
Invesco S&P SmallCap Energy is an exchange-traded fund on NASDAQ. As of Q3 2025, 36 institutional investors hold shares in this ETF, with total holdings valued at $19.2M. HARBOR CAPITAL ADVISORS, INC. is the largest holder with a position valued at $4.7M.
Overview of institutional ownership in PSCE as of Q3 2025
Institutions with the largest positions in PSCE as of Q3 2025
| Institution | Position Value |
|---|---|
HARBOR CAPITAL ADVISORS, INC. ETF Provider | $4.7M 0.37% of portfolio |
G GENDELL JEFFREY L Institution | $2.9M 0.05% of portfolio |
ONE + ONE WEALTH MANAGEMENT, LLC RIA/Wealth | $1.4M 0.73% of portfolio |
L LPL Financial LLC Institution | $1.0M 0.00% of portfolio |
M Moloney Securities Asset Management, LLC RIA/Wealth | $1.0M 0.12% of portfolio |
MORGAN STANLEY RIA/Wealth | $895.3K 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $890.6K 0.00% of portfolio |
UBS Group AG Institution | $850.0K 0.00% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $771.9K 0.00% of portfolio |
B BLAIR WILLIAM & CO/IL Institution | $760.8K 0.00% of portfolio |
Institutional buying and selling activity for PSCE in Q3 2025
| Institution | Net Bought |
|---|---|
HARBOR CAPITAL ADVISORS, INC. ETF Provider | +$1.4M +32.5K shares |
IHT Wealth Management, LLC RIA/Wealth | +$473.2K +11.1K shares |
NORTHERN TRUST CORP Institution | +$330.5K +7.8K shares |
GOLDMAN SACHS GROUP INC Institution | +$289.4K +-76.2K shares |
Walkner Condon Financial Advisors LLC RIA/Wealth | +$236.3K +5.6K shares |
K Kazazian Asset Management, LLC Hedge Fund•Long/Short | +$213.1K +5.0K shares |
MORGAN STANLEY RIA/Wealth | +$190.4K +4.5K shares |
BANK OF AMERICA CORP /DE/ Institution | +$104.3K +2.4K shares |
Farther Finance Advisors, LLC RIA/Wealth | +$68.2K +1.6K shares |
A Advisor Group Holdings, Inc. Institution | +$26.0K +620.0 shares |
| Institution | Net Sold |
|---|---|
UBS Group AG Institution | −$1.1M −26.1K shares |
−$303.0K −7.8K shares | |
Belpointe Asset Management LLC RIA/Wealth | −$283.3K −7.3K shares |
G GENDELL JEFFREY L Institution | −$272.8K −6.4K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$225.6K −5.3K shares |
JBR Co Financial Management Inc RIA/Wealth | −$188.2K −4.4K shares |
Kessler Investment Group, LLC RIA/Wealth | −$73.9K −1.9K shares |
B BLAIR WILLIAM & CO/IL Institution | −$69.9K −1.6K shares |
L LPL Financial LLC Institution | −$22.5K −527.0 shares |
Kiker Wealth Management, LLC RIA/Wealth | −$16.4K −422.0 shares |
Institutions that initiated new positions or completely exited PSCE in Q3 2025
| Institution | Position Value |
|---|---|
K Kazazian Asset Management, LLC Hedge Fund•Long/Short | $213.1K 5.0K shares |
Farther Finance Advisors, LLC RIA/Wealth | $68.2K 1.6K shares |
WEXFORD CAPITAL LP Hedge Fund•Multi-Strategy | $13.1K 307.0 shares |
| Institution | Previous Position |
|---|---|
$303.0K 7.8K shares | |
Belpointe Asset Management LLC RIA/Wealth | $283.3K 7.3K shares |
Kessler Investment Group, LLC RIA/Wealth | $73.9K 1.9K shares |
Kiker Wealth Management, LLC RIA/Wealth | $16.4K 422.0 shares |
H HighMark Wealth Management LLC RIA/Wealth | $13.2K 340.0 shares |
T Tower Research Capital LLC Institution | $3.5K 89.0 shares |
Nova Wealth Management, Inc. RIA/Wealth | $816.0 21.0 shares |
A Atlantic Trust Group, LLC Institution | $389.0 10.0 shares |
FMR LLC Institution | $39.0 1.0 shares |
Institutions with the largest Call and Put options positions in PSCE as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PSCE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ONE + ONE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.73% $1.4M |
Deuterium Capital Management, LLC Hedge Fund•Global Macro | 0.56% $383.6K |
HARBOR CAPITAL ADVISORS, INC. ETF Provider | 0.37% $4.7M |
K Kazazian Asset Management, LLC Hedge Fund•Long/Short | 0.26% $213.1K |
M Moloney Securities Asset Management, LLC RIA/Wealth | 0.12% $1.0M |
JBR Co Financial Management Inc RIA/Wealth | 0.10% $245.4K |
G GENDELL JEFFREY L Institution | 0.05% $2.9M |
Walkner Condon Financial Advisors LLC RIA/Wealth | 0.04% $236.3K |
Copia Wealth Management RIA/Wealth | 0.01% $18.2K |
IHT Wealth Management, LLC RIA/Wealth | 0.01% $473.2K |
Discover hedge funds investing in PSCE


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $14.1M | 20.35% | |
Internet Content & Information Communication Services | $13.2M | 19.04% | |
Software - Infrastructure Technology | $12.3M | 17.82% |
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