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Invesco S&P SmallCap Health Care ETF (PSCH) Institutional Ownership

Invesco S&P SmallCap Health Care ETF logo
$53.98 -0.31 (-0.57%)
As of 10/23/2026 04:00 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Health Care ETF (NASDAQ:PSCH)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$16.47M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$4.92M
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PSCH Institutional Buying and Selling by Quarter

Invesco S&P SmallCap Health Care ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2026 McGuire Investment Group LLC13,576$707K0.1%N/A0.406%
10/23/2026 NTV Asset Management LLC6,550$341K0.0%N/A0.196%
10/15/2026 Meridian Investment Counsel Inc.3,909$204K0.0%N/A0.116%
10/8/2026 Farther Finance Advisors LLC600$31K0.0%N/A0.017%
10/6/2026 Congress Asset Management Co.45,640$2.38M0.0%N/A1.331%
10/1/2026 Montecito Bank & Trust20,543$1.07M0.2%N/A0.597%
9/23/2026Envestnet Asset Management Inc.12,440$651K0.0%-12.4%0.359%
9/9/2026NewEdge Advisors LLC3,714$195K0.0%+828.5%0.121%
7/10/2026 Wealthcare Advisory Partners LLC6,294$330K0.0%N/A0.207%
5/19/2026Western Wealth Management LLC1,194$49K0.0%N/A0.041%
5/19/2026Bank of America Corp DE44,610$1.84M0.0%-35.4%1.544%
5/18/2026Royal Bank of Canada28,130$1.16M0.0%-4.3%0.973%
5/13/2026Cetera Investment Advisers10,453$430K0.0%-6.2%0.362%
5/8/2026Pacific Sun Financial Corp23,293$958K0.5%-18.9%0.806%
5/4/2026Parr Mcknight Wealth Management Group LLC27,229$1.12M0.1%N/A0.942%
2/18/2026IHT Wealth Management LLC21,648$954K0.0%-30.3%0.656%
2/17/2026Cetera Investment Advisers11,149$491K0.0%+28.5%0.338%
2/17/2026Osaic Holdings Inc.6,376$281K0.0%+6.4%0.193%
2/17/2026Royal Bank of Canada29,381$1.30M0.0%+2.2%0.890%
2/13/2026 Cordoba Advisory Partners LLC9,676$428K0.1%N/A0.293%
2/13/2026Wells Fargo & Company MN43,241$1.91M0.0%-3.0%1.310%
2/12/2026Hohimer Wealth Management LLC23,792$1.05M0.1%N/A0.721%
2/12/2026Commonwealth Equity Services LLC5,711$252K0.0%-44.0%0.173%
2/11/2026LPL Financial LLC53,625$2.36M0.0%+19.2%1.625%
2/11/2026O Shaughnessy Asset Management LLC676$30K0.0%+79.8%0.020%
2/6/2026Cascade Financial Partners LLC10,840$478K0.0%-7.3%0.328%
2/5/2026Northwestern Mutual Wealth Management Co.117,534$5.18M0.0%+83,257.4%3.540%
2/5/2026Pacific Sun Financial Corp28,704$1.27M0.6%-26.1%0.865%
2/2/2026Mission Hills Financial Advisory LLC8,576$378K0.2%-5.5%0.258%
1/28/2026 G&S Capital LLC73,996$3.26M1.2%+0.8%2.229%
1/21/2026 Register Financial Advisors LLC1,842$81K0.0%N/A0.055%
1/20/2026 Harbor Capital Advisors Inc.38,396$1.69M0.1%N/A1.157%
1/9/2026 Montecito Bank & Trust21,981$968K0.2%-1.1%0.658%
1/5/2026Park Avenue Securities LLC6,783$299K0.0%+32.9%0.203%
11/20/2025WBI Investments LLC23,881$994K0.3%-53.2%0.715%
11/17/2025Wiser Advisor Group LLC1,818$76K0.1%N/A0.054%
11/17/2025Susquehanna International Group LLP18,014$749K0.0%N/A0.539%
11/17/2025Citadel Advisors LLC17,464$727K0.0%-9.2%0.523%
11/17/2025Bank of America Corp DE25,983$1.08M0.0%+4.7%0.778%
11/17/2025Ameriprise Financial Inc.17,805$740K0.0%-22.9%0.533%
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11/14/2025Raymond James Financial Inc.11,879$494K0.0%-19.5%0.356%
11/14/2025Virtu Financial LLC30,962$1.29M0.1%+11.5%0.927%
11/14/2025Tower Research Capital LLC TRC 12,149$505K0.0%-12.4%0.364%
11/13/2025Pacific Sun Financial Corp38,847$1.62M0.8%-15.3%1.163%
11/13/2025UBS Group AG34,859$1.45M0.0%-5.7%1.044%
