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 75 institutions that hold shares in the stock, with a total of 734,366 shares, which have been reported (via 13F filing form) to have a value of $30 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
59,580
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
58,033
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
53,334
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
51,056
shares
|
$2.08 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
45,842
shares
|
$1.87 Million
1.01% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
36,950
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
27,773
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
24,826
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
24,775
shares
|
$1.01 Million
0.33% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
24,569
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Added 72.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,714
shares
|
$967,294
0.0% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
23,084
shares
|
$941,596
0.0% of portfolio
|
Q2 2025
Reduced 37.93%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
22,338
shares
|
$911,167
0.17% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
19,241
shares
|
$784,840
0.0% of portfolio
|
Q2 2025
Added 185.47%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
17,382
shares
|
$709,011
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
14,755
shares
|
$601,856
0.0% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
14,670
shares
|
$598,389
0.08% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
14,409
shares
|
$587,743
0.07% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,996
shares
|
$570,896
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
13,871
shares
|
$565,798
0.02% of portfolio
|
Q2 2025
Reduced 34.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,216
shares
|
$416,710
0.0% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,766
shares
|
$398,355
0.0% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
9,162
shares
|
$373,717
0.23% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,194
shares
|
$334,233
0.0% of portfolio
|
Q1 2025
Reduced 30.75%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
7,898
shares
|
$322,159
0.01% of portfolio
|
Q2 2025
Reduced 34.17%
|