PSCH Institutional Ownership
Invesco S&P SmallCap Health Care ETF
1W: -2.2%
1M: -5.9%
3M: -4.7%
YTD: +17.7%
1Y: +22.8%
3Y: +36.6%
5Y: -15.9%
$51.63
+0.35 (+0.69%)
Weekly Expected Move ±2.2%
$49
$51
$52
$53
$54
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PSCH
87
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
35M
Total Invested
16
New Positions
18
Increased
27
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (95 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 81,354 | 4M | +36,744 | +82.4% | 15Q | SEC ↗ |
| 2 | IHT Wealth Management, LLC | 60,120 | 3M | -4,322 | -6.7% | 10Q | SEC ↗ |
| 3 | MORGAN STANLEY | 49,245 | 3M | +4,256 | +9.5% | 33Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 48,607 | 3M | +7,278 | +17.6% | 33Q | SEC ↗ |
| 5 | LPL Financial LLC | 45,601 | 2M | +4,957 | +12.2% | 33Q | SEC ↗ |
| 6 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, | 27,403 | 1M | +174 | +0.6% | 2Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 25,746 | 1M | -2,384 | -8.5% | 33Q | SEC ↗ |
| 8 | Beacon Pointe Advisors, LLC | 24,626 | 1M | +19,217 | +355.3% | 25Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 21,800 | 1M | +7,914 | +57.0% | 7Q | SEC ↗ |
| 10 | Montecito Bank & Trust | 21,207 | 1M | -774 | -3.5% | 4Q | SEC ↗ |
| 11 | UBS Group AG | 20,891 | 1M | -1,386 | -6.2% | 33Q | SEC ↗ |
| 12 | McGuire Investment Group, LLC | 15,281 | 789K | +211 | +1.4% | 17Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 13,089 | 676K | +182 | +1.4% | 16Q | SEC ↗ |
| 14 | Pacific Sun Financial Corp | 13,070 | 675K | -10,223 | -43.9% | 13Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 12,440 | 642K | -1,757 | -12.4% | 33Q | SEC ↗ |
| 16 | WBI INVESTMENTS, LLC | 11,416 | 589K | +613 | +5.7% | 17Q | SEC ↗ |
| 17 | MILLINGTON SECURITIES, LLC NEW | 10,803 | 558K | — | +0.0% | 1Q | SEC ↗ |
| 18 | HARBOR CAPITAL ADVISORS, INC. | 10,003 | 516K | -22,328 | -69.1% | 3Q | SEC ↗ |
| 19 | Gladstone Institutional Advisory LLC | 9,862 | 509K | +1,284 | +15.0% | 2Q | SEC ↗ |
| 20 | Cordoba Advisory Partners LLC | 9,514 | 491K | -162 | -1.7% | 3Q | SEC ↗ |
| 21 | Cascade Financial Partners, LLC | 9,441 | 487K | -1,249 | -11.7% | 10Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 8,908 | 460K | -1,545 | -14.8% | 6Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 7,956 | 411K | +3,498 | +78.5% | 26Q | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 7,593 | 392K | — | +0.0% | 29Q | SEC ↗ |
| 25 | Kovack Advisors, Inc. NEW | 7,548 | 390K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Somerset Trust Co | 7,534 | 389K | — | +0.0% | 33Q | SEC ↗ |
| 27 | ALPINE WOODS CAPITAL INVESTORS, LLC | 7,500 | 387K | — | +0.0% | 31Q | SEC ↗ |
| 28 | Chicago Partners Investment Group LLC | 7,007 | 362K | +400 | +6.1% | 6Q | SEC ↗ |
| 29 | NTV Asset Management LLC | 6,700 | 346K | -750 | -10.1% | 33Q | SEC ↗ |
| 30 | Wealthcare Advisory Partners LLC NEW | 6,294 | 325K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors NEW | 5,803 | 300K | — | +0.0% | 1Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 5,480 | 283K | +29 | +0.5% | 33Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 5,346 | 276K | +76 | +1.4% | 9Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,793 | 247K | -34,003 | -87.6% | 4Q | SEC ↗ |
| 35 | PARK AVENUE SECURITIES LLC | 4,411 | 228K | -2,388 | -35.1% | 4Q | SEC ↗ |
| 36 | Creative Planning NEW | 4,197 | 217K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Essex Financial Services, Inc. NEW | 3,999 | 206K | — | +0.0% | 1Q | SEC ↗ |
| 38 | KLINGENSTEIN FIELDS & CO LP NEW | 3,985 | 206K | — | +0.0% | 1Q | SEC ↗ |
| 39 | MERIDIAN INVESTMENT COUNSEL INC. NEW | 3,909 | 202K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Fiduciary Trust Co NEW | 3,825 | 197K | — | +0.0% | 1Q | SEC ↗ |
| 41 | NewEdge Advisors, LLC | 3,714 | 192K | +3,314 | +828.5% | 15Q | SEC ↗ |
| 42 | JONES FINANCIAL COMPANIES LLLP | 3,211 | 166K | +116 | +3.7% | 9Q | SEC ↗ |
| 43 | HARBOUR INVESTMENTS, INC. | 3,113 | 161K | -438 | -12.3% | 4Q | SEC ↗ |
| 44 | Steward Partners Investment Advisory, | 2,772 | 143K | — | +0.0% | 29Q | SEC ↗ |
