Invesco S&P SmallCap Energy ETF (PSCE) Institutional Ownership

$55.13
+0.60 (+1.10%)
(As of 05/17/2024 08:54 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Energy ETF (NASDAQ:PSCE)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$454.82M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$58.41M
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PSCE Institutional Buying and Selling by Quarter

Invesco S&P SmallCap Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Jaffetilchin Investment Partners LLC5,518$308K0.0%N/A0.167%
5/9/2024 JBR Co Financial Management Inc11,133$621K0.5%-21.6%0.257%
5/7/2024 PFG Advisors6,517$364K0.0%N/A0.151%
4/30/2024 Arkadios Wealth Advisors6,080$339K0.0%-33.5%0.140%
4/30/2024Commonwealth Equity Services LLC25,120$1.40M0.0%+5.7%0.580%
2/14/2024 Connectus Wealth LLC10,040$523K0.0%-2.9%0.232%
2/8/2024 Financial Advocates Investment Management8,088$421K0.0%+81.7%0.187%
2/7/2024 Formidable Asset Management LLC11,769$613K0.1%N/A0.272%
2/6/2024 U.S. Capital Wealth Advisors LLC13,817$719K0.0%-44.5%0.320%
2/1/2024 Larson Financial Group LLC902$47K0.0%N/A0.021%
11/13/2023 Gendell Jeffrey L78,869$4.50M0.3%-78.7%1.711%
11/13/2023 LPL Financial LLC67,502$3.85M0.0%-39.3%1.464%
11/13/2023 Kestra Advisory Services LLC26,780$1.53M0.0%-80.3%0.581%
11/9/2023 Blair William & Co. IL19,311$1.10M0.0%N/A0.419%
11/9/2023 UBS Group AG102,298$5.84M0.0%-62.8%2.219%
11/8/2023 Janney Montgomery Scott LLC13,022$743K0.0%N/A0.282%
11/8/2023 Pekin Hardy Strauss Inc.4,360$249K0.0%N/A0.095%
11/1/2023 Wakefield Asset Management LLLP27,325$1.56M0.7%N/A0.599%
10/31/2023 Deuterium Capital Management LLC9,000$513K1.2%-70.0%0.197%
10/30/2023 Sandy Spring Bank7,643$436K0.0%N/A0.168%
10/27/2023 Financial Advocates Investment Management4,451$254K0.0%N/A0.098%
10/23/2023Commonwealth Equity Services LLC25,525$1.46M0.0%-15.5%0.554%
10/20/2023 U.S. Capital Wealth Advisors LLC24,891$1.42M0.1%-75.5%0.540%
10/18/2023 Proficio Capital Partners LLC8,685$495K0.1%N/A0.189%
10/13/2023 Global Retirement Partners LLC838$44K0.0%-80.0%0.018%
10/13/2023 Arkadios Wealth Advisors9,301$531K0.1%-80.1%0.200%
10/13/2023 Insight Wealth Strategies LLC3,577$204K0.0%N/A0.077%
10/12/2023 One Plus One Wealth Management LLC36,003$2.05M1.3%-81.1%0.774%
10/11/2023J2 Capital Management Inc7,157$408K0.5%N/A0.154%
8/11/2023 Gendell Jeffrey L370,348$3.51M0.3%-10.6%8.735%
8/11/2023 Kestra Advisory Services LLC135,618$1.29M0.0%+1.9%3.199%
8/4/2023 U.S. Capital Wealth Advisors LLC101,561$963K0.0%+70.9%2.395%
7/31/2023 LPL Financial LLC111,157$1.05M0.0%-10.6%2.628%
7/31/2023 Moloney Securities Asset Management LLC135,688$1.29M0.2%+0.5%3.208%
7/31/2023 Menora Mivtachim Holdings LTD.9,400,000$89.11M0.8%N/A222.222%
7/28/2023First Republic Investment Management Inc.13,847$131K0.0%-12.1%0.331%
7/27/2023 J.W. Cole Advisors Inc.11,588$110K0.0%+9.6%0.277%
7/25/2023 Raymond James & Associates164,371$1.56M0.0%-19.9%3.932%
7/17/2023 One Plus One Wealth Management LLC190,157$1.80M1.2%+0.2%0.906%
7/13/2023 Cambridge Investment Research Advisors Inc.10,104$96K0.0%-55.1%0.048%
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5/15/2023 Gendell Jeffrey L414,374$3.84M0.4%+13.0%2.094%
5/12/2023 Moloney Securities Asset Management LLC134,986$1.25M0.2%-3.1%0.682%
5/11/2023 U.S. Capital Wealth Advisors LLC59,437$551K0.0%N/A0.300%
5/9/2023 Tower Research Capital LLC TRC 36,678$340K0.0%-46.9%0.185%
5/8/2023 ProVise Management Group LLC34,669$321K0.0%-47.5%0.175%
5/8/2023 Global Retirement Partners LLC4,196$36K0.0%+172.3%0.021%
4/18/2023J2 Capital Management Inc37,071$344K0.5%+13.2%0.187%