11/5/2025Envestnet Asset Management Inc.12,133$505K0.0%-30.2%0.363%
11/4/2025Jones Financial Companies Lllp4,701$193K0.0%-37.9%0.141%
10/23/2025 G&S Capital LLC73,414$3.05M1.1%N/A2.191%
10/23/2025Park Avenue Securities LLC5,102$212K0.0%N/A0.152%
10/21/2025Cascade Financial Partners LLC11,689$486K0.1%-18.9%0.349%
10/14/2025 Somerset Trust Co7,534$313K0.1%-3.4%0.220%
10/7/2025 Montecito Bank & Trust22,233$925K0.1%N/A0.650%
9/4/2025Osaic Holdings Inc.5,368$215K0.0%-19.5%0.158%
8/15/2025Tower Research Capital LLC TRC 13,871$556K0.0%-34.7%0.409%
8/15/2025IHT Wealth Management LLC24,569$984K0.0%+72.4%0.725%
8/15/2025Ameriprise Financial Inc.23,084$925K0.0%-37.9%0.681%
8/14/2025Raymond James Financial Inc.14,755$591K0.0%-11.7%0.435%
8/13/2025Flow Traders U.S. LLC7,797$312K0.0%N/A0.230%
8/13/2025Northwestern Mutual Wealth Management Co.2,083$83K0.0%-20.3%0.061%
8/11/2025WBI Investments LLC51,056$2.05M0.5%-3.3%1.506%
8/8/2025Cetera Investment Advisers10,216$409K0.0%-11.4%0.301%
7/30/2025Pacific Sun Financial Corp45,842$1.84M1.0%-5.8%1.344%
7/29/2025Chicago Partners Investment Group LLC7,898$312K0.0%-34.2%0.232%
7/18/2025 McGuire Investment Group LLC14,670$588K0.1%-15.2%0.424%
5/22/2025WBI Investments LLC52,776$2.28M0.6%-48.5%1.434%
5/16/2025Jones Financial Companies Lllp15,788$683K0.0%+18.1%0.429%
5/15/2025Royal Bank of Canada24,666$1.07M0.0%+1.5%0.670%
5/15/2025Baird Financial Group Inc.8,194$355K0.0%-30.8%0.223%
5/14/2025Northwestern Mutual Wealth Management Co.2,612$113K0.0%+1,752.5%0.071%
5/13/2025Cascade Financial Partners LLC14,560$630K0.1%-24.6%0.396%
5/12/2025Virtu Financial LLC36,428$1.58M0.1%N/A0.990%
5/9/2025Chicago Partners Investment Group LLC11,998$477K0.0%N/A0.326%
5/9/2025Greykasell Wealth Strategies Inc.582$25K0.0%N/A0.016%
5/9/2025MGB Wealth Management LLC24,775$1.07M0.4%-8.3%0.673%
5/7/2025LPL Financial LLC53,651$2.32M0.0%-4.3%1.462%
5/6/2025Cetera Investment Advisers11,535$499K0.0%N/A0.313%
5/1/2025CWM LLC746$32K0.0%-39.1%0.020%
4/30/2025NTV Asset Management LLC7,575$328K0.0%-5.6%0.206%
4/29/2025Envestnet Asset Management Inc.17,331$750K0.0%-3.5%0.471%
4/28/2025Clear Creek Financial Management LLC6,757$292K0.0%-46.4%0.184%
4/25/2025McGuire Investment Group LLC17,297$749K0.1%-1.7%0.470%
4/24/2025Kessler Investment Group LLC2,753$119K0.1%+16.6%0.074%
4/17/2025Montecito Bank & Trust22,338$967K0.2%-10.2%0.600%
4/17/2025Pacific Sun Financial Corp48,686$2.11M1.2%-4.9%1.309%
4/15/2025Focus Financial Network Inc.5,850$253K0.0%-6.4%0.157%
4/7/2025GAMMA Investing LLC5,194$2.25M0.0%+4,228.3%0.138%
2/17/2025WBI Investments LLC102,511$4.54M1.1%+10.5%2.576%
2/17/2025Citadel Advisors LLC14,502$642K0.0%+25.9%0.364%
2/17/2025Bank of America Corp DE26,057$1.15M0.0%+10.8%0.655%
2/17/2025Ameriprise Financial Inc.17,442$772K0.0%+8.8%0.438%
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2/14/2025Jane Street Group LLC8,063$357K0.0%-37.1%0.203%
2/14/2025IHT Wealth Management LLC16,171$716K0.0%-5.3%0.406%
2/14/2025Tower Research Capital LLC TRC10,546$467K0.0%-42.6%0.265%
2/13/2025Raymond James Financial Inc.17,290$766K0.0%N/A0.434%
2/13/2025Bank of Montreal Can705$31K0.0%N/A0.018%
2/13/2025Envestnet Asset Management Inc.17,956$795K0.0%-24.5%0.451%
2/13/2025Wells Fargo & Company MN87,597$3.88M0.0%+5.1%2.201%
2/12/2025CIBC Private Wealth Group LLC642$30K0.0%+494.4%0.016%
2/12/2025Sava Infond d.o.o.6,100$270K0.0%N/A0.153%
2/11/2025LPL Financial LLC56,036$2.48M0.0%+1.0%1.408%


