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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
9,032
shares
|
$398,040
0.03% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
9,029
shares
|
$397,908
0.01% of portfolio
|
Q2 2025
Added 82.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,498
shares
|
$374,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
8,122
shares
|
$357,936
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,602
shares
|
$335,020
0.01% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
6,881
shares
|
$303,245
0.24% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,835
shares
|
$301,218
0.01% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
6,203
shares
|
$273,366
0.0% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
6,173
shares
|
$272,044
0.21% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,160
shares
|
$271,471
0.0% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,698
shares
|
$251,110
0.0% of portfolio
|
Q2 2025
Reduced 67.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
5,673
shares
|
$250,009
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,595
shares
|
$246,571
0.03% of portfolio
|
Q2 2025
Reduced 23.83%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,531
shares
|
$243,751
0.01% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
5,347
shares
|
$235,642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
3,999
shares
|
$176,235
0.07% of portfolio
|
Q2 2025
Reduced 48.06%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,350
shares
|
$103,564
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
2,285
shares
|
$100,699
0.0% of portfolio
|
Q2 2025
Added 40.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,313
shares
|
$57,863
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,000
shares
|
$44,070
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
800
shares
|
$35,256
0.0% of portfolio
|
Q4 2023
Added 700.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
724
shares
|
$31,906
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
707
shares
|
$31,157
0.0% of portfolio
|
Q2 2025
Reduced 92.55%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
675
shares
|
$29,747
0.0% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$22,035
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|