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

$41.22
+0.80 (+1.98%)
(As of 04/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Health Care ETF (NASDAQ:PSCH)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$13.99M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$1.20M
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PSCH Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024Richardson Capital Management LLC1,917$84K0.1%N/A0.038%
2/26/2024Virtu Financial LLC22,914$981K0.1%+54.0%0.432%
2/12/2024Focus Financial Network Inc. ADV6,890$295K0.0%N/A0.130%
2/9/2024WBI Investments LLC198,402$8.49M1.7%+6.4%3.736%
2/9/2024Gladstone Institutional Advisory LLC16,518$707K0.0%+23.9%0.311%
2/8/2024Ceera Investments LLC17,360$743K0.3%-3.7%0.327%
2/8/2024Pacific Sun Financial Corp60,978$2.61M1.6%-7.7%1.148%
2/6/2024Spire Wealth Management630$26K0.0%-48.9%0.012%
1/30/2024Octavia Wealth Advisors LLC23,462$1.00M0.2%N/A0.442%
1/18/2024Global Retirement Partners LLC915$38K0.0%N/A0.017%
1/18/2024SeaCrest Wealth Management LLC6,453$271K0.0%-6.5%0.122%
1/16/2024Raymond James Financial Services Advisors Inc.20,425$874K0.0%+4.0%0.386%
1/16/2024Raymond James & Associates6,331$271K0.0%-32.4%0.120%
1/12/2024McGuire Investment Group LLC34,934$1.50M0.2%-3.9%0.660%
1/12/2024Register Financial Advisors LLC2,043$87K0.1%N/A0.039%
1/5/2024 Montecito Bank & Trust25,035$1.07M0.2%-1.2%0.473%
11/15/2023Riggs Asset Managment Co. Inc.1,140$43K0.0%+200.0%0.020%
11/14/2023Tower Research Capital LLC TRC11,756$441K0.0%+62.5%0.205%
11/13/2023PNC Financial Services Group Inc.1,008$38K0.0%+200.0%0.018%
11/9/2023WBI Investments Inc.186,505$7.00M1.4%+186.2%3.255%
11/8/2023 Ausdal Financial Partners Inc.27,717$1.04M0.1%+200.2%0.484%
11/8/2023Spire Wealth Management1,233$46K0.0%+166.3%0.022%
11/6/2023NTV Asset Management LLC10,875$408K0.1%+200.0%0.190%
10/24/2023Raymond James Financial Services Advisors Inc.19,647$738K0.0%+178.0%0.342%
10/24/2023Raymond James & Associates9,365$352K0.0%+42.8%0.163%
10/24/2023Cambridge Investment Research Advisors Inc.6,927$260K0.0%+61.9%0.120%
10/23/2023Commonwealth Equity Services LLC28,166$1.06M0.0%+174.3%0.490%
10/17/2023Newbridge Financial Services Group Inc.704$26K0.0%+162.7%0.012%
10/17/2023 Somerset Trust Co8,016$301K0.1%+200.0%0.138%
10/16/2023 Montecito Bank & Trust25,341$952K0.2%+200.0%0.435%
10/12/2023McGuire Investment Group LLC36,335$1.36M0.3%+192.1%0.622%
10/12/2023SeaCrest Wealth Management LLC6,903$259K0.0%+200.0%0.118%
10/11/2023 CWM LLC2,913$109K0.0%+196.3%0.050%
8/10/2023Bessemer Group Inc.650$87K0.0%-38.1%0.010%
8/10/2023Cetera Investment Advisers1,713$228K0.0%-15.8%0.027%
8/7/2023WBI Investments Inc.65,173$8.69M1.6%+12.4%1.034%
8/4/2023Envestnet Asset Management Inc.12,148$1.62M0.0%-6.0%0.193%
8/3/2023Atria Wealth Solutions Inc.3,700$493K0.0%+95.9%0.059%
8/2/2023Alpine Woods Capital Investors LLC7,500$333K0.1%+200.0%0.119%
7/31/2023LPL Financial LLC64,260$8.57M0.0%-2.1%1.020%
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7/21/2023Creative Planning6,319$842K0.0%-10.0%0.099%
7/18/2023McGuire Investment Group LLC12,438$1.66M0.3%-8.1%0.587%
7/13/2023Cambridge Investment Research Advisors Inc.4,279$571K0.0%-20.0%0.200%
7/12/2023Pacific Sun Financial Corp23,367$3.06M2.0%N/A1.092%
5/10/2023LPL Financial LLC65,669$8.60M0.0%+12.1%2.999%
5/9/2023Spire Wealth Management516$68K0.0%-32.9%0.024%
