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Invesco S&P SmallCap Financials ETF

22 hedge funds and large institutions have $6.13M invested in Invesco S&P SmallCap Financials ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $5.77M → $6.13M (+$355K)

5% more funds holding

Funds holding: 2122 (+1)

0.84% more ownership

Funds ownership: 30.5%31.34% (+0.84%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Harbor Capital Advisors
Illinois
$1.89M +$87.5K +1,545 +5%
HWM
2
Hohimer Wealth Management
Washington
$661K +$651K +11,487 New
Morgan Stanley
3
Morgan Stanley
New York
$643K +$90.8K +1,604 +17%
AW
4
Atlas Wealth
Ohio
$521K
Citadel Advisors
5
Citadel Advisors
Florida
$473K +$465K +8,217 New
VF
6
Virtu Financial
New York
$415K +$17.3K +306 +4%
LPL Financial
7
LPL Financial
California
$315K +$17.3K +306 +6%
Raymond James Financial
8
Raymond James Financial
Florida
$290K +$19.8K +350 +7%
TRCT
9
Tower Research Capital (TRC)
New York
$287K -$320K -5,642 -53%
Bank of America
10
Bank of America
North Carolina
$210K -$11.2K -197 -5%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$118K -$16.7K -294 -13%
Wells Fargo
12
Wells Fargo
California
$111K -$198K -3,489 -64%
Osaic Holdings
13
Osaic Holdings
Arizona
$91K -$6.46K -114 -7%
AA
14
Addison Advisors
Vermont
$25.1K
SPIA
15
Steward Partners Investment Advisory
New York
$21K
MA
16
Montag & Associates
Georgia
$13.1K
AF
17
Advisornet Financial
Minnesota
$11.5K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.86K +174 New
TCM
19
Triumph Capital Management
Colorado
$8.28K +$8.16K +144 New
KFI
20
Key Financial Inc
Pennsylvania
$8.22K
OC
21
Optima Capital
Oregon
$3.9K +$3.85K +68 New
UBS Group
22
UBS Group
Switzerland
$3.45K -$59.9K -1,058 -95%
Goldman Sachs
23
Goldman Sachs
New York
-$370K -6,453 Closed
FFA
24
Founders Financial Alliance
North Carolina
-$32.5K -566 Closed
WANY
25
Wealthspire Advisors (New York)
New York
-$27.3K -476 Closed

PSCF Hedge Fund Activity: Q4 2025 in Review

22 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Financials ETF (PSCF) for Q4 2025, worth a combined $6.13M — up 6.1% from $5.77M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSCF positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Hohimer Wealth Management, opening a new position worth an estimated $651K. The largest seller was Goldman Sachs, exiting entirely with an estimated $370K sold.

  • 22 institutional investors held Invesco S&P SmallCap Financials ETF (PSCF) as of Q4 2025, up from 21 in Q3 2025.
  • Funds reported $6.13M of Invesco S&P SmallCap Financials ETF stock for Q4 2025, up 6.1% quarter-over-quarter.
  • 5 funds opened new Invesco S&P SmallCap Financials ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap Financials ETF buyer in Q4 2025 was Hohimer Wealth Management, an estimated $651K added.
  • The largest Invesco S&P SmallCap Financials ETF seller in Q4 2025 was Goldman Sachs, an estimated $370K sold.

Based on aggregated 13F filings for Q4 2025.