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 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $51.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
186,194
shares
|
$7.86 Million
0.0% of portfolio
|
Q1 2024
Added 134.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
125,974
shares
|
$5.32 Million
0.0% of portfolio
|
Q1 2024
Added 85.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
95,974
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
|
Wbi Investments, Inc.
|
May 03, 2024 Q1 2024 |
91,081
shares
|
$3.84 Million
0.85% of portfolio
|
Q1 2024
Reduced 54.09%
|
|
|
Pacific Sun Financial Corp
|
May 01, 2024 Q1 2024 |
58,583
shares
|
$2.47 Million
1.6% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
May 13, 2024 Q1 2024 |
35,490
shares
|
$1.5 Million
0.85% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
33,360
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2024
Added 6.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
33,171
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 24.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
30,513
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
30,023
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.42%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 26, 2024 Q1 2024 |
28,232
shares
|
$1.19 Million
0.18% of portfolio
|
Q1 2024
Reduced 19.18%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
27,743
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
27,600
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2024
Added 67.08%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 06, 2024 Q1 2024 |
27,022
shares
|
$1.14 Million
0.48% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
26,620
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Reduced 35.26%
|
|
|
Montecito Bank & Trust
|
Apr 09, 2024 Q1 2024 |
25,035
shares
|
$1.06 Million
0.22% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
21,652
shares
|
$913,930
0.0% of portfolio
|
Q1 2024
Reduced 19.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
20,352
shares
|
$859,057
0.0% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
20,352
shares
|
$859,057
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
19,664
shares
|
$830,017
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
19,336
shares
|
$816,172
0.0% of portfolio
|
Q1 2024
Reduced 21.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
17,239
shares
|
$727,658
0.0% of portfolio
|
Q1 2024
Reduced 15.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
16,435
shares
|
$693,721
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
14,931
shares
|
$630,237
0.0% of portfolio
|
Q1 2024
Added 21.67%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
12,639
shares
|
$533,492
0.0% of portfolio
|
Q1 2024
Reduced 7.3%
|
|