We are live on ! Find out more
PSCF icon

Invesco S&P SmallCap Financials ETF

24 hedge funds and large institutions have $7.52M invested in Invesco S&P SmallCap Financials ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $5.36M → $7.52M (+$2.16M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8.86% more ownership

Funds ownership: 28.51%37.38% (+8.9%)

4% more funds holding

Funds holding: 2324 (+1)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Harbor Capital Advisors
Illinois
$1.71M +$1.31M +23,910 +285%
Morgan Stanley
2
Morgan Stanley
New York
$1.44M -$59.7K -1,089 -4%
AW
3
Atlas Wealth
Ohio
$576K -$19.5K -355 -3%
TRCT
4
Tower Research Capital (TRC)
New York
$525K +$349K +6,354 +178%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$503K +$521K +9,505 New
VF
6
Virtu Financial
New York
$351K +$364K +6,635 New
Wells Fargo
7
Wells Fargo
California
$337K -$6.86K -125 -2%
LPL Financial
8
LPL Financial
California
$308K -$6.69K -122 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$269K -$8.17K -149 -3%
Bank of America
10
Bank of America
North Carolina
$264K -$16.7K -304 -6%
GIA
11
Gladstone Institutional Advisory
Florida
$251K -$198K -3,610 -43%
JCM
12
J2 Capital Management
Michigan
$228K -$18.7K -341 -7%
Goldman Sachs
13
Goldman Sachs
New York
$220K +$228K +4,153 New
UBS Group
14
UBS Group
Switzerland
$146K +$27.6K +504 +22%
KIG
15
Kessler Investment Group
Indiana
$122K -$43.7K -796 -26%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$103K +$51.8K +945 +93%
Osaic Holdings
17
Osaic Holdings
Arizona
$84.5K +$60.3K +1,100 +223%
AA
18
Addison Advisors
Vermont
$23.1K
SPIA
19
Steward Partners Investment Advisory
New York
$19.4K +$4.99K +91 +33%
MA
20
Montag & Associates
Georgia
$12K
AF
21
Advisornet Financial
Minnesota
$10.6K
KFI
22
Key Financial Inc
Pennsylvania
$7.57K
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$5.29K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$53 +$55 +1 New
FFA
25
Founders Financial Alliance
North Carolina
-$31.3K -566 Closed

PSCF Hedge Fund Activity: Q1 2025 in Review

24 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Financials ETF (PSCF) for Q1 2025, worth a combined $7.52M — up 40% from $5.36M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PSCF positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $1.31M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $198K.

  • 24 institutional investors held Invesco S&P SmallCap Financials ETF (PSCF) as of Q1 2025, up from 23 in Q4 2024.
  • Funds reported $7.52M of Invesco S&P SmallCap Financials ETF stock for Q1 2025, up 40% quarter-over-quarter.
  • 4 funds opened new Invesco S&P SmallCap Financials ETF positions in Q1 2025 and 3 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap Financials ETF buyer in Q1 2025 was Harbor Capital Advisors, an estimated $1.31M added.
  • The largest Invesco S&P SmallCap Financials ETF seller in Q1 2025 was Gladstone Institutional Advisory, an estimated $198K sold.

Based on aggregated 13F filings for Q1 2025.