Invesco S&P Smallcap HealthPSCHETF
13F holders, Q1 2025 (March 31)69holders −10
4new positions
13sold out
1famous investor
$43.20avg. 13F price*
At the end of Q1 2025, 69 institutions reported holding Invesco S&P Smallcap Health (PSCH) in their 13F filings, down 10 from Q4 2024. 4 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($3.6M), Wells Fargo & Company ($3.0M) and LPL Financial LLC ($2.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.6M |
| Exits | 13 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 97,464 shares bought and 157,062 shares sold, net −59,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Morgan Stanley | 0.00% | Reduce -3.7% | 84,062 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -20.4% | 69,710 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 53,651 | $2.3M |
| Wbi Investments, LLC | 0.60% | Reduce -48.5% | 52,776 | $2.3M |
| Pacific Sun Financial Corp | 1.20% | Reduce -4.9% | 48,686 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +113.2% | 37,191 | $1.6M |
| Virtu Financial LLC | 0.09% | New | 36,428 | $1.6M |
| UBS Group AG | 0.00% | Add +3.9% | 32,226 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -4.9% | 24,789 | $1.1M |
| MGB Wealth Management, LLC | 0.39% | Reduce -8.3% | 24,775 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +1.5% | 24,666 | $1.1M |
| Montecito Bank & Trust | 0.17% | Reduce -10.2% | 22,338 | $967K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +101.5% | 21,249 | $920K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 17,331 | $750K |
| McGuire Investment Group, LLC | 0.11% | Reduce -1.7% | 17,297 | $749K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.4% | 16,706 | $723K |
| Cascade Financial Partners, LLC | 0.08% | Reduce -24.6% | 14,560 | $630K |
| IHT Wealth Management, LLC | 0.02% | Reduce -11.8% | 14,254 | $617K |
| Jones Financial Companies LLLP | 0.00% | Reduce -9.5% | 12,103 | $506K |
| Cetera Investment Advisers | 0.00% | New | 11,535 | $499K |
| Chicago Partners Investment Group LLC | 0.02% | New | 11,998 | $477K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.8% | 10,605 | $459K |
| Mission Hills Financial Advisory, LLC | 0.28% | Add +1.1% | 9,181 | $397K |
| Baird Financial Group, Inc. | 0.00% | Reduce -30.8% | 8,194 | $355K |
| Somerset Trust Co | 0.12% | No change | 7,797 | $337K |
| NTV Asset Management LLC | 0.04% | Reduce -5.6% | 7,575 | $328K |
| Alpine Woods Capital Investors, LLC | 0.08% | No change | 7,500 | $325K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -46.4% | 6,757 | $292K |
| Citadel Advisors | 0.00% | Reduce -53.5% | 6,740 | $292K |
| Osaic Holdings, Inc. | 0.00% | Add +21.4% | 6,667 | $289K |
| Sava Infond d.o.o. | 0.05% | No change | 6,100 | $264K |
| Focus Financial Network, Inc. | 0.01% | Reduce -6.4% | 5,850 | $253K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 5,700 | $247K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.0% | 5,409 | $234K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 5,174 | $224K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 5,065 | $219K |
| Wiser Advisor Group LLC | 0.29% | Add +0.0% | 4,469 | $193K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,944 | $127K |
| Kessler Investment Group, LLC | 0.06% | Add +16.6% | 2,753 | $119K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1752.5% | 2,612 | $113K |
| MAI Capital Management | 0.00% | No change | 2,475 | $107K |
| Register Financial Advisors LLC | 0.05% | No change | 2,052 | $89K |
| FMR LLC | 0.00% | Add +60.5% | 1,948 | $84K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,140 | $49K |
| JPMorgan Chase & Co. | 0.00% | Reduce -37.6% | 1,047 | $45K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 783 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.8% | 777 | $34K |
| Cwm, LLC | 0.00% | Reduce -39.1% | 746 | $32K |
| NewEdge Advisors, LLC | 0.00% | No change | 721 | $31K |
| Citigroup Inc. | 0.00% | No change | 600 | $26K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 582 | $25K |
| Qube Research & Technologies Ltd | 0.00% | No change | 579 | $25K |
| Addison Advisors LLC | 0.01% | No change | 567 | $25K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 426 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 396 | $17K |
| Northwest Capital Management Inc | 0.01% | No change | 386 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.3% | 376 | $16K |
| New Millennium Group LLC | 0.01% | No change | 300 | $13K |
| Spire Wealth Management | 0.00% | Reduce -35.3% | 187 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 150 | $7K |
| Key Financial Inc | 0.00% | No change | 141 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 120 | $5K |
| US Bancorp \de | 0.00% | No change | 99 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -83.2% | 108 | $4K |
| NFSG Corp | 0.00% | Reduce -91.9% | 57 | $2K |
| Comerica Bank | 0.00% | No change | 57 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 45 | $2K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -81.2% | 39 | $2K |
| Transce3nd, LLC | 0.00% | Reduce -14.3% | 18 | $779 |
"% 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.