Cassaday & Co Wealth Management
Virginia
$622K +$638K +20,000 New
SPIA
6
Steward Partners Investment Advisory
New York
$571K +$218K +6,823 +59%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$565K -$203K -6,356 -26%
FPAS
8
Focus Partners Advisor Solutions
Missouri
$547K -$499K -15,653 -47%
WA
9
Winter & Associates
Minnesota
$547K +$561K +17,595 New
Betterment LLC
10
Betterment LLC
New York
$545K -$76.9K -2,412 -12%
Bank of America
11
Bank of America
North Carolina
$463K +$16.5K +517 +4%
Morgan Stanley
12
Morgan Stanley
New York
$394K +$61.5K +1,927 +18%
SFC
13
Summit Financial Consulting
Michigan
$359K +$68.5K +2,147 +23%
CWM
14
Cornerstone Wealth Management
Missouri
$332K +$97.6K +3,059 +40%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$284K -$605K -18,957 -67%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$277K +$1.24K +39 +0.4%
IA
17
Integrity Alliance
Iowa
$262K -$9.16K -287 -3%
HWM
18
Hohimer Wealth Management
Washington
$240K +$246K +7,726 New
CW
19
CreativeOne Wealth
Kansas
$235K
WSFS
20
Wilmington Savings Fund Society
Delaware
$103K
KAS
21
Kestra Advisory Services
Texas
$101K +$104K +3,261 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$67.7K
Osaic Holdings
23
Osaic Holdings
Arizona
$65.8K -$1.03M -32,395 -94%
GWM
24
Geneos Wealth Management
Colorado
$65.3K
TRCT
25
Tower Research Capital (TRC)
New York
$47.5K +$2.74K +86 +6%

PSCC Hedge Fund Activity: Q4 2025 in Review

37 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Consumer Staples ETF (PSCC) for Q4 2025, worth a combined $12.4M — down 15% from $14.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSCC and 5 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was IHT Wealth Management, adding an estimated $956K. The largest seller was Osaic Holdings, cutting an estimated $1.03M.

  • 37 institutional investors held Invesco S&P SmallCap Consumer Staples ETF (PSCC) as of Q4 2025, down from 44 in Q3 2025.
  • Funds reported $12.4M of Invesco S&P SmallCap Consumer Staples ETF stock for Q4 2025, down 15% quarter-over-quarter.
  • 5 funds opened new Invesco S&P SmallCap Consumer Staples ETF positions in Q4 2025 and 11 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Consumer Staples ETF buyer in Q4 2025 was IHT Wealth Management, an estimated $956K added.
  • The largest Invesco S&P SmallCap Consumer Staples ETF seller in Q4 2025 was Osaic Holdings, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2025.