PSCI Institutional Ownership
Invesco S&P SmallCap Industrials ETF
1W: +0.3%
1M: -2.7%
3M: -10.3%
YTD: +7.5%
1Y: +9.6%
3Y: +66.6%
5Y: +83.3%
$163.95
+2.59 (+1.61%)
Weekly Expected Move ±2.1%
$157
$160
$164
$167
$171
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PSCI
72
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
93M
Total Invested
17
New Positions
17
Increased
20
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (78 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 151,457 | $25M | -9,657 | -6.0% | 15Q | SEC ↗ |
| 2 | UBS Group AG | 49,869 | $8M | -3,000 | -5.7% | 33Q | SEC ↗ |
| 3 | LPL Financial LLC | 47,200 | $8M | +23,282 | +97.3% | 22Q | SEC ↗ |
| 4 | TOP Private Wealth LLC. NEW | 29,935 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 5 | SALEM INVESTMENT COUNSELORS INC | 24,793 | $4M | — | +0.0% | 15Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 21,497 | $4M | +1,390 | +6.9% | 14Q | SEC ↗ |
| 7 | Private Advisor Group, LLC | 20,233 | $3M | +14,256 | +238.5% | 12Q | SEC ↗ |
| 8 | Modern Wealth Management, LLC NEW | 19,328 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 9 | MORGAN STANLEY | 18,279 | $3M | +4,048 | +28.4% | 33Q | SEC ↗ |
| 10 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, | 10,712 | $2M | +710 | +7.1% | 2Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 9,163 | $2M | +656 | +7.7% | 33Q | SEC ↗ |
| 12 | Independent Wealth Advisors LLC | 9,120 | $1M | +67 | +0.7% | 3Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 8,760 | $1M | +12 | +0.1% | 7Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 6,426 | $1M | +870 | +15.7% | 11Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC NEW | 6,215 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 5,824 | $955K | +1,355 | +30.3% | 4Q | SEC ↗ |
| 17 | Prospera Financial Services Inc NEW | 5,482 | $899K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Independent Wealth Network Inc. | 4,401 | $722K | -998 | -18.5% | 2Q | SEC ↗ |
| 19 | LORING WOLCOTT & COOLIDGE FIDUCIARY AD NEW | 4,000 | $656K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 3,290 | $539K | +1,481 | +81.9% | 2Q | SEC ↗ |
| 21 | BAROMETER CAPITAL MANAGEMENT INC. NEW | 3,200 | $525K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Gladstone Institutional Advisory LLC | 2,833 | $464K | +233 | +9.0% | 2Q | SEC ↗ |
| 23 | JONES FINANCIAL COMPANIES LLLP | 2,818 | $462K | +1,336 | +90.1% | 8Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 2,776 | $455K | -19 | -0.7% | 6Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 2,749 | $451K | — | +0.0% | 4Q | SEC ↗ |
| 26 | Equitable Holdings, Inc. NEW | 2,694 | $442K | — | +0.0% | 1Q | SEC ↗ |
| 27 | CARLSON FINANCIAL, INC. | 2,412 | $395K | +2 | +0.1% | 3Q | SEC ↗ |
| 28 | Global Retirement Partners, LLC NEW | 2,250 | $369K | — | +0.0% | 1Q | SEC ↗ |
| 29 | HighTower Advisors, LLC | 2,054 | $337K | — | +0.0% | 9Q | SEC ↗ |
| 30 | US BANCORP \DE | 2,000 | $328K | -34 | -1.7% | 33Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 1,959 | $321K | +38 | +2.0% | 9Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 1,905 | $312K | -50 | -2.6% | 33Q | SEC ↗ |
| 33 | Koshinski Asset Management, Inc. | 1,858 | $305K | -200 | -9.7% | 8Q | SEC ↗ |
| 34 | BANK OF MONTREAL /CAN NEW | 1,795 | $294K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Novak & Powell Financial Services, Inc | 1,467 | $241K | — | +0.0% | 4Q | SEC ↗ |
| 36 | CX Institutional | 1,261 | $207K | +1 | +0.1% | 4Q | SEC ↗ |
| 37 | Baird Financial Group, Inc. NEW | 1,248 | $205K | — | +0.0% | 1Q | SEC ↗ |
| 38 | SONATA CAPITAL GROUP INC NEW | 1,166 | $191K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Private Advisory Group LLC NEW | 1,096 | $180K | — | +0.0% | 1Q | SEC ↗ |
| 40 | PRIVATE TRUST CO NA | 1,057 | $173K | — | +0.0% | 12Q | SEC ↗ |
