INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2016 to Q4 2025

Type / Class
Equity / S&P SMLCP HELT
Symbol
PSCH
Price per share
$44.06
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
713,665
Total reported value
$29,693,365
% of total 13F portfolios
0%
Share change
+8,851
Value change
+$396,894
Number of holders
71
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 71 institutional investors reported holding 713,665 shares of INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH).

Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 38,368 $1,690,488 +$62,998 $44.06 5
2025 Q3 713,665 $29,693,365 +$396,894 $41.60 71
2025 Q2 682,476 $27,342,854 -$3,239,103 $40.07 66
2025 Q1 782,346 $33,798,713 -$2,629,490 $43.28 70
2024 Q4 840,570 $37,236,844 -$2,361,583 $44.29 78
2024 Q3 887,473 $40,954,317 -$6,556,892 $46.16 80
2024 Q2 1,024,010 $43,689,132 -$6,877,416 $42.60 80
2024 Q1 1,153,949 $50,380,975 -$5,954,492 $43.74 79
2023 Q4 1,084,494 $46,410,717 -$8,319,202 $42.80 77
2023 Q3 1,335,280 $50,138,735 +$30,109,891 $37.55 74
2023 Q2 500,290 $66,641,304 -$1,041,119 $133.32 71
2023 Q1 493,105 $64,584,626 -$16,698,532 $130.97 84
2022 Q4 643,694 $84,885,577 +$7,811,498 $131.99 92
2022 Q3 543,022 $71,438,710 -$324,742 $131.65 93
2022 Q2 581,461 $79,583,369 -$1,639,065 $136.84 94
2022 Q1 577,636 $93,030,800 -$11,248,873 $160.96 101
2021 Q4 666,603 $119,628,537 +$391,294 $179.64 105
2021 Q3 653,979 $119,357,072 -$1,146,674 $182.54 97
2021 Q2 648,627 $125,524,944 +$7,763,229 $193.77 102
2021 Q1 609,352 $112,135,683 -$31,143,413 $183.97 93
2020 Q4 778,535 $132,285,678 -$10,005,364 $169.88 85
2020 Q3 849,190 $112,230,882 -$16,650,761 $132.08 72
2020 Q2 1,028,927 $124,603,218 +$7,870,625 $121.11 72
2020 Q1 968,981 $100,302,745 -$35,445,388 $103.36 81
2019 Q4 1,299,197 $167,888,494 +$34,825,649 $129.22 89
2019 Q3 1,046,168 $118,670,239 -$7,174,895 $113.45 85
2019 Q2 1,108,215 $130,606,043 -$90,794,509 $117.89 83
2019 Q1 1,860,555 $214,913,179 -$24,488,539 $115.52 97
2018 Q4 2,081,526 $223,922,785 -$54,703,081 $107.52 103
2018 Q3 2,559,139 $359,075,099 +$93,787,127 $140.37 116
2018 Q2 1,834,111 $235,852,335 +$235,852,372 $128.49 79
2016 Q1 921 $107,000 $0 $116.18 1