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

Invesco S&P SmallCap Health Care ETF logo
$40.32 +0.10 (+0.24%)
As of 01:04 PM Eastern
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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)
$9.67M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$7.11M
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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
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%
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%
2/10/2025Commonwealth Equity Services LLC11,263$499K0.0%-7.9%0.283%
2/7/2025Cascade Financial Partners LLC19,310$855K0.1%-1.3%0.485%
2/6/2025Raymond James Financial Inc.17,290$766K0.0%N/A0.434%
2/6/2025Jones Financial Companies Lllp13,369$592K0.0%+10.6%0.336%
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2/3/2025Pacific Sun Financial Corp51,196$2.27M1.2%-4.4%1.286%
1/30/2025Kessler Investment Group LLC2,362$105K0.0%-34.5%0.059%
1/29/2025Gladstone Institutional Advisory LLC6,918$306K0.0%+34.0%0.173%
1/28/2025Newbridge Financial Services Group Inc.705$31K0.0%N/A0.018%
1/24/2025Clear Creek Financial Management LLC12,599$558K0.1%-34.1%0.314%
1/21/2025McGuire Investment Group LLC17,592$779K0.1%-33.5%0.438%
1/14/2025SeaCrest Wealth Management LLC5,174$229K0.0%-10.4%0.129%
12/26/2024JPMorgan Chase & Co.1,830$84K0.0%-66.9%0.044%
11/20/2024Virtu Financial LLC14,081$650K0.0%-65.3%0.338%
11/15/2024Jane Street Group LLC12,828$592K0.0%N/A0.308%
11/15/2024IHT Wealth Management LLC17,076$788K0.0%+23.7%0.410%
11/7/2024Ceera Investments LLC9,782$452K0.2%-10.4%0.235%
10/28/2024Gladstone Institutional Advisory LLC5,161$238K0.0%+7.2%0.123%
10/21/2024Kessler Investment Group LLC3,607$167K0.1%+1,320.1%0.086%
10/11/2024Creative Planning4,575$211K0.0%-26.7%0.108%
10/10/2024McGuire Investment Group LLC26,446$1.22M0.2%-2.4%0.625%
10/10/2024Valeo Financial Advisors LLC4,500$208K0.0%N/A0.106%
10/9/2024Pacific Sun Financial Corp53,555$2.47M1.4%-2.5%1.266%
9/11/2024Newbridge Financial Services Group Inc.945$40K0.0%-31.7%0.022%
8/16/2024Northwestern Mutual Wealth Management Co.8,122$346K0.0%+153.3%0.185%
8/10/2024Virtu Financial LLC40,575$1.73M0.1%+397.5%0.924%
8/6/2024Ceera Investments LLC10,922$465K0.2%-5.5%0.249%
7/31/2024Cascade Financial Partners LLC19,560$833K0.1%-3.9%0.444%
7/31/2024Commonwealth Equity Services LLC10,646$454K0.0%-15.8%0.241%
7/25/2024Clear Creek Financial Management LLC19,113$814K0.1%-2.8%0.433%
7/22/2024SeaCrest Wealth Management LLC5,773$246K0.0%-9.4%0.127%
7/19/2024Pacific Sun Financial Corp54,910$2.34M1.4%-6.3%1.204%
7/10/2024CWM LLC1,125$48K0.0%-56.1%0.025%
7/9/2024Harbor Capital Advisors Inc.20,375$868K0.1%N/A0.447%
7/5/2024Thurston Springer Miller Herd & Titak Inc.754$32K0.0%N/A0.015%
5/20/2024Virtu Financial LLC8,156$357K0.0%-64.4%0.163%
5/7/2024NTV Asset Management LLC9,150$400K0.1%-14.1%0.183%
5/4/2024WBI Investments LLC91,081$3.98M0.8%-54.1%1.818%
4/30/2024Commonwealth Equity Services LLC12,639$553K0.0%-7.3%0.251%
4/26/2024McGuire Investment Group LLC28,232$1.24M0.2%-19.2%0.560%
4/26/2024Clear Creek Financial Management LLC19,664$860K0.1%N/A0.389%
4/24/2024Newbridge Financial Services Group Inc.1,384$61K0.0%+32.6%0.027%
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%
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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%
1/5/2024Montecito 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%
11/8/2023Ausdal 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%
(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, 60 institutional investors and hedge funds held shares of Invesco S&P SmallCap Health Care ETF. The most heavily invested institutionals were WBI Investments Inc. ($7.00M), Wells Fargo & Company MN ($3.88M), LPL Financial LLC ($2.32M), WBI Investments LLC ($2.28M), GAMMA Investing LLC ($2.25M), Pacific Sun Financial Corp ($2.11M), and Virtu Financial LLC ($1.58M).Learn more on Invesco S&P SmallCap Health Care ETF's institutional investors.

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

Of the 51 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: WBI Investments Inc. ($128.55K), Virtu Financial LLC ($76.88K), Raymond James Financial Inc. ($34.58K), McGuire Investment Group LLC ($23.90K), Octavia Wealth Advisors LLC ($23.46K), Pacific Sun Financial Corp ($23.37K), and WBI Investments LLC ($21.60K).

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

Institutional investors have bought a total of 221,097 shares in the last 24 months. This purchase volume represents approximately $9.67M in transactions.

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

Of the 24 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 ($49.74K), Virtu Financial LLC ($26.49K), Clear Creek Financial Management LLC ($12.92K), Pacific Sun Financial Corp ($9.90K), McGuire Investment Group LLC ($9.80K), Tower Research Capital LLC TRC ($7.82K), and Envestnet Asset Management Inc. ($6.46K).

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

Institutional investors have sold a total of 161,135 shares in the last 24 months. This volume of shares sold represents approximately $7.11M in transactions.


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This page (NASDAQ:PSCH) was last updated on 7/3/2025 by MarketBeat.com Staff
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