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 80 institutions that hold shares in the stock, with a total of 6.11 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
42,884
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
37,245
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 69.15%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
35,382
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2025
Added 43.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
27,052
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
24,586
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
21,222
shares
|
$935,253
0.0% of portfolio
|
Q2 2025
Reduced 49.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
21,110
shares
|
$930,317
0.0% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
20,370
shares
|
$897,705
0.0% of portfolio
|
Q2 2025
Reduced 67.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
19,429
shares
|
$856,236
0.1% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
18,346
shares
|
$808,508
0.0% of portfolio
|
Q2 2025
Added 143.51%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
18,195
shares
|
$801,853
0.0% of portfolio
|
Q2 2025
Added 135.66%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
17,406
shares
|
$767,082
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
15,375
shares
|
$677,576
0.2% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,204
shares
|
$670,040
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
14,134
shares
|
$622,885
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
13,818
shares
|
$608,959
0.19% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,810
shares
|
$608,606
0.08% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
13,569
shares
|
$597,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
12,499
shares
|
$550,830
0.31% of portfolio
|
Q2 2025
Reduced 43.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
10,970
shares
|
$483,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
10,896
shares
|
$480,186
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
10,420
shares
|
$459,209
0.12% of portfolio
|
Q2 2025
Added 95.31%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
9,952
shares
|
$438,584
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,933
shares
|
$437,747
0.03% of portfolio
|
Q2 2025
Reduced 68.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,129
shares
|
$402,315
0.0% of portfolio
|
Q2 2025
Added 7.16%
|