PSCF icon

Invesco S&P SmallCap Financials ETF

25 hedge funds and large institutions have $5.72M invested in Invesco S&P SmallCap Financials ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.21M 25,348 +3,474 +16%
Morgan Stanley
2
Morgan Stanley
New York
$1.05M 21,938 -4,702 -18%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$677K 14,186 +1,229 +9%
TRCT
4
Tower Research Capital (TRC)
New York
$514K 10,783 -2,738 -20%
Wells Fargo
5
Wells Fargo
California
$417K 8,745 -816 -9%
GIA
6
Gladstone Institutional Advisory
Florida
$371K 7,782 +1,992 +34%
UBS Group
7
UBS Group
Switzerland
$299K 6,270 -340 -5%
LPL Financial
8
LPL Financial
California
$275K 5,773 -419 -7%
Bank of America
9
Bank of America
North Carolina
$274K 5,742 -830 -13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$212K 4,434 -109 -2%
HCA
11
Harbor Capital Advisors
Illinois
$191K 4,011 +4,011 New
Osaic Holdings
12
Osaic Holdings
Arizona
$39.5K 826 -3,310 -80%
FFA
13
Founders Financial Alliance
North Carolina
$27K 566
KIG
14
Kessler Investment Group
Indiana
$21.8K 456 +128 +39%
MA
15
Montag & Associates
Georgia
$21.6K 452
AA
16
Addison Advisors
Vermont
$20.9K 437
AWM
17
Avior Wealth Management
Nebraska
$17.2K 360 +1 +0.3%
SPIA
18
Steward Partners Investment Advisory
New York
$15.5K 325
BFEC
19
Benjamin F. Edwards & Company
Missouri
$15K 324
GRP
20
Global Retirement Partners
California
$11.3K 237 +157 +196%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$11K 230 +230 New
RIA
22
Realta Investment Advisors
Delaware
$10.8K 227
AF
23
Advisornet Financial
Minnesota
$9.54K 200
KFI
24
Key Financial Inc
Pennsylvania
$6.82K 143
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$4.77K 100