Invesco S&P Smallcap HealthPSCHETF
13F holders, Q1 2026 (March 31)71holders +1
9new positions
7sold out
$41.15avg. 13F price*
At the end of Q1 2026, 71 institutions reported holding Invesco S&P Smallcap Health (PSCH) in their 13F filings, up 1 from Q4 2025. 9 opened new positions and 7 sold out. The largest holders were IHT Wealth Management, LLC ($2.7M), Morgan Stanley ($1.9M) and Bank of America Corp. ($1.8M).
- Company
- Invesco S&P Smallcap Health
- CUSIP
- 46138E149
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.5M |
| Exits | 7 | $5.2M |
All 13F filers, Q4 2025 → Q1 2026: 184,752 shares bought and 223,289 shares sold, net −38,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| IHT Wealth Management, LLC | 0.06% | Add +197.7% | 64,442 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -41.1% | 44,989 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -35.4% | 44,610 | $1.8M |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 41,329 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -24.2% | 40,644 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +510.1% | 38,796 | $1.6M |
| Harbor Capital Advisors, Inc. | 0.11% | Reduce -15.8% | 32,331 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +107.4% | 29,960 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | New | 28,838 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 28,130 | $1.2M |
| Parr McKnight Wealth Management Group, LLC | 0.15% | New | 27,229 | $1.1M |
| Pacific Sun Financial Corp | 0.46% | Reduce -18.9% | 23,293 | $958K |
| UBS Group AG | 0.00% | Reduce -8.6% | 22,277 | $917K |
| Montecito Bank & Trust | 0.15% | No change | 21,981 | $904K |
| McGuire Investment Group, LLC | 0.07% | Add +3.9% | 15,070 | $620K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 14,197 | $584K |
| Raymond James Financial Inc. | 0.00% | Add +12.6% | 13,886 | $571K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.1% | 12,907 | $530K |
| Virtu Financial LLC | 0.02% | New | 11,641 | $479K |
| Wbi Investments, LLC | 0.12% | Reduce -56.5% | 10,803 | $445K |
| Millington Securities, LLC | 0.12% | — | 10,803 | $445K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -1.4% | 10,690 | $440K |
| Cetera Investment Advisers | 0.00% | Reduce -6.2% | 10,453 | $430K |
| Cordoba Advisory Partners LLC | 0.11% | No change | 9,676 | $395K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 8,578 | $353K |
| Jane Street Group, LLC | 0.00% | New | 7,956 | $327K |
| Baird Financial Group, Inc. | 0.00% | No change | 7,593 | $312K |
| Somerset Trust Co | 0.10% | No change | 7,534 | $310K |
| Alpine Woods Capital Investors, LLC | 0.07% | No change | 7,500 | $309K |
| NTV Asset Management LLC | 0.03% | Reduce -1.6% | 7,450 | $307K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,607 | $293K |
| Park Avenue Securities LLC | 0.00% | Add +0.2% | 6,799 | $280K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.5% | 5,451 | $224K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 5,409 | $223K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.0% | 5,270 | $217K |
| JPMorgan Chase & Co. | 0.00% | Add +10276.0% | 5,188 | $203K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.1% | 4,458 | $183K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.3% | 3,551 | $146K |
| Jones Financial Companies LLLP | 0.00% | Reduce -23.2% | 3,095 | $121K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,772 | $114K |
| MAI Capital Management | 0.00% | No change | 2,565 | $106K |
| Register Financial Advisors LLC | 0.03% | Add +11.4% | 2,052 | $84K |
| Dagco, Inc. | 0.02% | No change | 1,950 | $80K |
| Wiser Advisor Group LLC | 0.09% | No change | 1,818 | $75K |
| FMR LLC | 0.00% | Reduce -15.3% | 1,042 | $43K |
| Simplex Trading, LLC | 0.00% | New | 699 | $29K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 676 | $28K |
| Cwm, LLC | 0.00% | No change | 646 | $27K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 600 | $25K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 582 | $24K |
| Addison Advisors LLC | 0.01% | No change | 567 | $23K |
| NewEdge Advisors, LLC | 0.00% | No change | 400 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 396 | $16K |
| Sunbelt Securities, Inc. | 0.00% | Add +1250.0% | 324 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -62.5% | 270 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 240 | $10K |
| Rossby Financial, LCC | 0.00% | New | 201 | $8K |
| Pursuit Wealth Strategies, LLC | 0.01% | No change | 198 | $8K |
| Spire Wealth Management | 0.00% | No change | 187 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 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% | No change | 141 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -16.6% | 126 | $5K |
| 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 |
| International Assets Investment Management, LLC | 0.00% | No change | 48 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 39 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 33 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 21 | $864 |
"% 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.