4/14/2023 Raymond James Financial Services Advisors Inc.22,212$206K0.0%-18.5%0.113%
4/14/2023 Raymond James & Associates205,130$1.90M0.0%-5.3%1.040%
4/13/2023 One Plus One Wealth Management LLC189,774$1.76M1.2%N/A1.544%
2/10/2023 ProVise Management Group LLC66,031$672K0.1%+79.4%0.495%
2/10/2023 Blair William & Co. IL115,024$1.17M0.0%+0.9%0.862%
2/9/2023 Financial Enhancement Group LLC204,525$2.20M0.4%N/A1.532%
2/8/2023 Raymond James Financial Services Advisors Inc.27,246$277K0.0%+4.1%0.204%
2/8/2023 Raymond James & Associates216,541$2.20M0.0%+39.2%1.622%
2/8/2023 UBS Group AG317,952$3.24M0.0%+76.9%2.382%
2/8/2023 Belpointe Asset Management LLC9,940$101K0.0%-44.4%0.074%
2/8/2023 Orion Portfolio Solutions LLC24,626$251K0.0%-8.4%0.184%
2/8/2023 Advance Capital Management Inc.60,000$611K0.1%N/A0.449%
2/8/2023 Cambridge Investment Research Advisors Inc.26,243$267K0.0%+4.3%0.197%
2/7/2023 Connectus Wealth LLC176,000$1.79M0.0%+3.2%1.318%
2/7/2023 LPL Financial LLC151,428$1.54M0.0%+51.5%1.134%
2/7/2023IFP Advisors Inc54,920$954K0.0%-57.8%0.411%
2/3/2023 Deuterium Capital Management LLC30,000$305K0.8%+200.0%0.225%
2/2/2023 Simplex Trading LLC3,067$31K0.0%-76.4%0.023%
2/1/2023 Gladstone Institutional Advisory LLC56,727$577K0.0%+53.9%0.425%
1/31/2023 Kestra Advisory Services LLC131,561$1.34M0.0%+1.9%0.985%
1/24/2023 Koshinski Asset Management Inc.10,237$104K0.0%N/A0.080%
1/24/2023 RFP Financial Group LLC12,235$125K0.1%N/A0.096%
1/11/2023 Arkadios Wealth Advisors47,668$485K0.1%-7.4%0.371%
1/11/2023 Accurate Wealth Management LLC3,100$31K0.0%N/A0.024%
11/22/2022 IHT Wealth Management LLC64,910$553K0.0%+39.9%0.484%
11/15/2022 Lansing Street Advisors5,056$43K0.0%+62.3%0.038%
11/15/2022 Belpointe Asset Management LLC17,878$153K0.0%-9.4%0.133%
11/10/2022 Gendell Jeffrey L366,761$3.13M0.4%+46.7%2.737%
11/10/2022 Connectus Wealth LLC170,500$1.45M0.0%-1.7%1.272%
11/10/2022Strategic Wealth Advisors Group LLC59,182$504K0.0%N/A0.442%
11/10/2022 Tower Research Capital LLC TRC56,896$485K0.0%-7.9%0.425%
11/9/2022 Orion Portfolio Solutions LLC26,889$229K0.0%-25.8%0.201%
11/4/2022 Simplex Trading LLC13,003$110K0.0%-17.2%0.097%
11/4/2022First Republic Investment Management Inc.151,161$1.29M0.0%N/A1.128%
11/2/2022 Sandy Spring Bank37,170$317K0.0%+17.0%0.277%
11/1/2022 Kestra Advisory Services LLC129,093$1.10M0.0%-3.2%0.963%
10/31/2022 J.W. Cole Advisors Inc.10,519$90K0.0%N/A0.079%
10/25/2022 Raymond James & Associates155,581$1.33M0.0%-56.4%1.195%
10/25/2022 Raymond James Financial Services Advisors Inc.26,165$223K0.0%-26.5%0.201%
10/20/2022 Gladstone Institutional Advisory LLC36,871$314K0.0%+16.7%0.283%
10/18/2022 One Plus One Wealth Management LLC749,818$6.39M5.2%N/A5.759%
10/17/2022J2 Capital Management Inc33,299$284K0.5%N/A0.256%
10/14/2022 Private Advisor Group LLC16,612$141K0.0%-14.6%0.128%
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8/25/2022 SMI Advisory Services LLC375,930$3.27M1.2%N/A2.695%
8/17/2022 Castleview Partners LLC1,812$112K0.0%+5,229.4%0.013%
8/16/2022 Discovery Capital Management LLC CT276,100$2.40M0.3%-45.9%1.979%
8/13/2022Virtu Financial LLC19,704$171K0.0%-27.8%0.141%
8/12/2022 Almanack Investment Partners LLC.36,427$317K0.0%-5.2%0.261%
8/8/2022 ProVise Management Group LLC58,912$513K0.1%+11.2%0.422%
8/8/2022 Connectus Wealth LLC173,500$1.51M0.0%N/A1.244%
8/5/2022 Pekin Hardy Strauss Inc.29,225$254K0.0%-34.8%0.209%
8/4/2022 Steward Partners Investment Advisory LLC15,185$132K0.0%-14.1%0.109%
8/3/2022 Moloney Securities Asset Management LLC139,500$1.21M0.3%-8.5%1.000%
(Data available from 1/1/2016 forward)