PSCH Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 institutional investors and hedge funds held shares of Invesco S&P SmallCap Health Care ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($5.18M), G&S Capital LLC ($3.26M), Congress Asset Management Co. ($2.38M), LPL Financial LLC ($2.36M), GAMMA Investing LLC ($2.25M), Wells Fargo & Company MN ($1.91M), and Bank of America Corp DE ($1.84M).Learn more on Invesco S&P SmallCap Health Care ETF's institutional investors.

Of the 44 institutional investors that purchased Invesco S&P SmallCap Health Care ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($119.86K), G&S Capital LLC ($74.00K), Congress Asset Management Co. ($45.64K), Montecito Bank & Trust ($42.78K), Virtu Financial LLC ($39.62K), Harbor Capital Advisors Inc. ($38.40K), and Raymond James Financial Inc. ($34.58K).

Institutional investors have bought a total of 358,820 shares in the last 24 months. This purchase volume represents approximately $16.47M in transactions.

Of the 18 institutional investors that sold Invesco S&P SmallCap Health Care ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WBI Investments LLC ($27.18K), Bank of America Corp DE ($24.44K), Pacific Sun Financial Corp ($22.55K), IHT Wealth Management LLC ($9.39K), Envestnet Asset Management Inc. ($7.01K), Ameriprise Financial Inc. ($5.28K), and Commonwealth Equity Services LLC ($4.49K).

Institutional investors have sold a total of 116,555 shares in the last 24 months. This volume of shares sold represents approximately $4.92M in transactions.


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Institutional ownership data for NASDAQ:PSCH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/23/2026. New 13F filings are added each quarter as they're published.
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