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 21 institutions that hold shares in the stock, with a total of 444,963 shares, which have been reported (via 13F filing form) to have a value of $6.48 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
75,291
shares
|
$1.1 Million
0.24% of portfolio
|
Q4 2024
Added 97.5%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
75,291
shares
|
$1.1 Million
0.18% of portfolio
|
Q4 2024
Added 112.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
71,436
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
44,443
shares
|
$647,534
0.15% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
40,600
shares
|
$591,542
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
36,342
shares
|
$529,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
25,851
shares
|
$376,649
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
22,690
shares
|
$330,593
0.03% of portfolio
|
Q4 2024
Added 404.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,720
shares
|
$316,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
16,587
shares
|
$241,672
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,201
shares
|
$61,208
0.0% of portfolio
|
Q3 2024
Reduced 87.61%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
4,000
shares
|
$58,280
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,437
shares
|
$35,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
1,545
shares
|
$22,510
0.19% of portfolio
|
Q3 2021
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
930
shares
|
$13,550
0.0% of portfolio
|
Q1 2024
Reduced 96.7%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
779
shares
|
$11,350
0.0% of portfolio
|
Q4 2023
Reduced 52.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
368
shares
|
$5,361
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
300
shares
|
$4,371
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
150
shares
|
$2,185
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2
shares
|
$29
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|