| 45 | Register Financial Advisors LLC | 2,052 | 106K | — | +0.0% | 3Q | SEC ↗ |
| 46 | Wiser Advisor Group LLC | 1,818 | 94K | — | +0.0% | 4Q | SEC ↗ |
| 47 | FMR LLC | 1,056 | 55K | +14 | +1.3% | 31Q | SEC ↗ |
| 48 | Global Retirement Partners, LLC NEW | 915 | 47K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Tower Research Capital LLC (TRC) | 848 | 44K | -29,112 | -97.2% | 32Q | SEC ↗ |
| 50 | JPMORGAN CHASE & CO | 725 | 37K | -4,463 | -86.0% | 22Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| MILLINGTON SECURITIES, LLC | 10,803 | 558K |
| Kovack Advisors, Inc. | 7,548 | 390K |
| Wealthcare Advisory Partners LLC | 6,294 | 325K |
| Cambridge Investment Research Advis | 5,803 | 300K |
| Creative Planning | 4,197 | 217K |
| Essex Financial Services, Inc. | 3,999 | 206K |
| KLINGENSTEIN FIELDS & CO LP | 3,985 | 206K |
| MERIDIAN INVESTMENT COUNSEL INC. | 3,909 | 202K |
| Fiduciary Trust Co | 3,825 | 197K |
| Global Retirement Partners, LLC | 915 | 47K |
| Allspring Global Investments Holdin | 605 | 31K |
| Farther Finance Advisors, LLC | 400 | 21K |
| Institute for Wealth Management, LL | 240 | 12K |
| MERCER GLOBAL ADVISORS INC /ADV | 122 | 6K |
| Integrated Wealth Concepts LLC | 29 | 1K |
| Copeland Capital Management, LLC | 12 | 1K |
| FIFTH THIRD BANCORP | 9 | 0K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| G&S Capital LLC | 73,996 | 4M |
| FLOW TRADERS U.S. LLC | 28,838 | 1M |
| HOHIMER WEALTH MANAGEMENT, LLC | 23,792 | 1M |
| Virtu Financial LLC | 11,641 | 601K |
| CITADEL ADVISORS LLC | 10,110 | 522K |
| Mission Hills Financial Advisory, L | 8,576 | 443K |
| JANE STREET GROUP, LLC | 7,956 | 411K |
| MAI Capital Management | 2,565 | 132K |
| DAGCO, INC. | 1,950 | 101K |
| Western Wealth Management, LLC | 1,194 | 62K |
| Ritter Daniher Financial Advisory L | 881 | 45K |
| SIMPLEX TRADING, LLC | 699 | 36K |
| Addison Advisors LLC | 567 | 29K |
| Rossby Financial, LCC | 201 | 10K |
| Advisory Services Network, LLC | 120 | 6K |
| OPTIMA CAPITAL LLC | 114 | 6K |
| CITIGROUP INC | 1 | 0K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +36,744 | +82.4% | 81,354 |
| Beacon Pointe Advisors, LLC | +19,217 | +355.3% | 24,626 |
| RAYMOND JAMES FINANCIAL INC | +7,914 | +57.0% | 21,800 |
| WELLS FARGO & COMPANY/MN | +7,278 | +17.6% | 48,607 |
| LPL Financial LLC | +4,957 | +12.2% | 45,601 |
| MORGAN STANLEY | +4,256 | +9.5% | 49,245 |
| OSAIC HOLDINGS, INC. | +3,498 | +78.5% | 7,956 |
| NewEdge Advisors, LLC | +3,314 | +828.5% | 3,714 |
| Gladstone Institutional Advisory LL | +1,284 | +15.0% | 9,862 |
| WBI INVESTMENTS, LLC | +613 | +5.7% | 11,416 |
| Chicago Partners Investment Group L | +400 | +6.1% | 7,007 |
| Sunbelt Securities, Inc. | +300 | +1250.0% | 324 |
| McGuire Investment Group, LLC | +211 | +1.4% | 15,281 |
| AMERIPRISE FINANCIAL INC | +182 | +1.4% | 13,089 |
| PARR MCKNIGHT WEALTH MANAGEMENT GRO | +174 | +0.6% | 27,403 |
| JONES FINANCIAL COMPANIES LLLP | +116 | +3.7% | 3,211 |
| HighTower Advisors, LLC | +76 | +1.4% | 5,346 |
| COMMONWEALTH EQUITY SERVICES, LLC | +29 | +0.5% | 5,480 |
| FMR LLC | +14 | +1.3% | 1,056 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -34,003 | -87.6% | 4,793 |
| Tower Research Capital LLC (TRC) | -29,112 | -97.2% | 848 |
| HARBOR CAPITAL ADVISORS, INC. | -22,328 | -69.1% | 10,003 |
| Pacific Sun Financial Corp | -10,223 | -43.9% | 13,070 |
| JPMORGAN CHASE & CO | -4,463 | -86.0% | 725 |
| IHT Wealth Management, LLC | -4,322 | -6.7% | 60,120 |
| PARK AVENUE SECURITIES LLC | -2,388 | -35.1% | 4,411 |
| ROYAL BANK OF CANADA | -2,384 | -8.5% | 25,746 |
| ENVESTNET ASSET MANAGEMENT INC | -1,757 | -12.4% | 12,440 |
| Cetera Investment Advisers | -1,545 | -14.8% | 8,908 |
| UBS Group AG | -1,386 | -6.2% | 20,891 |
| Cascade Financial Partners, LLC | -1,249 | -11.7% | 9,441 |
| Montecito Bank & Trust | -774 | -3.5% | 21,207 |
| NTV Asset Management LLC | -750 | -10.1% | 6,700 |
| HARBOUR INVESTMENTS, INC. | -438 | -12.3% | 3,113 |
| Cordoba Advisory Partners LLC | -162 | -1.7% | 9,514 |
| Qube Research & Technologies Ltd | -37 | -29.4% | 89 |