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 86 institutions that hold shares in the stock, with a total of 905,482 shares, which have been reported (via 13F filing form) to have a value of $42.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
97,482
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.14%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
92,807
shares
|
$4.32 Million
1.06% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
83,364
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
55,507
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.7%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
53,555
shares
|
$2.49 Million
1.46% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
31,388
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
29,443
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
27,024
shares
|
$1.26 Million
0.45% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
24,876
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
23,790
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
23,510
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
19,560
shares
|
$910,909
0.11% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,045
shares
|
$886,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
18,362
shares
|
$855,118
0.02% of portfolio
|
Q3 2024
Reduced 38.57%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
17,592
shares
|
$819,259
0.12% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,076
shares
|
$795,229
0.02% of portfolio
|
Q3 2024
Added 23.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
16,034
shares
|
$746,703
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
14,081
shares
|
$655,752
0.04% of portfolio
|
Q3 2024
Reduced 65.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,996
shares
|
$651,793
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,828
shares
|
$597,399
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
12,599
shares
|
$586,735
0.06% of portfolio
|
Q4 2024
Reduced 34.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
12,228
shares
|
$569,457
0.0% of portfolio
|
Q3 2024
Added 14.86%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
12,093
shares
|
$563,171
0.0% of portfolio
|
Q3 2024
Added 22.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
11,833
shares
|
$551,062
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,521
shares
|
$536,532
0.0% of portfolio
|
Q3 2024
New holding
|