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 76 institutions that hold shares in the stock, with a total of 795,567 shares, which have been reported (via 13F filing form) to have a value of $30.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
84,062
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
69,710
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
53,651
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
52,776
shares
|
$2.05 Million
0.64% of portfolio
|
Q1 2025
Reduced 48.52%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
48,686
shares
|
$1.89 Million
1.27% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
37,191
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Added 113.23%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
36,428
shares
|
$1.41 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
32,226
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
24,789
shares
|
$961,069
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
24,775
shares
|
$960,526
0.39% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
24,666
shares
|
$956,300
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
22,338
shares
|
$866,044
0.17% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
21,249
shares
|
$823,823
0.03% of portfolio
|
Q1 2025
Added 101.49%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,331
shares
|
$671,922
0.0% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,706
shares
|
$647,691
0.0% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
14,670
shares
|
$568,755
0.08% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
14,560
shares
|
$564,491
0.08% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,254
shares
|
$552,627
0.02% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,996
shares
|
$542,624
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
12,103
shares
|
$469,233
0.0% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
11,998
shares
|
$465,162
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
11,535
shares
|
$447,211
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
10,605
shares
|
$411,155
0.0% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
9,181
shares
|
$355,947
0.28% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,194
shares
|
$317,681
0.0% of portfolio
|
Q1 2025
Reduced 30.75%
|