PSCE Institutional Ownership
Invesco S&P SmallCap Energy ETF
1W: +1.1%
1M: -8.2%
3M: +10.9%
YTD: +34.3%
1Y: +36.7%
3Y: +5.2%
5Y: +79.2%
$59.10
+0.31 (+0.53%)
Weekly Expected Move ±3.1%
$55
$57
$59
$61
$63
Overview
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Holdings
Changes
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Analysis
Peers
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Dark Pool
Short Interest
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Institutional Ownership — PSCE
60
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
26M
Total Invested
11
New Positions
20
Increased
20
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (63 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GENDELL JEFFREY L | 68,469 | $4M | — | +0.0% | 13Q | SEC ↗ |
| 2 | LPL Financial LLC | 52,716 | $3M | +2,251 | +4.5% | 12Q | SEC ↗ |
| 3 | MORGAN STANLEY | 40,421 | $2M | +685 | +1.7% | 12Q | SEC ↗ |
| 4 | TWO SIGMA INVESTMENTS, LP NEW | 40,220 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 33,350 | $2M | +4,054 | +13.8% | 2Q | SEC ↗ |
| 6 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 32,410 | $2M | — | +0.0% | 12Q | SEC ↗ |
| 7 | HARBOR CAPITAL ADVISORS, INC. | 23,616 | $1M | +5,225 | +28.4% | 8Q | SEC ↗ |
| 8 | Tower Research Capital LLC (TRC) NEW | 19,478 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Kestra Advisory Services, LLC | 14,178 | $838K | -2,000 | -12.4% | 12Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 11,676 | $690K | -4,475 | -27.7% | 2Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 11,150 | $659K | +1,752 | +18.6% | 2Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,046 | $653K | -3,100 | -21.9% | 2Q | SEC ↗ |
| 13 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, | 10,897 | $644K | +3,397 | +45.3% | 2Q | SEC ↗ |
| 14 | First Growth Capital LLC | 9,166 | $542K | -205 | -2.2% | 3Q | SEC ↗ |
| 15 | UBS Group AG | 9,110 | $538K | -16,973 | -65.1% | 12Q | SEC ↗ |
| 16 | Walkner Condon Financial Advisors LLC | 5,972 | $353K | +176 | +3.0% | 4Q | SEC ↗ |
| 17 | STIFEL FINANCIAL CORP | 5,259 | $311K | +320 | +6.5% | 2Q | SEC ↗ |
| 18 | BLAIR WILLIAM & CO/IL | 5,238 | $310K | -4,100 | -43.9% | 12Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 5,171 | $306K | +453 | +9.6% | 12Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 5,112 | $302K | +305 | +6.3% | 3Q | SEC ↗ |
| 21 | Cresset Asset Management, LLC | 4,900 | $290K | — | +0.0% | 3Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 4,889 | $289K | +271 | +5.9% | 7Q | SEC ↗ |
| 23 | SIMPLEX TRADING, LLC | 4,842 | $286K | +2,233 | +85.6% | 2Q | SEC ↗ |
| 24 | PKS Advisory Services, LLC NEW | 4,610 | $272K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Arkadios Wealth Advisors | 4,488 | $265K | +27 | +0.6% | 6Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC | 4,274 | $253K | +612 | +16.7% | 4Q | SEC ↗ |
| 27 | CARLSON FINANCIAL, INC. | 4,237 | $250K | -334 | -7.3% | 2Q | SEC ↗ |
| 28 | Quad-Cities Investment Group, LLC | 4,077 | $241K | +29 | +0.7% | 2Q | SEC ↗ |
| 29 | RPS ADVISORY SOLUTIONS LLC | 3,961 | $234K | +54 | +1.4% | 2Q | SEC ↗ |
| 30 | Atlantic Union Bankshares Corp | 3,882 | $229K | +29 | +0.8% | 5Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA NEW | 2,632 | $156K | — | +0.0% | 1Q | SEC ↗ |
| 32 | UMB Bank, n.a. NEW | 1,000 | $59K | — | +0.0% | 1Q | SEC ↗ |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 766 | $45K | +94 | +14.0% | 6Q | SEC ↗ |
| 34 | Copia Wealth Management | 646 | $38K | +26 | +4.2% | 7Q | SEC ↗ |
| 35 | JONES FINANCIAL COMPANIES LLLP NEW | 334 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 36 | IFP Advisors, Inc | 300 | $18K | — | +0.0% | 8Q | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 186 | $11K | +1 | +0.5% | 4Q | SEC ↗ |
| 38 | LANARK FINANCIAL, INC. NEW | 164 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 39 | MTM Investment Management, LLC | 120 | $7K | — | +0.0% | 5Q | SEC ↗ |
| 40 | HOWE & RUSLING INC NEW | 100 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Geneos Wealth Management Inc. | 100 | $6K | — | +0.0% | 5Q | SEC ↗ |
| 42 | Glen Eagle Advisors, LLC NEW | 49 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Global Retirement Partners, LLC NEW | 41 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Steward Partners Investment Advisory, | 27 | $2K | -1,437 | -98.2% | 2Q | SEC ↗ |
| 45 | NewEdge Advisors, LLC NEW | 12 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Activest Wealth Management | 4 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 47 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 48 | IHT Wealth Management, LLC | 0 | $0K | -7,555 | -100.0% | 3Q | SEC ↗ |
| 49 | CITIGROUP INC | 0 | $0K | -1 | -100.0% | 1Q | SEC ↗ |
| 50 | Deuterium Capital Management, LLC | 0 | $0K | -9,000 | -100.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 40,220 | $2M |
| Tower Research Capital LLC (TRC) | 19,478 | $1M |
| PKS Advisory Services, LLC | 4,610 | $272K |
| ROYAL BANK OF CANADA | 2,632 | $156K |
| UMB Bank, n.a. | 1,000 | $59K |
| JONES FINANCIAL COMPANIES LLLP | 334 | $20K |
| LANARK FINANCIAL, INC. | 164 | $10K |
| HOWE & RUSLING INC | 100 | $6K |
| Glen Eagle Advisors, LLC | 49 | $3K |
| Global Retirement Partners, LLC | 41 | $2K |
| NewEdge Advisors, LLC | 12 | $1K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cambridge Investment Research Advis | 36,412 | $2M |
| HOHIMER WEALTH MANAGEMENT, LLC | 9,518 | $563K |
| Deuterium Capital Management, LLC | 9,000 | $532K |
| IHT Wealth Management, LLC | 7,555 | $447K |
| Quadrature Capital Ltd | 7,163 | $423K |
| BANK OF AMERICA CORP /DE | 6,967 | $412K |
| Gladstone Institutional Advisory LL | 3,556 | $210K |
| Global View Capital Management LLC | 3,304 | $195K |
| WEXFORD CAPITAL LP | 772 | $46K |
| MAI Capital Management | 385 | $23K |
| Pacific Center for Financial Servic | 152 | $9K |
| Evergreen Advisors, LLC | 121 | $7K |
| Centerpoint Advisors, LLC | 100 | $6K |
| Qube Research & Technologies Ltd | 100 | $6K |
| CITIGROUP INC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HARBOR CAPITAL ADVISORS, INC. | +5,225 | +28.4% | 23,616 |
| GOLDMAN SACHS GROUP INC | +4,054 | +13.8% | 33,350 |
| PARR MCKNIGHT WEALTH MANAGEMENT GRO | +3,397 | +45.3% | 10,897 |
| LPL Financial LLC | +2,251 | +4.5% | 52,716 |
| SIMPLEX TRADING, LLC | +2,233 | +85.6% | 4,842 |
| JANE STREET GROUP, LLC | +1,752 | +18.6% | 11,150 |
| MORGAN STANLEY | +685 | +1.7% | 40,421 |
| Farther Finance Advisors, LLC | +612 | +16.7% | 4,274 |
| OSAIC HOLDINGS, INC. | +453 | +9.6% | 5,171 |
| STIFEL FINANCIAL CORP | +320 | +6.5% | 5,259 |
| Cetera Investment Advisers | +305 | +6.3% | 5,112 |
| RAYMOND JAMES FINANCIAL INC | +271 | +5.9% | 4,889 |
| Walkner Condon Financial Advisors L | +176 | +3.0% | 5,972 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +94 | +14.0% | 766 |
| RPS ADVISORY SOLUTIONS LLC | +54 | +1.4% | 3,961 |
| Atlantic Union Bankshares Corp | +29 | +0.8% | 3,882 |
| Quad-Cities Investment Group, LLC | +29 | +0.7% | 4,077 |
| Arkadios Wealth Advisors | +27 | +0.6% | 4,488 |
| Copia Wealth Management | +26 | +4.2% | 646 |
| Rockefeller Capital Management L.P. | +1 | +0.5% | 186 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -16,973 | -65.1% | 9,110 |
| CITADEL ADVISORS LLC | -4,475 | -27.7% | 11,676 |
| BLAIR WILLIAM & CO/IL | -4,100 | -43.9% | 5,238 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -3,100 | -21.9% | 11,046 |
| Kestra Advisory Services, LLC | -2,000 | -12.4% | 14,178 |
| Steward Partners Investment Advisor | -1,437 | -98.2% | 27 |
| CARLSON FINANCIAL, INC. | -334 | -7.3% | 4,237 |
| First Growth Capital LLC | -205 | -2.2% | 9,166 |