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PSCT Institutional Ownership

Invesco S&P SmallCap Information Technology ETF
1W: +4.0% 1M: +10.1% 3M: -1.0% YTD: +45.0% 1Y: +56.5% 3Y: +94.5% 5Y: +73.4%
$83.94
+1.88 (+2.29%)
 
Weekly Expected Move ±2.9%
$79 $81 $84 $86 $89
ETF NASDAQ · AUM $440.4M

Institutional Ownership — PSCT

135
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
222M
Total Invested
33
New Positions
26
Increased
43
Reduced
12
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (145 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 287,301 24M +41,510 +16.9% 33Q SEC ↗
2 BANK OF AMERICA CORP /DE 280,245 24M +19,174 +7.3% 15Q SEC ↗
3 LPL Financial LLC 137,157 12M +33,394 +32.2% 33Q SEC ↗
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 131,429 11M +19,779 +17.7% 26Q SEC ↗
5 Cetera Investment Advisers 125,322 11M +1,107 +0.9% 6Q SEC ↗
6 GOLDMAN SACHS GROUP INC 120,380 10M -476 -0.4% 15Q SEC ↗
7 Texas Yale Capital Corp. 97,110 8M +650 +0.7% 32Q SEC ↗
8 WELLS FARGO & COMPANY/MN 90,446 8M -785 -0.9% 33Q SEC ↗
9 Narus Financial Partners, LLC 60,542 5M -1,318 -2.1% 12Q SEC ↗
10 K.J. Harrison & Partners Inc NEW 60,000 5M — +0.0% 1Q SEC ↗
11 UBS Group AG 53,566 4M -3,097 -5.5% 33Q SEC ↗
12 Cordoba Advisory Partners LLC 51,743 4M -3,097 -5.6% 3Q SEC ↗
13 AMERIPRISE FINANCIAL INC 47,435 4M -15,350 -24.4% 16Q SEC ↗
14 SYON CAPITAL LLC NEW 45,165 4M — +0.0% 1Q SEC ↗
15 RAYMOND JAMES FINANCIAL INC 40,328 3M -1,578 -3.8% 7Q SEC ↗
16 TWO SIGMA INVESTMENTS, LP NEW 27,900 2M — +0.0% 1Q SEC ↗
17 LFG Wealth Partners, LLC 27,527 2M -532 -1.9% 3Q SEC ↗
18 HARBOUR INVESTMENT MANAGEMENT LLC 27,020 2M -2,509 -8.5% 16Q SEC ↗
19 SPINNAKER TRUST 25,300 2M — +0.0% 33Q SEC ↗
20 ENVESTNET ASSET MANAGEMENT INC 24,684 2M +609 +2.5% 31Q SEC ↗
21 Wealthcare Advisory Partners LLC 24,614 2M -140 -0.6% 16Q SEC ↗
22 ROYAL BANK OF CANADA 22,823 2M -5,929 -20.6% 33Q SEC ↗
23 Cambridge Investment Research Advisors 22,006 2M -19,461 -46.9% 33Q SEC ↗
24 Pacific Sun Financial Corp 21,911 2M -70 -0.3% 13Q SEC ↗
25 Prospera Financial Services Inc NEW 21,633 2M — +0.0% 1Q SEC ↗
26 Mariner, LLC 21,565 2M +44 +0.2% 16Q SEC ↗
27 Columbus Macro, LLC 21,138 2M +69 +0.3% 2Q SEC ↗
28 Baltimore-Washington Financial Advisor 20,569 2M — +0.0% 8Q SEC ↗
29 ICON ADVISERS INC/CO 18,000 2M — +0.0% 5Q SEC ↗
30 STIFEL FINANCIAL CORP 17,986 2M +8,847 +96.8% 33Q SEC ↗
31 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 17,393 1M -5,233 -23.1% 2Q SEC ↗
32 HARBOUR INVESTMENTS, INC. 17,323 1M +10,917 +170.4% 6Q SEC ↗
33 Beacon Pointe Advisors, LLC 17,207 1M +11,752 +215.4% 23Q SEC ↗
34 McGuire Investment Group, LLC 13,899 1M +257 +1.9% 17Q SEC ↗
35 Jaffetilchin Investment Partners, LLC 13,516 1M +3,645 +36.9% 4Q SEC ↗
36 PATRIOT INVESTMENT MANAGEMENT GROUP, I 13,368 1M — +0.0% 22Q SEC ↗
37 Summit Financial, LLC NEW 13,200 1M — +0.0% 1Q SEC ↗