PSCE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSCE shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Invesco S&P SmallCap Energy ETF. The most heavily invested institutionals were Menora Mivtachim Holdings LTD. ($89.11M), UBS Group AG ($5.84M), Gendell Jeffrey L ($4.50M), LPL Financial LLC ($3.85M), SMI Advisory Services LLC ($3.27M), Discovery Capital Management LLC CT ($2.40M), and Financial Enhancement Group LLC ($2.20M).Learn more on PSCE's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap Energy ETF stock?

Of the 44 institutional investors that purchased Invesco S&P SmallCap Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Menora Mivtachim Holdings LTD. ($9.40M), One Plus One Wealth Management LLC ($939.98K), SMI Advisory Services LLC ($375.93K), Financial Enhancement Group LLC ($204.53K), Connectus Wealth LLC ($179K), Gendell Jeffrey L ($164.37K), and Advisor Resource Council ($154.86K).

How much institutional buying is happening at Invesco S&P SmallCap Energy ETF?

Institutional investors have bought a total of 12,400,272 shares in the last 24 months. This purchase volume represents approximately $709.73M in transactions.

Which Invesco S&P SmallCap Energy ETF major shareholders have been selling company stock?

Of the 29 institutional investors that sold Invesco S&P SmallCap Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gendell Jeffrey L ($335.51K), Raymond James & Associates ($253.42K), Discovery Capital Management LLC CT ($233.90K), UBS Group AG ($172.87K), One Plus One Wealth Management LLC ($154.15K), Commonwealth Equity Services LLC ($135.25K), and Kestra Advisory Services LLC ($113.13K).

How much institutional selling is happening at Invesco S&P SmallCap Energy ETF?

Institutional investors have sold a total of 1,909,074 shares in the last 24 months. This volume of shares sold represents approximately $135.19M in transactions.


This page (NASDAQ:PSCE) was last updated on 5/20/2024 by MarketBeat.com Staff

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