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Get Institutions for : 
Invesco S&P SmallCap Health Care ETF (PSCH)  
$43.53 0.40 (0.93%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    1
Total shares held : 
 1,135,715  
% of shares held : 
 40.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 -187,883  
% of shares held change : 
   -6.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $37.07  
Last Quarter's Ending Price : 
 $42.80  
Last Quarter's Average Price : 
 $37.62  
Change from last quarter's     
avg. price to the last closing  : 
5.91 (15.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 51,551
 4.54%
 
Increased Positions :
12
 22,264
 1.96%
 
Unchanged Positions :
25
 34,924
 3.08%
 
Decreased Positions :
31
-236,930
-20.86%
 
Closed Positions :
6
-24,768
-2.18%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MONTECITO BANK & TRUST 111 - 2024-03-31 25,035 $1,095,000 0
   ALPINE WOODS CAPITAL INVESTORS LLC 156 - 2024-03-31 7,500 $308,000 0
   Riggs Asset Managment Co. Inc. 135 - 2024-03-31 1,140 $50,000 0
   Global Retirement Partners LLC 1488 - 2024-03-31 915 $40,000 0
   PNC FINANCIAL SERVICES GROUP INC 3155 - 2024-03-31 783 $34,000 0
   BESSEMER GROUP INC 1395 - 2023-12-31 750 $32,000 0
   Goss Wealth Management LLC 2389 - 2023-12-31 721 $31,000 0
   CITIGROUP INC 4011 - 2024-03-31 600 $26,000 0
   Addison Advisors LLC 435 - 2024-03-31 567 $25,000 0
   TUCKER ASSET MANAGEMENT LLC 353 - 2023-12-31 507 $22,000 0
   GLENMEDE TRUST CO NA 1258 - 2023-12-31 471 $20,000 0
   Ambassador Advisors LLC 217 - 2023-12-31 471 $19,000 0
   OPTIMUM INVESTMENT ADVISORS 458 - 2024-03-31 429 $19,000 0
   SOA Wealth Advisors LLC. 450 - 2024-03-31 426 $19,000 0
   Northwest Capital Management Inc 327 - 2024-03-31 386 $17,000 0
   Qube Research & Technologies Ltd 3097 - 2023-12-31 370 $16,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1623 - 2023-12-31 375 $16,000 0
   New Millennium Group LLC 183 - 2023-12-31 300 $13,000 0
   BROWN BROTHERS HARRIMAN & CO 954 - 2024-03-31 300 $13,000 0
   Capital Investment Advisory Services LLC 807 - 2024-03-31 249 $11,000 0
   IFP Advisors Inc 2137 - 2023-12-31 246 $11,000 0
   Founders Financial Alliance LLC 460 - 2023-12-31 147 $6,000 0
   Key Financial Inc 891 - 2024-03-31 141 $6,000 0
   Householder Group Estate & Retirement Specialist L 924 - 2024-03-31 114 $5,000 0
   US BANCORP 3529 - 2024-03-31 99 $4,000 0
   PROEQUITIES INC. 6635 - 2024-03-31 0 $0 0
  26 Records found
  1    
  Page 1 of 1
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