5/9/2023Tower Research Capital LLC TRC 8,073$1.06M0.0%-22.9%0.369%
5/9/2023Acorn Wealth Advisors LLC1,866$244K0.2%+23.1%0.085%
5/9/2023Ceera Investments LLC5,444$713K0.5%+3.3%0.249%
5/5/2023NTV Asset Management LLC3,625$475K0.1%-5.2%0.166%
5/3/20239258 Wealth Management LLC1,917$251K0.1%-30.8%0.088%
5/3/2023Insight Advisors LLC PA2,772$363K0.1%-27.1%0.127%
5/1/2023 CWM LLC971$127K0.0%-31.9%0.044%
4/28/2023Ameritas Advisory Services LLC200$26K0.0%N/A0.009%
4/20/2023McGuire Investment Group LLC13,532$1.77M0.4%-7.2%0.612%
4/19/2023Seelaus Asset Management LLC1,500$200K0.2%N/A0.068%
4/17/2023Gradient Investments LLC469$61K0.0%-99.5%0.021%
4/14/2023Raymond James Financial Services Advisors Inc.6,956$911K0.0%-7.3%0.315%
4/14/2023Raymond James & Associates6,521$854K0.0%-2.0%0.295%
2/21/2023Insight Advisors LLC PA3,800$500K0.2%-9.5%0.160%
2/10/2023Creative Planning7,444$983K0.0%-1.6%0.313%
2/10/2023Acorn Wealth Advisors LLC1,516$200K0.2%-7.7%0.064%
2/8/2023Raymond James Financial Services Advisors Inc.7,504$990K0.0%-8.0%0.315%
2/8/2023Raymond James & Associates6,651$878K0.0%+1.7%0.279%
2/8/2023UBS Group AG18,349$2.42M0.0%+2.3%0.771%
2/8/2023Belpointe Asset Management LLC225$30K0.0%N/A0.009%
2/8/2023Cambridge Investment Research Advisors Inc.21,066$2.78M0.0%+380.5%0.885%
2/7/2023Commonwealth Equity Services LLC11,709$1.55M0.0%-14.7%0.492%
2/7/2023LPL Financial LLC58,582$7.73M0.0%-15.2%2.461%
2/7/2023Envestnet Asset Management Inc.13,412$1.77M0.0%-3.6%0.564%
2/3/20239258 Wealth Management LLC2,769$365K0.1%-38.0%0.116%
2/2/2023Magnus Financial Group LLC6,119$808K0.1%-5.7%0.257%
2/1/2023SP Asset Management LLC2,271$300K0.0%N/A0.095%
2/1/2023Gladstone Institutional Advisory LLC6,181$816K0.1%+30.3%0.260%
2/1/2023 CWM LLC1,425$188K0.0%-8.6%0.060%
1/31/2023Kestra Advisory Services LLC2,200$290K0.0%N/A0.093%
1/24/2023Sigma Planning Corp5,239$692K0.0%-2.1%0.222%
1/18/2023Romano Brothers AND Company314$41K0.0%N/A0.013%
1/10/2023McGuire Investment Group LLC14,586$1.93M0.4%-1.4%0.610%
1/10/2023Gradient Investments LLC93,818$12.38M0.4%+407,804.3%3.925%
12/12/2022Insight Advisors LLC PA4,200$553K0.2%-9.6%0.176%
11/16/2022SeaCrest Wealth Management LLC2,401$316K0.0%-10.3%0.102%
11/15/2022Flow Traders U.S. LLC15,263$2.01M0.1%-18.8%0.641%
11/15/2022Commonwealth Equity Services LLC13,721$1.81M0.0%+18.5%0.577%
11/14/2022MML Investors Services LLC5,113$673K0.0%+2.9%0.215%
11/14/2022Pacific Sun Financial Corp25,066$3.30M2.3%-2.0%1.053%
11/10/2022Sigma Planning Corp5,351$704K0.0%+2.7%0.225%
11/10/2022Tower Research Capital LLC TRC3,515$463K0.0%-63.1%0.148%
11/10/2022UBS Group AG17,934$2.36M0.0%+15.3%0.754%
11/8/20229258 Wealth Management LLC4,468$588K0.2%-7.1%0.188%
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11/8/2022Ceera Investments LLC5,287$696K0.5%-2.3%0.222%
11/7/2022Spire Wealth Management769$101K0.0%-24.5%0.032%
11/1/2022Atria Investments LLC14,198$1.87M0.0%-1.9%0.597%
10/27/2022Coastal Investment Advisors Inc.203$27K0.0%N/A0.009%
10/27/2022 CWM LLC1,559$205K0.0%-8.0%0.066%
10/26/2022WBI Investments Inc.26,553$3.45M1.0%+23.1%1.116%
10/25/2022Raymond James & Associates6,539$861K0.0%+8.3%0.275%
10/25/2022Raymond James Financial Services Advisors Inc.8,154$1.07M0.0%-3.9%0.343%
10/20/2022Gladstone Institutional Advisory LLC4,742$624K0.0%+46.1%0.202%
10/20/2022 Dynamic Advisor Solutions LLC1,625$214K0.0%+10.5%0.069%
(Data available from 1/1/2016 forward)

