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 78 institutions that hold shares in the stock, with a total of 742,180 shares, which have been reported (via 13F filing form) to have a value of $31.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
73,414
shares
|
$3.1 Million
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
53,269
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
44,982
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
44,586
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
38,847
shares
|
$1.64 Million
0.82% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
34,859
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
31,039
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2025
Added 26.33%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,962
shares
|
$1.31 Million
0.07% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
28,752
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
25,983
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
24,775
shares
|
$1.05 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
23,881
shares
|
$1.01 Million
0.27% of portfolio
|
Q3 2025
Reduced 53.23%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
22,233
shares
|
$939,121
0.15% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
18,014
shares
|
$760,911
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
17,805
shares
|
$752,083
0.0% of portfolio
|
Q3 2025
Reduced 22.87%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
17,464
shares
|
$737,679
0.0% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
14,553
shares
|
$614,718
0.07% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,996
shares
|
$591,191
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
12,149
shares
|
$513,173
0.01% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,133
shares
|
$512,497
0.0% of portfolio
|
Q3 2025
Reduced 30.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
11,879
shares
|
$501,768
0.0% of portfolio
|
Q3 2025
Reduced 19.49%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
11,689
shares
|
$493,743
0.06% of portfolio
|
Q3 2025
Reduced 18.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,200
shares
|
$430,848
0.0% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
9,071
shares
|
$383,159
0.2% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
8,674
shares
|
$366,389
0.0% of portfolio
|
Q3 2025
Reduced 15.09%
|
|