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Invesco S&P SmallCap Financials ETF

22 hedge funds and large institutions have $8.69M invested in Invesco S&P SmallCap Financials ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $6.13M → $8.69M (+$2.56M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

6.88% more ownership

Funds ownership: 31.34%38.22% (+6.9%)

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMWMG
1
Parr McKnight Wealth Management Group
Minnesota
$2.29M +$2.38M +40,332 New
Raymond James Financial
2
Raymond James Financial
Florida
$1.31M +$1.06M +18,045 +358%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$779K +$807K +13,696 New
Morgan Stanley
4
Morgan Stanley
New York
$657K +$22K +373 +3%
TRCT
5
Tower Research Capital (TRC)
New York
$640K +$369K +6,265 +125%
Citadel Advisors
6
Citadel Advisors
Florida
$603K +$141K +2,388 +29%
GIA
7
Gladstone Institutional Advisory
Florida
$517K +$536K +9,100 New
AW
8
Atlas Wealth
Ohio
$515K
VF
9
Virtu Financial
New York
$420K +$9.95K +169 +2%
HCA
10
Harbor Capital Advisors
Illinois
$407K -$1.51M -25,699 -78%
LPL Financial
11
LPL Financial
California
$266K -$46.3K -787 -14%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$138K +$26.1K +443 +22%
FFA
13
Founders Financial Alliance
North Carolina
$32.2K +$33.3K +566 New
AA
14
Addison Advisors
Vermont
$24.8K
Osaic Holdings
15
Osaic Holdings
Arizona
$21.6K -$70.7K -1,200 -76%
SPIA
16
Steward Partners Investment Advisory
New York
$20.8K
MA
17
Montag & Associates
Georgia
$12.9K
AF
18
Advisornet Financial
Minnesota
$11.4K
TCM
19
Triumph Capital Management
Colorado
$8.19K
KFI
20
Key Financial Inc
Pennsylvania
$8.13K
UBS Group
21
UBS Group
Switzerland
$910 -$2.59K -44 -73%
Wells Fargo
22
Wells Fargo
California
$31 -$114K -1,933 -100%
HWM
23
Hohimer Wealth Management
Washington
-$661K -11,487 Closed
Bank of America
24
Bank of America
North Carolina
-$210K -3,652 Closed
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
-$10K -174 Closed

PSCF Hedge Fund Activity: Q1 2026 in Review

22 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Financials ETF (PSCF) for Q1 2026, worth a combined $8.69M — up 42% from $6.13M a quarter earlier.

Fund positioning in PSCF was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 5 trimmed.

The largest buyer was Parr McKnight Wealth Management Group, opening a new position worth an estimated $2.38M. The largest seller was Harbor Capital Advisors, cutting an estimated $1.51M.

  • 22 institutional investors held Invesco S&P SmallCap Financials ETF (PSCF) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $8.69M of Invesco S&P SmallCap Financials ETF stock for Q1 2026, up 42% quarter-over-quarter.
  • 4 funds opened new Invesco S&P SmallCap Financials ETF positions in Q1 2026 and 4 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Financials ETF buyer in Q1 2026 was Parr McKnight Wealth Management Group, an estimated $2.38M added.
  • The largest Invesco S&P SmallCap Financials ETF seller in Q1 2026 was Harbor Capital Advisors, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2026.