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 36 institutions that hold shares in the stock, with a total of 926,512 shares, which have been reported (via 13F filing form) to have a value of $12.6 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
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 76.01%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
137,934
shares
|
$1.86 Million
0.28% of portfolio
|
Q2 2025
Added 35.32%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
137,934
shares
|
$1.86 Million
0.28% of portfolio
|
Q2 2025
Added 41.81%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
121,757
shares
|
$1.64 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
85,046
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
49,910
shares
|
$672,287
0.0% of portfolio
|
Q1 2025
Added 163.93%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
44,276
shares
|
$596,397
0.12% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
30,625
shares
|
$412,518
0.04% of portfolio
|
Q1 2025
Added 34.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
28,926
shares
|
$389,633
0.01% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
23,750
shares
|
$319,912
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
21,113
shares
|
$284,392
0.01% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
16,726
shares
|
$225,299
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
16,469
shares
|
$221,837
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
10,694
shares
|
$144,048
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
10,485
shares
|
$141,232
0.07% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,309
shares
|
$138,862
0.0% of portfolio
|
Q1 2025
Reduced 73.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,156
shares
|
$123,331
0.0% of portfolio
|
Q4 2024
Reduced 44.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,658
shares
|
$116,623
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$53,880
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,969
shares
|
$39,992
0.0% of portfolio
|
Q2 2025
Reduced 42.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,785
shares
|
$24,043
0.0% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,600
shares
|
$21,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
1,545
shares
|
$20,811
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,376
shares
|
$18,534
0.0% of portfolio
|
Q1 2025
Reduced 69.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,351
shares
|
$18,197
0.0% of portfolio
|
Q1 2025
New holding
|