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PSCC Institutional Ownership

Invesco S&P SmallCap Consumer Staples ETF
1W: -0.2% 1M: -9.6% 3M: -6.8% YTD: +8.5% 1Y: +1.5% 3Y: +0.1% 5Y: +7.9%
$33.43
+0.55 (+1.66%)
 
Weekly Expected Move ±2.0%
$32 $33 $33 $34 $35
ETF NASDAQ · AUM $31.6M

Institutional Ownership — PSCC

42
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
12M
Total Invested
7
New Positions
10
Increased
14
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (48 total)

# Holder Shares Value Change Change % Holding Period Filing
1 IHT Wealth Management, LLC 48,025 $2M -431 -0.9% 8Q SEC ↗
2 LPL Financial LLC 41,141 $1M -7,798 -15.9% 33Q SEC ↗
3 Pacific Sun Financial Corp 40,590 $1M -4,264 -9.5% 13Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC 35,352 $1M +4,065 +13.0% 7Q SEC ↗
5 Cassaday & Co Wealth Management LLC 20,000 $669K — +0.0% 3Q SEC ↗
6 MORGAN STANLEY 18,378 $614K +7,153 +63.7% 33Q SEC ↗
7 BANK OF AMERICA CORP /DE 17,866 $597K +8,832 +97.8% 15Q SEC ↗
8 Betterment LLC 17,397 $582K -11 -0.1% 5Q SEC ↗
9 Winter & Associates, Inc. 13,779 $461K -5,446 -28.3% 3Q SEC ↗
10 Focus Partners Advisor Solutions, LLC 13,779 $461K -5,446 -28.3% 6Q SEC ↗
11 Cetera Investment Advisers 11,758 $393K +3,552 +43.3% 6Q SEC ↗
12 COMPASS FINANCIAL MANAGEMENT LLC NEW 11,299 $378K — +0.0% 1Q SEC ↗
13 INTEGRITY ALLIANCE, LLC. 10,386 $347K +37 +0.4% 4Q SEC ↗
14 Cornerstone Wealth Management, LLC 9,896 $331K -700 -6.6% 6Q SEC ↗
15 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 8,353 $279K +1,275 +18.0% 2Q SEC ↗
16 CreativeOne Wealth, LLC 7,560 $253K — +0.0% 8Q SEC ↗
17 Cambridge Investment Research Advisors 7,036 $235K -1,038 -12.9% 33Q SEC ↗
18 TWO SIGMA INVESTMENTS, LP NEW 6,800 $227K — +0.0% 1Q SEC ↗
19 ENVESTNET ASSET MANAGEMENT INC NEW 6,055 $202K — +0.0% 1Q SEC ↗
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 5,924 $198K — +0.0% 1Q SEC ↗
21 Steward Partners Investment Advisory, 3,194 $107K +55 +1.8% 6Q SEC ↗
22 BANK OF MONTREAL /CAN 2,170 $73K — +0.0% 27Q SEC ↗
23 Geneos Wealth Management Inc. 1,800 $60K — +0.0% 33Q SEC ↗
24 OSAIC HOLDINGS, INC. 1,294 $43K -29 -2.2% 26Q SEC ↗
25 Global Retirement Partners, LLC NEW 1,248 $42K — +0.0% 1Q SEC ↗
26 Founders Financial Alliance, LLC 1,200 $40K — +0.0% 2Q SEC ↗
27 PNC Financial Services Group, Inc. 1,076 $36K +2 +0.2% 15Q SEC ↗
28 Institute for Wealth Management, LLC. NEW 1,050 $35K — +0.0% 1Q SEC ↗
29 US BANCORP \DE 900 $30K — +0.0% 33Q SEC ↗
30 ROYAL BANK OF CANADA 708 $24K — +0.0% 33Q SEC ↗
31 Basepoint Wealth LLC NEW 700 $23K — +0.0% 1Q SEC ↗
32 UBS Group AG 521 $17K +47 +9.9% 33Q SEC ↗
33 NewEdge Advisors, LLC 400 $13K +170 +73.9% 13Q SEC ↗
34 Russell Investments Group, Ltd. 97 $3K -69 -41.6% 4Q SEC ↗
35 Wagner Wealth Management, LLC 59 $2K — +0.0% 9Q SEC ↗
36 Key Financial Inc 36 $1K — +0.0% 20Q SEC ↗
37 Founders Capital Management 16 $1K — +0.0% 14Q SEC ↗
38 WELLS FARGO & COMPANY/MN 1 $0K — +0.0% 33Q SEC ↗
39 EXCHANGE TRADED CONCEPTS, LLC 0 $0K -52 -100.0% 3Q SEC ↗
40 Summit Financial Consulting LLC 0 $0K -11,535 -100.0% 4Q SEC ↗
41 Tower Research Capital LLC (TRC) 0 $0K -1,529 -100.0% 11Q SEC ↗
42 Kestra Advisory Services, LLC 0 $0K -3,261 -100.0% 1Q SEC ↗
43 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0 $0K -210 -100.0% 5Q SEC ↗
44 HOHIMER WEALTH MANAGEMENT, LLC 0 $0K -7,726 -100.0% 1Q SEC ↗
45 CITADEL ADVISORS LLC 0 $0K -14,391 -100.0% 1Q SEC ↗
46 FLAGSHIP HARBOR ADVISORS, LLC 0 $0K -281 -100.0% 1Q SEC ↗
47 COMMONWEALTH EQUITY SERVICES, LLC 0 $0K -8,944 -100.0% 21Q SEC ↗
48 Wilmington Savings Fund Society, FSB 0 $0K -3,321 -100.0% 7Q SEC ↗
Biggest Increases (10)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +8,832 +97.8% 17,866
MORGAN STANLEY +7,153 +63.7% 18,378
RAYMOND JAMES FINANCIAL INC +4,065 +13.0% 35,352
Cetera Investment Advisers +3,552 +43.3% 11,758
PARR MCKNIGHT WEALTH MANAGEMENT GRO +1,275 +18.0% 8,353
NewEdge Advisors, LLC +170 +73.9% 400
Steward Partners Investment Advisor +55 +1.8% 3,194
UBS Group AG +47 +9.9% 521
INTEGRITY ALLIANCE, LLC. +37 +0.4% 10,386
PNC Financial Services Group, Inc. +2 +0.2% 1,076
Biggest Decreases (10)
HolderReducedChange %Total Shares
LPL Financial LLC -7,798 -15.9% 41,141
Focus Partners Advisor Solutions, L -5,446 -28.3% 13,779
Winter & Associates, Inc. -5,446 -28.3% 13,779
Pacific Sun Financial Corp -4,264 -9.5% 40,590
Cambridge Investment Research Advis -1,038 -12.9% 7,036
Cornerstone Wealth Management, LLC -700 -6.6% 9,896
IHT Wealth Management, LLC -431 -0.9% 48,025
Russell Investments Group, Ltd. -69 -41.6% 97
OSAIC HOLDINGS, INC. -29 -2.2% 1,294
Betterment LLC -11 -0.1% 17,397

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms