PSCF Institutional Ownership
Invesco S&P SmallCap Financials ETF
1W: -1.0%
1M: -6.8%
3M: -7.2%
YTD: +6.6%
1Y: +7.6%
3Y: +57.7%
5Y: +19.8%
$61.50
+0.57 (+0.93%)
Weekly Expected Move ±1.6%
$60
$61
$62
$62
$63
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PSCF
23
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
10M
Total Invested
1
New Positions
6
Increased
8
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (27 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, | 42,321 | 3M | +1,989 | +4.9% | 2Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 31,343 | 2M | +8,252 | +35.7% | 7Q | SEC ↗ |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,764 | 847K | +68 | +0.5% | 2Q | SEC ↗ |
| 4 | MORGAN STANLEY | 10,417 | 641K | -1,144 | -9.9% | 33Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC NEW | 9,826 | 604K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Gladstone Institutional Advisory LLC | 9,096 | 559K | -4 | -0.0% | 2Q | SEC ↗ |
| 7 | Atlas Wealth LLC | 9,057 | 557K | — | +0.0% | 8Q | SEC ↗ |
| 8 | HARBOR CAPITAL ADVISORS, INC. | 7,655 | 471K | +504 | +7.0% | 9Q | SEC ↗ |
| 9 | Virtu Financial LLC | 6,378 | 392K | -1,005 | -13.6% | 6Q | SEC ↗ |
| 10 | LPL Financial LLC | 4,557 | 280K | -128 | -2.7% | 33Q | SEC ↗ |
| 11 | JONES FINANCIAL COMPANIES LLLP | 2,522 | 155K | +29 | +1.2% | 9Q | SEC ↗ |
| 12 | Founders Financial Alliance, LLC | 566 | 35K | — | +0.0% | 2Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 380 | 23K | — | +0.0% | 26Q | SEC ↗ |
| 14 | Steward Partners Investment Advisory, | 366 | 23K | — | +0.0% | 29Q | SEC ↗ |
| 15 | MONTAG A & ASSOCIATES INC | 227 | 14K | — | +0.0% | 23Q | SEC ↗ |
| 16 | AdvisorNet Financial, Inc | 200 | 12K | — | +0.0% | 20Q | SEC ↗ |
| 17 | Triumph Capital Management | 144 | 9K | — | +0.0% | 4Q | SEC ↗ |
| 18 | Key Financial Inc | 143 | 9K | — | +0.0% | 20Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 39 | 2K | +38 | +3800.0% | 33Q | SEC ↗ |
| 20 | OPTIMA CAPITAL LLC | 0 | 0K | -68 | -100.0% | 1Q | SEC ↗ |
| 21 | Addison Advisors LLC | 0 | 0K | -437 | -100.0% | 20Q | SEC ↗ |
| 22 | Tower Research Capital LLC (TRC) | 0 | 0K | -11,258 | -100.0% | 20Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 0 | 0K | -3,652 | -100.0% | 13Q | SEC ↗ |
| 24 | UBS Group AG | 0 | 0K | -16 | -100.0% | 32Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC | 0 | 0K | -10,605 | -100.0% | 2Q | SEC ↗ |
| 26 | HOHIMER WEALTH MANAGEMENT, LLC | 0 | 0K | -11,487 | -100.0% | 1Q | SEC ↗ |
| 27 | CWM, LLC | 0 | 0K | -174 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 9,826 | 604K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HOHIMER WEALTH MANAGEMENT, LLC | 11,487 | 706K |
| Tower Research Capital LLC (TRC) | 11,258 | 692K |
| CITADEL ADVISORS LLC | 10,605 | 652K |
| BANK OF AMERICA CORP /DE | 3,652 | 225K |
| Addison Advisors LLC | 437 | 27K |
| CWM, LLC | 174 | 11K |
| OPTIMA CAPITAL LLC | 68 | 4K |
| UBS Group AG | 16 | 1K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +8,252 | +35.7% | 31,343 |
| PARR MCKNIGHT WEALTH MANAGEMENT GRO | +1,989 | +4.9% | 42,321 |
| HARBOR CAPITAL ADVISORS, INC. | +504 | +7.0% | 7,655 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +68 | +0.5% | 13,764 |
| WELLS FARGO & COMPANY/MN | +38 | +3800.0% | 39 |
| JONES FINANCIAL COMPANIES LLLP | +29 | +1.2% | 2,522 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -1,144 | -9.9% | 10,417 |
| Virtu Financial LLC | -1,005 | -13.6% | 6,378 |
| LPL Financial LLC | -128 | -2.7% | 4,557 |
| Gladstone Institutional Advisory LL | -4 | -0.0% | 9,096 |