Invesco S&P Smallcap HealthPSCHETF
13F holders, Q3 2025 (September 30)70holders +5
12new positions
8sold out
1famous investor
$41.61avg. 13F price*
At the end of Q3 2025, 70 institutions reported holding Invesco S&P Smallcap Health (PSCH) in their 13F filings, up 5 from Q2 2025. 12 opened new positions and 8 sold out. The largest holders were G&S Capital LLC ($3.1M), Morgan Stanley ($2.2M) and LPL Financial LLC ($1.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.4M |
| Exits | 8 | $740K |
All 13F filers, Q2 2025 → Q3 2025: 121,800 shares bought and 112,844 shares sold, net +8,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| G&S Capital LLC | 1.13% | New | 73,414 | $3.1M |
| Morgan Stanley | 0.00% | Reduce -10.6% | 53,269 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -15.7% | 44,982 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -23.2% | 44,586 | $1.9M |
| Pacific Sun Financial Corp | 0.78% | Reduce -15.3% | 38,847 | $1.6M |
| UBS Group AG | 0.00% | Reduce -5.7% | 34,859 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | Add +26.3% | 31,039 | $1.3M |
| Virtu Financial LLC | 0.07% | Add +11.5% | 30,962 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +21.2% | 28,752 | $1.2M |
| Bank of America Corp. | 0.00% | Add +4.7% | 25,983 | $1.1M |
| MGB Wealth Management, LLC | 0.29% | No change | 24,775 | $1.0M |
| Wbi Investments, LLC | 0.25% | Reduce -53.2% | 23,881 | $994K |
| Montecito Bank & Trust | 0.14% | — | 22,233 | $925K |
| Susquehanna International Group, LLP | 0.00% | New | 18,014 | $749K |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.9% | 17,805 | $740K |
| Citadel Advisors | 0.00% | Reduce -9.2% | 17,464 | $727K |
| McGuire Investment Group, LLC | 0.07% | Reduce -0.8% | 14,553 | $605K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -12.4% | 12,149 | $505K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.2% | 12,133 | $505K |
| Raymond James Financial Inc. | 0.00% | Reduce -19.5% | 11,879 | $494K |
| Cascade Financial Partners, LLC | 0.06% | Reduce -18.9% | 11,689 | $486K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.4% | 10,200 | $424K |
| Mission Hills Financial Advisory, LLC | 0.20% | Reduce -1.0% | 9,071 | $377K |
| Cetera Investment Advisers | 0.00% | Reduce -15.1% | 8,674 | $361K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.3% | 7,593 | $316K |
| NTV Asset Management LLC | 0.03% | No change | 7,575 | $315K |
| Somerset Trust Co | 0.10% | Reduce -3.4% | 7,534 | $313K |
| Alpine Woods Capital Investors, LLC | 0.07% | No change | 7,500 | $312K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -15.2% | 6,698 | $286K |
| Osaic Holdings, Inc. | 0.00% | Add +11.6% | 5,992 | $247K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 5,409 | $225K |
| HighTower Advisors, LLC | 0.00% | Add +3.6% | 5,270 | $219K |
| Park Avenue Securities LLC | 0.00% | New | 5,102 | $212K |
| Stifel Financial Corp. | 0.00% | Reduce -12.7% | 4,821 | $201K |
| Jones Financial Companies LLLP | 0.00% | Reduce -37.9% | 4,701 | $193K |
| Harbour Investments, Inc. | 0.00% | New | 3,703 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.3% | 2,846 | $118K |
| MAI Capital Management | 0.00% | Add +3.6% | 2,565 | $107K |
| Dagco, Inc. | 0.02% | No change | 1,950 | $81K |
| Wiser Advisor Group LLC | 0.09% | New | 1,818 | $76K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,362 | $57K |
| FMR LLC | 0.00% | Reduce -5.5% | 987 | $41K |
| Global Retirement Partners, LLC | 0.00% | No change | 915 | $38K |
| NewEdge Advisors, LLC | 0.00% | No change | 721 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.1% | 720 | $30K |
| Cwm, LLC | 0.00% | No change | 646 | $27K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 600 | $25K |
| Citigroup Inc. | 0.00% | No change | 600 | $25K |
| Rockefeller Capital Management L.P. | 0.00% | New | 600 | $25K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 582 | $24K |
| Addison Advisors LLC | 0.01% | No change | 567 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 396 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 376 | $16K |
| Truvestments Capital LLC | 0.00% | New | 282 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -65.0% | 272 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.3% | 259 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 240 | $10K |
| Spire Wealth Management | 0.00% | No change | 187 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.7% | 151 | $6K |
| Founders Financial Alliance, LLC | 0.00% | New | 147 | $6K |
| Key Financial Inc | 0.00% | No change | 141 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -93.2% | 141 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 120 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 120 | $5K |
| NFSG Corp | 0.00% | No change | 57 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.7% | 50 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 45 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 39 | $2K |
| Evolution Wealth Management Inc. | 0.00% | New | 33 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 18 | $749 |
"% 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.