Institutional Ownership Invesco S&P Smallcap Health Ca (PSCH)
This table provides information about the institutional ownership of Invesco S&P Smallcap Health Ca (PSCH). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 878,628 shares, which have been reported (via 13F filing form) to have a value of $41.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
97,482
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.14%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
92,807
shares
|
$4.32 Million
1.06% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
83,364
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
56,036
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
51,196
shares
|
$2.38 Million
1.31% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
31,388
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
29,443
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
27,025
shares
|
$1.26 Million
0.37% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
24,876
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
23,790
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
23,510
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
19,310
shares
|
$898,687
0.11% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,045
shares
|
$886,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
18,362
shares
|
$854,567
0.02% of portfolio
|
Q3 2024
Reduced 38.57%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
17,592
shares
|
$818,731
0.12% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,290
shares
|
$804,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,076
shares
|
$794,717
0.02% of portfolio
|
Q3 2024
Added 23.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
16,034
shares
|
$746,222
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,996
shares
|
$651,373
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
13,369
shares
|
$622,193
0.0% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,828
shares
|
$597,015
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
12,599
shares
|
$586,357
0.06% of portfolio
|
Q4 2024
Reduced 34.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
11,833
shares
|
$550,707
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,521
shares
|
$536,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,263
shares
|
$524,180
0.0% of portfolio
|
Q4 2024
Reduced 7.89%
|