| 41 | HARBOUR INVESTMENTS, INC. | 972 | $159K | — | +0.0% | 13Q | SEC ↗ |
| 42 | VALLEY NATIONAL ADVISERS INC | 880 | $144K | — | +0.0% | 11Q | SEC ↗ |
| 43 | KAYNE ANDERSON RUDNICK INVESTMENT MANA NEW | 563 | $92K | — | +0.0% | 1Q | SEC ↗ |
| 44 | MERCER GLOBAL ADVISORS INC /ADV NEW | 442 | $72K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Copia Wealth Management | 326 | $53K | +116 | +55.2% | 7Q | SEC ↗ |
| 46 | FMR LLC | 215 | $35K | -66 | -23.5% | 18Q | SEC ↗ |
| 47 | Steward Partners Investment Advisory, | 128 | $21K | — | +0.0% | 29Q | SEC ↗ |
| 48 | Harbor Asset Planning, Inc. | 108 | $18K | — | +0.0% | 5Q | SEC ↗ |
| 49 | Key Financial Inc | 106 | $17K | — | +0.0% | 23Q | SEC ↗ |
| 50 | GAMMA Investing LLC | 98 | $16K | — | +0.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| TOP Private Wealth LLC. | 29,935 | $5M |
| Modern Wealth Management, LLC | 19,328 | $3M |
| CITADEL ADVISORS LLC | 6,215 | $1M |
| Prospera Financial Services Inc | 5,482 | $899K |
| LORING WOLCOTT & COOLIDGE FIDUCIARY | 4,000 | $656K |
| BAROMETER CAPITAL MANAGEMENT INC. | 3,200 | $525K |
| Equitable Holdings, Inc. | 2,694 | $442K |
| Global Retirement Partners, LLC | 2,250 | $369K |
| BANK OF MONTREAL /CAN | 1,795 | $294K |
| Baird Financial Group, Inc. | 1,248 | $205K |
| SONATA CAPITAL GROUP INC | 1,166 | $191K |
| Private Advisory Group LLC | 1,096 | $180K |
| KAYNE ANDERSON RUDNICK INVESTMENT M | 563 | $92K |
| MERCER GLOBAL ADVISORS INC /ADV | 442 | $72K |
| LAZARD ASSET MANAGEMENT LLC | 16 | $3K |
| Coppell Advisory Solutions LLC | 11 | $2K |
| Allspring Global Investments Holdin | 11 | $2K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Stratos Wealth Partners, LTD. | 45,363 | $7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 16,529 | $3M |
| Mariner, LLC | 14,448 | $2M |
| BNP PARIBAS FINANCIAL MARKETS | 10,000 | $2M |
| HOHIMER WEALTH MANAGEMENT, LLC | 7,314 | $1M |
| Tower Research Capital LLC (TRC) | 7,062 | $1M |
| FLOW TRADERS U.S. LLC | 6,792 | $1M |
| Virtu Financial LLC | 6,729 | $1M |
| JANE STREET GROUP, LLC | 2,496 | $409K |
| TWO SIGMA INVESTMENTS, LP | 1,452 | $238K |
| Farther Finance Advisors, LLC | 700 | $115K |
| Kestra Advisory Services, LLC | 140 | $23K |
| Advisory Services Network, LLC | 90 | $15K |
| MAI Capital Management | 86 | $14K |
| Western Wealth Management, LLC | 64 | $10K |
| Federation des caisses Desjardins d | 40 | $7K |
| AlphaCore Capital LLC | 25 | $4K |
| FLAGSHIP HARBOR ADVISORS, LLC | 8 | $1K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +23,282 | +97.3% | 47,200 |
| Private Advisor Group, LLC | +14,256 | +238.5% | 20,233 |
| MORGAN STANLEY | +4,048 | +28.4% | 18,279 |
| Cambridge Investment Research Advis | +1,481 | +81.9% | 3,290 |
| OSAIC HOLDINGS, INC. | +1,390 | +6.9% | 21,497 |
| ENVESTNET ASSET MANAGEMENT INC | +1,355 | +30.3% | 5,824 |
| JONES FINANCIAL COMPANIES LLLP | +1,336 | +90.1% | 2,818 |
| MML INVESTORS SERVICES, LLC | +870 | +15.7% | 6,426 |
| PARR MCKNIGHT WEALTH MANAGEMENT GRO | +710 | +7.1% | 10,712 |
| WELLS FARGO & COMPANY/MN | +656 | +7.7% | 9,163 |
| Gladstone Institutional Advisory LL | +233 | +9.0% | 2,833 |
| Copia Wealth Management | +116 | +55.2% | 326 |
| Independent Wealth Advisors LLC | +67 | +0.7% | 9,120 |
| JPMORGAN CHASE & CO | +38 | +2.0% | 1,959 |
| RAYMOND JAMES FINANCIAL INC | +12 | +0.1% | 8,760 |
| CARLSON FINANCIAL, INC. | +2 | +0.1% | 2,412 |
| CX Institutional | +1 | +0.1% | 1,261 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -9,657 | -6.0% | 151,457 |
| UBS Group AG | -3,000 | -5.7% | 49,869 |
| Independent Wealth Network Inc. | -998 | -18.5% | 4,401 |
| Koshinski Asset Management, Inc. | -200 | -9.7% | 1,858 |
| FMR LLC | -66 | -23.5% | 215 |
| ROYAL BANK OF CANADA | -50 | -2.6% | 1,905 |
| US BANCORP \DE | -34 | -1.7% | 2,000 |
| Cetera Investment Advisers | -19 | -0.7% | 2,776 |