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 |
|---|---|---|---|---|---|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
7,797
shares
|
$318,039
0.11% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,797
shares
|
$318,039
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
7,575
shares
|
$308,984
0.04% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
7,571
shares
|
$308,821
0.0% of portfolio
|
Q2 2025
Reduced 37.45%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
7,500
shares
|
$305,925
0.06% of portfolio
|
Q2 2023
Added 200.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,890
shares
|
$281,043
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
6,100
shares
|
$248,819
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,675
shares
|
$231,483
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
5,521
shares
|
$225,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,409
shares
|
$220,633
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,368
shares
|
$218,960
0.0% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,086
shares
|
$207,457
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,944
shares
|
$120,085
0.0% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,793
shares
|
$113,926
0.05% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,475
shares
|
$100,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,271
shares
|
$92,634
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,083
shares
|
$84,965
0.0% of portfolio
|
Q2 2025
Reduced 20.25%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
1,950
shares
|
$79,540
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
1,140
shares
|
$46,500
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,047
shares
|
$42,707
0.0% of portfolio
|
Q1 2025
Reduced 37.57%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
915
shares
|
$37,322
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
783
shares
|
$31,938
0.0% of portfolio
|
Q4 2023
Reduced 22.32%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
778
shares
|
$31,734
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
721
shares
|
$29,409
0.0% of portfolio
|
Q3 2023
Added 134.85%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
646
shares
|
$26,350
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|