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 $51.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
12,388
shares
|
$520,791
0.02% of portfolio
|
Q1 2024
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
12,208
shares
|
$513,224
0.0% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Ceera Investments, LLC
Bellaire, TX |
May 14, 2024 Q1 2024 |
11,552
shares
|
$485,646
0.23% of portfolio
|
Q1 2024
Reduced 33.46%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
9,249
shares
|
$388,827
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ntv Asset Management LLC
|
May 07, 2024 Q1 2024 |
9,150
shares
|
$384,666
0.06% of portfolio
|
Q1 2024
Reduced 14.08%
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2024 Q1 2024 |
8,647
shares
|
$363,519
0.08% of portfolio
|
Q1 2024
New holding
|
|
Virtu Financial LLC
New York, NY |
May 20, 2024 Q1 2024 |
8,156
shares
|
$342,878
0.03% of portfolio
|
Q1 2024
Reduced 64.41%
|
|
Somerset Trust CO
|
Apr 05, 2024 Q1 2024 |
7,797
shares
|
$327,785
0.14% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
7,505
shares
|
$315,510
0.0% of portfolio
|
Q1 2024
Reduced 41.8%
|
|
Alpine Woods Capital Investors, LLC
|
May 01, 2024 Q1 2024 |
7,500
shares
|
$315,300
0.06% of portfolio
|
Q2 2023
Added 200.0%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
7,359
shares
|
$309,372
0.0% of portfolio
|
Q1 2024
Reduced 17.25%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,890
shares
|
$289,655
0.01% of portfolio
|
Q4 2023
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
6,500
shares
|
$273,260
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
6,371
shares
|
$267,836
0.03% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
6,225
shares
|
$261,699
0.0% of portfolio
|
Q4 2023
Reduced 45.03%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
5,912
shares
|
$248,540
0.0% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Apr 19, 2024 Q1 2024 |
5,700
shares
|
$239,628
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
5,549
shares
|
$233,279
0.0% of portfolio
|
Q1 2024
Reduced 10.15%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
5,396
shares
|
$226,847
0.0% of portfolio
|
Q1 2024
Added 0.07%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 15, 2024 Q1 2024 |
4,490
shares
|
$188,759
0.31% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
3,207
shares
|
$134,822
0.0% of portfolio
|
Q1 2024
Added 4.36%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
2,883
shares
|
$121,201
0.0% of portfolio
|
Q4 2023
Added 19.83%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,564
shares
|
$107,790
0.0% of portfolio
|
Q1 2024
Reduced 10.38%
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,271
shares
|
$95,472
0.04% of portfolio
|
Q2 2021
New holding
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
2,052
shares
|
$86,266
0.05% of portfolio
|
Q1 2024
Added 0.44%
|