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Invesco S&P SmallCap Financials ETF

20 hedge funds and large institutions have $6.32M invested in Invesco S&P SmallCap Financials ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.14% less ownership

Funds ownership: 37.38%33.24% (-4.1%)

16% less capital invested

Capital invested by funds: $7.52M → $6.32M (-$1.19M)

17% less funds holding

Funds holding: 2420 (-4)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Harbor Capital Advisors
Illinois
$2.1M +$327K +6,333 +20%
AW
2
Atlas Wealth
Ohio
$557K -$40.1K -776 -7%
Morgan Stanley
3
Morgan Stanley
New York
$553K -$882K -17,071 -63%
TRCT
4
Tower Research Capital (TRC)
New York
$509K -$28K -543 -5%
UBS Group
5
UBS Group
Switzerland
$340K +$181K +3,510 +127%
Goldman Sachs
6
Goldman Sachs
New York
$329K +$98.3K +1,903 +46%
VF
7
Virtu Financial
New York
$308K -$49.4K -956 -14%
Wells Fargo
8
Wells Fargo
California
$285K -$57.8K -1,119 -18%
Raymond James Financial
9
Raymond James Financial
Florida
$268K -$7.95K -154 -3%
LPL Financial
10
LPL Financial
California
$259K -$53.9K -1,044 -18%
Bank of America
11
Bank of America
North Carolina
$206K -$61.5K -1,191 -24%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$200K +$191K +3,692 New
KIG
13
Kessler Investment Group
Indiana
$127K +$2.17K +42 +2%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$119K +$11.6K +225 +11%
Osaic Holdings
15
Osaic Holdings
Arizona
$91.8K +$4.96K +96 +6%
AA
16
Addison Advisors
Vermont
$23.7K
SPIA
17
Steward Partners Investment Advisory
New York
$19.9K
MA
18
Montag & Associates
Georgia
$12.3K
AF
19
Advisornet Financial
Minnesota
$10.9K
KFI
20
Key Financial Inc
Pennsylvania
$7.76K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
-$503K -9,505 Closed
GIA
22
Gladstone Institutional Advisory
Florida
-$251K -4,732 Closed
JCM
23
J2 Capital Management
Michigan
-$228K -4,308 Closed
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
-$5.29K -100 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$53 -1 Closed

PSCF Hedge Fund Activity: Q2 2025 in Review

20 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Financials ETF (PSCF) for Q2 2025, worth a combined $6.32M — down 16% from $7.52M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PSCF and 1 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 6 added.

The largest buyer was Harbor Capital Advisors, adding an estimated $327K. The largest seller was Morgan Stanley, cutting an estimated $882K.

  • 20 institutional investors held Invesco S&P SmallCap Financials ETF (PSCF) as of Q2 2025, down from 24 in Q1 2025.
  • Funds reported $6.32M of Invesco S&P SmallCap Financials ETF stock for Q2 2025, down 16% quarter-over-quarter.
  • 1 fund opened new Invesco S&P SmallCap Financials ETF positions in Q2 2025 and 5 closed out, a net change of -4 holders.
  • The largest Invesco S&P SmallCap Financials ETF buyer in Q2 2025 was Harbor Capital Advisors, an estimated $327K added.
  • The largest Invesco S&P SmallCap Financials ETF seller in Q2 2025 was Morgan Stanley, an estimated $882K sold.

Based on aggregated 13F filings for Q2 2025.