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 83 institutions that hold shares in the stock, with a total of 855,968 shares, which have been reported (via 13F filing form) to have a value of $35 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
102,511
shares
|
$4.23 Million
1.2% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
87,597
shares
|
$3.61 Million
0.0% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
87,317
shares
|
$3.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
56,036
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
48,686
shares
|
$2.01 Million
1.27% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
31,016
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
27,025
shares
|
$1.12 Million
0.37% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
26,057
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
24,292
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.61%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
22,338
shares
|
$921,665
0.17% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
19,310
shares
|
$796,730
0.11% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
17,442
shares
|
$719,656
0.0% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,331
shares
|
$715,077
0.0% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
17,297
shares
|
$713,674
0.12% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,290
shares
|
$713,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,171
shares
|
$667,215
0.02% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,502
shares
|
$598,352
0.0% of portfolio
|
Q4 2024
Added 25.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,996
shares
|
$577,474
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
13,369
shares
|
$551,604
0.0% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
11,833
shares
|
$488,229
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,263
shares
|
$464,711
0.0% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
10,546
shares
|
$435,127
0.01% of portfolio
|
Q4 2024
Reduced 42.57%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
9,181
shares
|
$378,808
0.28% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,789
shares
|
$362,634
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,415
shares
|
$347,202
0.0% of portfolio
|
Q4 2024
Reduced 55.82%
|