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 78 institutions that hold shares in the stock, with a total of 742,180 shares, which have been reported (via 13F filing form) to have a value of $31.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
7,593
shares
|
$320,728
0.0% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
7,575
shares
|
$319,968
0.04% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Somerset Trust CO
|
Oct 14, 2025 Q3 2025 |
7,534
shares
|
$318,236
0.1% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
7,500
shares
|
$316,800
0.07% of portfolio
|
Q2 2023
Added 200.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,890
shares
|
$291,033
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
6,698
shares
|
$282,923
0.01% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,992
shares
|
$253,102
0.0% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,675
shares
|
$239,712
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,409
shares
|
$228,476
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,270
shares
|
$222,604
0.0% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
5,102
shares
|
$215,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,821
shares
|
$203,639
0.0% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,701
shares
|
$198,570
0.0% of portfolio
|
Q3 2025
Reduced 37.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,703
shares
|
$156,414
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,846
shares
|
$120,215
0.0% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,565
shares
|
$108,345
0.0% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,271
shares
|
$95,927
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
1,950
shares
|
$82,368
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,818
shares
|
$76,792
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,362
shares
|
$57,530
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
915
shares
|
$38,649
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
721
shares
|
$30,455
0.0% of portfolio
|
Q3 2023
Added 134.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
720
shares
|
$30,412
0.0% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
646
shares
|
$27,287
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
600
shares
|
$25,344
0.0% of portfolio
|
Q2 2025
New holding
|
|