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 32 institutions that hold shares in the stock, with a total of 885,913 shares, which have been reported (via 13F filing form) to have a value of $11.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
599
shares
|
$7,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
398
shares
|
$5,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
366
shares
|
$4,765
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
150
shares
|
$1,953
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2
shares
|
$26
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|