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Get Institutions for : 
Invesco S&P SmallCap Health Care ETF (PSCH)  
$43.41 0.03 (0.07%) as of 4:30 Tue 5/21


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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  : 
5.79 (15.39%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 2078 - 2024-03-31 95,974 $4,198,000 -907
   WEALTH BUILDERS 28 - 2024-03-31 91,081 $3,984,000 -107,321
   PACIFIC SUN FINANCIAL CORP 12 - 2024-03-31 58,583 $2,562,000 -2,395
   BANK OF AMERICA CORP /DE/ 3801 - 2024-03-31 33,171 $1,451,000 -10,815
   ROYAL BANK OF CANADA 2774 - 2024-03-31 30,513 $1,334,000 -1,107
   ENVESTNET ASSET MANAGEMENT INC 2821 - 2024-03-31 30,023 $1,313,000 -6,781
   McGuire Investment Group LLC 68 - 2024-03-31 28,232 $1,235,000 -6,702
   J P MORGAN CHASE & CO 3275 - 2024-03-31 26,620 $1,164,000 -14,496
   Advisor Group Holdings Inc. 2372 - 2024-03-31 21,652 $947,000 -5,151
   AMERIPRISE FINANCIAL INC 3134 - 2024-03-31 20,352 $890,000 -143
   CITADEL ADVISORS LLC 3233 - 2024-03-31 19,336 $846,000 -5,174
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2218 - 2024-03-31 17,239 $754,000 -3,186
   COMMONWEALTH EQUITY SERVICES LLC. 2715 - 2024-03-31 12,639 $553,000 -996
   Baird Financial Group Inc. 1360 - 2024-03-31 12,208 $534,000 -47
   CEERA INVESTMENTS LLC 61 - 2024-03-31 11,552 $505,000 -5,808
   FINANCIAL NETWORK 1962 - 2024-03-31 10,768 $471,000 -650
   NTV ASSET MANAGEMENT LLC 186 - 2024-03-31 9,150 $400,000 -1,500
   Somerset Trust Co 108 - 2024-03-31 7,797 $341,000 -219
   MML INVESTORS SERVICES LLC 2037 - 2024-03-31 7,505 $328,000 -5,391
   Equitable Holdings Inc. 936 - 2024-03-31 7,359 $322,000 -1,534
   SeaCrest Wealth Management LLC 464 - 2024-03-31 6,371 $279,000 -82
   RAYMOND JAMES & ASSOCIATES 3412 - 2024-03-31 5,912 $259,000 -419
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2845 - 2024-03-31 5,549 $243,000 -627
   Wiser Advisor Group LLC 51 - 2024-03-31 4,490 $196,000 -28
   CWM LLC 1797 - 2024-03-31 2,564 $112,000 -297
   FMR LLC 3512 - 2024-03-31 944 $41,000 -28
   Spire Wealth Management 1630 - 2024-03-31 288 $13,000 -342
   GRADIENT INVESTMENTS LLC 1608 - 2024-03-31 1 $0 -69
  28 Records found
  1    
  Page 1 of 1
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