INVESCO S&P SMALLCAP INDUSTR (PSCI) Institutional Ownership Changes & 13F Activity
INVESCO S&P SMALLCAP INDUSTR (PSCI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Modern Wealth Management, Llc, Bank Of America Corp, Citadel Advisors Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +6,215 | — | 6,215 | $1.16M | Q2 2026 | Sep 02, 2026 |
| Copia Wealth Management | Buy | +116 | +55.2% | 326 | $60.66K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +2,694 | — | 2,694 | $501.25K | Q2 2026 | Aug 17, 2026 |
| Modern Wealth Management, Llc | Buy | +19,328 | — | 19,328 | $3.60M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -9,657 | -6.0% | 151,457 | $28.18M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,390 | +6.9% | 21,497 | $4.00M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,336 | +90.1% | 2,818 | $521.33K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +656 | +7.7% | 9,163 | $1.70M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -50 | -2.6% | 1,905 | $354.00K | Q2 2026 | Aug 14, 2026 |
| Lazard Asset Management Llc | Buy | +16 | — | 16 | $2.94K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +12 | +0.1% | 8,760 | $1.63M | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +11 | — | 11 | $1.06M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +4,048 | +28.4% | 18,279 | $3.40M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -3,000 | -5.7% | 49,869 | $9.28M | Q2 2026 | Aug 13, 2026 |
| Kayne Anderson Rudnick Investment Management Llc | Buy | +563 | — | 563 | $104.67K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -66 | -23.5% | 215 | $40.07K | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +11 | — | 11 | $1.99K | Q2 2026 | Aug 13, 2026 |
| Barometer Capital Management Inc. | Buy | +3,200 | — | 3,200 | $595.39K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,959 | — | 1,959 | $361.85K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +1,795 | — | 1,795 | $333.98K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +1,248 | — | 1,248 | $232.20K | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Sell | -34 | -1.7% | 2,000 | $372.12K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -19 | -0.7% | 2,776 | $516.46K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +23,282 | +97.3% | 47,200 | $8.78M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +870 | +15.7% | 6,426 | $1.20M | Q2 2026 | Aug 07, 2026 |
| Private Advisory Group Llc | Buy | +1,096 | — | 1,096 | $203.92K | Q2 2026 | Aug 06, 2026 |
| Parr Mcknight Wealth Management Group, Llc | Buy | +710 | +7.1% | 10,712 | $1.99M | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +1,355 | +30.3% | 5,824 | $1.08M | Q2 2026 | Aug 03, 2026 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma | Buy | +4,000 | — | 4,000 | $744.24K | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +1,481 | +81.9% | 3,290 | $612.00 | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about PSCI activity
Which institutional owners are buying PSCI?
Institutional owners buying PSCI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PSCI activity?
"Buy" means an investor increased their reported position in PSCI compared to the prior reporting period. This reflects growing exposure to INVESCO S&P SMALLCAP INDUSTR (PSCI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PSCI increasing?
Institutional interest in PSCI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.