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 788,810 shares, which have been reported (via 13F filing form) to have a value of $31 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
7,797
shares
|
$306,110
0.11% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
7,575
shares
|
$297,394
0.04% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
7,500
shares
|
$294,450
0.08% of portfolio
|
Q2 2023
Added 200.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,890
shares
|
$270,501
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
6,740
shares
|
$264,612
0.0% of portfolio
|
Q1 2025
Reduced 53.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,667
shares
|
$261,746
0.0% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
6,100
shares
|
$239,486
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,700
shares
|
$223,782
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,675
shares
|
$222,800
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,409
shares
|
$212,357
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,065
shares
|
$198,851
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
4,469
shares
|
$175,452
0.29% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,944
shares
|
$115,581
0.0% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,793
shares
|
$109,653
0.05% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,612
shares
|
$102,547
0.0% of portfolio
|
Q1 2025
Added 1752.48%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,475
shares
|
$97,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,271
shares
|
$89,159
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,140
shares
|
$44,756
0.02% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,047
shares
|
$41,105
0.0% of portfolio
|
Q1 2025
Reduced 37.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
915
shares
|
$35,922
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
783
shares
|
$30,740
0.0% of portfolio
|
Q4 2023
Reduced 22.32%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
778
shares
|
$30,544
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
746
shares
|
$29,287
0.0% of portfolio
|
Q1 2025
Reduced 39.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
721
shares
|
$28,306
0.0% of portfolio
|
Q3 2023
Added 134.85%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
600
shares
|
$23,556
0.0% of portfolio
|
Q3 2023
Added 200.0%
|