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 63 institutions that hold shares in the stock, with a total of 5.98 Million shares, which have been reported (via 13F filing form) to have a value of $267 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
21,200
shares
|
$947,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
20,213
shares
|
$903,521
0.06% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
18,492
shares
|
$826,592
0.13% of portfolio
|
Q3 2024
Added 34.3%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
17,290
shares
|
$772,863
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
15,968
shares
|
$713,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
15,212
shares
|
$679,976
0.3% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,204
shares
|
$679,618
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
15,136
shares
|
$676,579
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
15,112
shares
|
$675,506
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Oct 30, 2024 Q3 2024 |
13,730
shares
|
$613,731
0.52% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
12,552
shares
|
$561,074
0.16% of portfolio
|
Q3 2024
Added 99.46%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
12,125
shares
|
$541,987
0.12% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,406
shares
|
$509,848
0.03% of portfolio
|
Q3 2024
Reduced 34.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,582
shares
|
$473,015
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,175
shares
|
$454,822
0.0% of portfolio
|
Q3 2024
Added 1504.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,307
shares
|
$416,022
0.0% of portfolio
|
Q3 2024
Added 80.44%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
8,123
shares
|
$363,098
0.04% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,401
shares
|
$330,824
0.0% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,273
shares
|
$325,103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,829
shares
|
$260,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,166
shares
|
$230,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,937
shares
|
$220,683
0.0% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
4,725
shares
|
$211,207
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
4,079
shares
|
$182,331
0.14% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,759
shares
|
$78,627
0.01% of portfolio
|
Q1 2024
Added 151.29%
|