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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+6,2156,215$1.16MQ2 2026Sep 02, 2026
Copia Wealth ManagementBuy+116+55.2%326$60.66KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+2,6942,694$501.25KQ2 2026Aug 17, 2026
Modern Wealth Management, LlcBuy+19,32819,328$3.60MQ2 2026Aug 14, 2026
Bank Of America CorpSell-9,657-6.0%151,457$28.18MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,390+6.9%21,497$4.00MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,336+90.1%2,818$521.33KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+656+7.7%9,163$1.70MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-50-2.6%1,905$354.00KQ2 2026Aug 14, 2026
Lazard Asset Management LlcBuy+1616$2.94KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+12+0.1%8,760$1.63MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+1111$1.06MQ2 2026Aug 14, 2026
Morgan StanleyBuy+4,048+28.4%18,279$3.40MQ2 2026Aug 13, 2026
Ubs Group AgSell-3,000-5.7%49,869$9.28MQ2 2026Aug 13, 2026
Kayne Anderson Rudnick Investment Management LlcBuy+563563$104.67KQ2 2026Aug 13, 2026
Fmr LlcSell-66-23.5%215$40.07KQ2 2026Aug 13, 2026
Allspring Global Investments Holdings, LlcBuy+1111$1.99KQ2 2026Aug 13, 2026
Barometer Capital Management Inc.Buy+3,2003,200$595.39KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+1,9591,959$361.85KQ2 2026Aug 12, 2026
Bank Of MontrealBuy+1,7951,795$333.98KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+1,2481,248$232.20KQ2 2026Aug 12, 2026
Us Bancorp \De\Sell-34-1.7%2,000$372.12KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-19-0.7%2,776$516.46KQ2 2026Aug 12, 2026
Lpl Financial LlcBuy+23,282+97.3%47,200$8.78MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+870+15.7%6,426$1.20MQ2 2026Aug 07, 2026
Private Advisory Group LlcBuy+1,0961,096$203.92KQ2 2026Aug 06, 2026
Parr Mcknight Wealth Management Group, LlcBuy+710+7.1%10,712$1.99MQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+1,355+30.3%5,824$1.08MQ2 2026Aug 03, 2026
Loring Wolcott & Coolidge Fiduciary Advisors Llp/MaBuy+4,0004,000$744.24KQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+1,481+81.9%3,290$612.00Q2 2026Jul 30, 2026
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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.