38 Cascade Financial Partners, LLC 12,558 1M -1,600 -11.3% 10Q SEC ↗
39 JBR Co Financial Management Inc 12,423 1M -295 -2.3% 11Q SEC ↗
40 OneDigital Investment Advisors LLC 12,270 1M — +0.0% 26Q SEC ↗
41 Rockefeller Capital Management L.P. 11,440 960K +7,139 +166.0% 4Q SEC ↗
42 Eagle Strategies LLC 11,001 923K -327 -2.9% 7Q SEC ↗
43 Private Advisor Group, LLC 10,627 892K +3,355 +46.1% 3Q SEC ↗
44 First Growth Capital LLC 9,986 838K -52 -0.5% 3Q SEC ↗
45 Apollon Wealth Management, LLC 9,870 828K -1,095 -10.0% 11Q SEC ↗
46 COOKSON PEIRCE & CO INC 9,815 824K +2,312 +30.8% 2Q SEC ↗
47 OSAIC HOLDINGS, INC. 9,476 795K +1,180 +14.2% 26Q SEC ↗
48 LAUREL OAK WEALTH MANAGEMENT, LLC 9,442 793K -783 -7.7% 3Q SEC ↗
49 Somerset Trust Co 9,275 779K -200 -2.1% 33Q SEC ↗
50 Gladstone Institutional Advisory LLC 9,107 764K +314 +3.6% 9Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +41,510 +16.9% 287,301
LPL Financial LLC +33,394 +32.2% 137,157
NORTHWESTERN MUTUAL WEALTH MANAGEME +19,779 +17.7% 131,429
BANK OF AMERICA CORP /DE +19,174 +7.3% 280,245
Beacon Pointe Advisors, LLC +11,752 +215.4% 17,207
HARBOUR INVESTMENTS, INC. +10,917 +170.4% 17,323
STIFEL FINANCIAL CORP +8,847 +96.8% 17,986
Rockefeller Capital Management L.P. +7,139 +166.0% 11,440
Jaffetilchin Investment Partners, L +3,645 +36.9% 13,516
Private Advisor Group, LLC +3,355 +46.1% 10,627
COOKSON PEIRCE & CO INC +2,312 +30.8% 9,815
OSAIC HOLDINGS, INC. +1,180 +14.2% 9,476
Cetera Investment Advisers +1,107 +0.9% 125,322
Fulcrum Equity Management +1,098 +30.4% 4,706
CARLSON FINANCIAL, INC. +958 +25.8% 4,673
FMR LLC +856 +14.8% 6,648
Texas Yale Capital Corp. +650 +0.7% 97,110
JONES FINANCIAL COMPANIES LLLP +625 +16.3% 4,452
ENVESTNET ASSET MANAGEMENT INC +609 +2.5% 24,684
Gladstone Institutional Advisory LL +314 +3.6% 9,107
Biggest Decreases (20)
HolderReducedChange %Total Shares
Cambridge Investment Research Advis -19,461 -46.9% 22,006
AMERIPRISE FINANCIAL INC -15,350 -24.4% 47,435
ROYAL BANK OF CANADA -5,929 -20.6% 22,823
PARR MCKNIGHT WEALTH MANAGEMENT GRO -5,233 -23.1% 17,393
UBS Group AG -3,097 -5.5% 53,566
Cordoba Advisory Partners LLC -3,097 -5.6% 51,743
Creative Planning -2,807 -29.7% 6,653
SUSQUEHANNA INTERNATIONAL GROUP, LL -2,592 -26.6% 7,140
HARBOUR INVESTMENT MANAGEMENT LLC -2,509 -8.5% 27,020
Cascade Financial Partners, LLC -1,600 -11.3% 12,558
RAYMOND JAMES FINANCIAL INC -1,578 -3.8% 40,328
Narus Financial Partners, LLC -1,318 -2.1% 60,542
Apollon Wealth Management, LLC -1,095 -10.0% 9,870
Steward Partners Investment Advisor -967 -16.2% 5,005
WELLS FARGO & COMPANY/MN -785 -0.9% 90,446
LAUREL OAK WEALTH MANAGEMENT, LLC -783 -7.7% 9,442
Arkadios Wealth Advisors -695 -16.1% 3,624
Wealthcare Capital Partners, LLC -695 -16.1% 3,624
Tower Research Capital LLC (TRC) -547 -22.4% 1,892
LFG Wealth Partners, LLC -532 -1.9% 27,527

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