Institutional Ownership Invesco ETF Tr Ii S&P Smallcap (XSHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHD). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 728,620 shares, which have been reported (via 13F filing form) to have a value of $9.66 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
144,940
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Added 76.01%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
101,930
shares
|
$1.35 Million
0.29% of portfolio
|
Q1 2025
Added 35.38%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
97,268
shares
|
$1.29 Million
0.23% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
85,046
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
49,910
shares
|
$661,806
0.0% of portfolio
|
Q1 2025
Added 163.93%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
44,408
shares
|
$588,850
0.14% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
30,625
shares
|
$406,087
0.04% of portfolio
|
Q1 2025
Added 34.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
28,926
shares
|
$383,558
0.01% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
23,750
shares
|
$314,925
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
21,113
shares
|
$279,958
0.01% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
16,726
shares
|
$221,786
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
16,469
shares
|
$218,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
10,694
shares
|
$141,802
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,309
shares
|
$136,697
0.0% of portfolio
|
Q1 2025
Reduced 73.08%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
10,270
shares
|
$136,180
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,156
shares
|
$121,408
0.0% of portfolio
|
Q4 2024
Reduced 44.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,658
shares
|
$114,805
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,187
shares
|
$68,779
0.0% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$53,040
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,785
shares
|
$23,669
0.0% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
1,545
shares
|
$20,486
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,376
shares
|
$18,245
0.0% of portfolio
|
Q1 2025
Reduced 69.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,351
shares
|
$17,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
779
shares
|
$10,329
0.0% of portfolio
|
Q4 2023
Reduced 52.73%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
650
shares
|
$8,619
0.0% of portfolio
|
Q1 2025
New holding
|