Institutional Ownership Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHQ). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 8.49 Million shares, which have been reported (via 13F filing form) to have a value of $354 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
62,742
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Added 600.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
58,586
shares
|
$2.45 Million
0.06% of portfolio
|
Q2 2025
Reduced 30.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
47,986
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,249
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
45,661
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
41,713
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 44.19%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
35,382
shares
|
$1.48 Million
0.11% of portfolio
|
Q2 2025
Added 43.3%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
32,116
shares
|
$1.34 Million
0.08% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
31,597
shares
|
$1.32 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
29,905
shares
|
$1.25 Million
0.07% of portfolio
|
Q1 2025
Added 48.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
27,221
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 34.03%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
21,957
shares
|
$916,924
0.15% of portfolio
|
Q1 2025
Reduced 25.48%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
20,300
shares
|
$847,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,027
shares
|
$836,327
0.0% of portfolio
|
Q1 2025
Added 25.55%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
17,703
shares
|
$739,277
0.0% of portfolio
|
Q1 2025
Added 93.01%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
17,376
shares
|
$725,621
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
15,865
shares
|
$662,522
0.24% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
15,651
shares
|
$653,585
0.09% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,204
shares
|
$634,919
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
14,330
shares
|
$598,420
0.24% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,810
shares
|
$576,705
0.08% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,839
shares
|
$410,876
0.03% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,490
shares
|
$396,302
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
8,519
shares
|
$355,753
0.0% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,239
shares
|
$344,060
0.01% of portfolio
|
Q1 2025
Added 4.5%
|