Invesco S&P Smallcap HealthPSCHETF
13F holders, Q4 2024 (December 31)79holders
7new positions
9sold out
1famous investor
$44.41avg. 13F price*
At the end of Q4 2024, 79 institutions reported holding Invesco S&P Smallcap Health (PSCH) in their 13F filings, unchanged from Q3 2024. 7 opened new positions and 9 sold out. The largest holders were Wbi Investments, LLC ($4.5M), Wells Fargo & Company ($3.9M) and Morgan Stanley ($3.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P Smallcap Health
- CUSIP
- 46138E149
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $682K |
| Exits | 9 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 37,797 shares bought and 110,966 shares sold, net −73,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Wbi Investments, LLC | 1.13% | Add +10.5% | 102,511 | $4.5M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 87,597 | $3.9M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 87,317 | $3.9M |
| LPL Financial LLC | 0.00% | Add +0.9% | 56,036 | $2.5M |
| Pacific Sun Financial Corp | 1.24% | Reduce -4.4% | 51,196 | $2.3M |
| UBS Group AG | 0.00% | Add +5.3% | 31,016 | $1.4M |
| MGB Wealth Management, LLC | 0.37% | Add +0.0% | 27,025 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -8.2% | 26,057 | $1.2M |
| Montecito Bank & Trust | 0.19% | Reduce -0.4% | 24,876 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -22.6% | 24,292 | $1.1M |
| Cascade Financial Partners, LLC | 0.11% | Reduce -1.3% | 19,310 | $855K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.5% | 17,956 | $795K |
| McGuire Investment Group, LLC | 0.11% | Reduce -33.5% | 17,592 | $779K |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 17,442 | $772K |
| Raymond James Financial Inc. | 0.00% | — | 17,290 | $766K |
| IHT Wealth Management, LLC | 0.02% | Reduce -5.3% | 16,171 | $716K |
| Citadel Advisors | 0.00% | Add +25.9% | 14,502 | $642K |
| Jones Financial Companies LLLP | 0.00% | Add +10.6% | 13,369 | $592K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -34.1% | 12,599 | $558K |
| Baird Financial Group, Inc. | 0.00% | No change | 11,833 | $524K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.9% | 11,263 | $499K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -42.6% | 10,546 | $467K |
| Mission Hills Financial Advisory, LLC | 0.31% | Add +1.1% | 9,079 | $402K |
| Flow Traders U.S. LLC | 0.02% | New | 8,789 | $389K |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.8% | 8,415 | $373K |
| Jane Street Group, LLC | 0.00% | Reduce -37.1% | 8,063 | $357K |
| NTV Asset Management LLC | 0.05% | No change | 8,025 | $355K |
| Somerset Trust Co | 0.13% | No change | 7,797 | $345K |
| Alpine Woods Capital Investors, LLC | 0.06% | No change | 7,500 | $332K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +34.0% | 6,918 | $306K |
| Focus Financial Network, Inc. | 0.01% | Add +0.0% | 6,252 | $277K |
| Sava Infond d.o.o. | 0.05% | — | 6,100 | $270K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 5,700 | $252K |
| Osaic Holdings, Inc. | 0.00% | Add +9.3% | 5,491 | $243K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.0% | 5,407 | $239K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -10.4% | 5,174 | $229K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 5,064 | $224K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 4,905 | $217K |
| Creative Planning | 0.00% | Add +0.0% | 4,576 | $203K |
| Wiser Advisor Group LLC | 0.29% | Add +0.0% | 4,468 | $198K |
| Bank of Montreal | 0.00% | New | 705 | $131K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.1% | 2,944 | $130K |
| MAI Capital Management | 0.00% | New | 2,475 | $110K |
| Kessler Investment Group, LLC | 0.05% | Reduce -34.5% | 2,362 | $105K |
| Register Financial Advisors LLC | 0.05% | No change | 2,052 | $91K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.4% | 1,677 | $74K |
| Atlatl Advisers LLC | 0.03% | — | 1,305 | $58K |
| Cwm, LLC | 0.00% | No change | 1,225 | $54K |
| FMR LLC | 0.00% | Add +1.3% | 1,214 | $54K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,140 | $51K |
| Global Retirement Partners, LLC | 0.00% | No change | 915 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 783 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.3% | 771 | $34K |
| NewEdge Advisors, LLC | 0.00% | No change | 721 | $32K |
| NFSG Corp | 0.01% | New | 705 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | Add +494.4% | 642 | $30K |
| Citigroup Inc. | 0.00% | No change | 600 | $27K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.1% | 579 | $26K |
| Addison Advisors LLC | 0.01% | No change | 567 | $25K |
| Richardson Capital Management LLC | 0.01% | No change | 479 | $21K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 426 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | New | 396 | $18K |
| Northwest Capital Management Inc | 0.01% | No change | 386 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 375 | $17K |
| New Millennium Group LLC | 0.01% | No change | 300 | $13K |
| Spire Wealth Management | 0.00% | No change | 289 | $13K |
| Wagner Wealth Management, LLC | 0.00% | No change | 207 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 150 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 147 | $7K |
| Key Financial Inc | 0.00% | No change | 141 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -98.3% | 141 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 120 | $5K |
| Avior Wealth Management, LLC | 0.00% | No change | 99 | $4K |
| US Bancorp \de | 0.00% | No change | 99 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 75 | $3K |
| Comerica Bank | 0.00% | Reduce -55.1% | 57 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 45 | $2K |
| Transce3nd, LLC | 0.00% | — | 21 | $930 |
| Simplex Trading, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is PSCH's weight in each manager's 13F, not the share of Invesco S&P Smallcap Health the manager owns.