PSCH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSCH shares?

During the previous two years, 59 institutional investors and hedge funds held shares of Invesco S&P SmallCap Health Care ETF. The most heavily invested institutionals were LPL Financial LLC ($8.57M), WBI Investments LLC ($8.49M), WBI Investments Inc. ($7.00M), Pacific Sun Financial Corp ($2.61M), UBS Group AG ($2.42M), Flow Traders U.S. LLC ($2.01M), and Advisor Group Holdings Inc. ($1.96M).Learn more on PSCH's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap Health Care ETF stock?

Of the 50 institutional investors that purchased Invesco S&P SmallCap Health Care ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WBI Investments Inc. ($155.10K), Gradient Investments LLC ($93.80K), Cambridge Investment Research Advisors Inc. ($43.67K), McGuire Investment Group LLC ($38.87K), Pacific Sun Financial Corp ($25.16K), Octavia Wealth Advisors LLC ($23.46K), and Commonwealth Equity Services LLC ($20.04K).

How much institutional buying is happening at Invesco S&P SmallCap Health Care ETF?

Institutional investors have bought a total of 564,769 shares in the last 24 months. This purchase volume represents approximately $34.01M in transactions.

Which Invesco S&P SmallCap Health Care ETF major shareholders have been selling company stock?

Of the 32 institutional investors that sold Invesco S&P SmallCap Health Care ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($93.35K), Cambridge Investment Research Advisors Inc. ($26.08K), LPL Financial LLC ($24.26K), Insight Advisors LLC PA ($17.52K), Commonwealth Equity Services LLC ($17.18K), Tower Research Capital LLC TRC ($8.41K), and Pacific Sun Financial Corp ($5.61K).

How much institutional selling is happening at Invesco S&P SmallCap Health Care ETF?

Institutional investors have sold a total of 222,615 shares in the last 24 months. This volume of shares sold represents approximately $19.19M in transactions.


This page (NASDAQ:PSCH) was last updated on 4/23/2024 by MarketBeat.com Staff

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