Institutional Ownership Invesco ETF Tr Ii S&P Smallcap (XSLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSLV). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 5.31 Million shares, which have been reported (via 13F filing form) to have a value of $257 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
1,362,082
shares
|
$64.9 Million
0.02% of portfolio
|
Q2 2024
Added 4871.47%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
298,014
shares
|
$14.2 Million
0.1% of portfolio
|
Q2 2024
Added 4.87%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
243,288
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
216,133
shares
|
$10.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
205,961
shares
|
$9.82 Million
0.0% of portfolio
|
Q2 2024
Added 1.11%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
203,212
shares
|
$9.69 Million
0.0% of portfolio
|
Q2 2024
Added 9.39%
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
194,282
shares
|
$9.26 Million
5.25% of portfolio
|
Q1 2024
Added 17.49%
|
|
Armbruster Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
192,589
shares
|
$9.18 Million
1.75% of portfolio
|
Q2 2024
Added 9.78%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
167,881
shares
|
$8 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
154,493
shares
|
$7.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.38%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
142,945
shares
|
$6.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 09, 2024 Q2 2024 |
137,602
shares
|
$6.56 Million
2.58% of portfolio
|
Q2 2024
Added 112.06%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
121,974
shares
|
$5.81 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
113,378
shares
|
$5.4 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
103,867
shares
|
$4.95 Million
0.03% of portfolio
|
Q2 2024
Added 645.96%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
98,795
shares
|
$4.71 Million
0.17% of portfolio
|
Q3 2022
Reduced 1.93%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
90,844
shares
|
$4.33 Million
0.34% of portfolio
|
Q2 2024
Added 4.9%
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
89,924
shares
|
$4.29 Million
0.96% of portfolio
|
Q4 2022
Reduced 6.62%
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 19, 2024 Q2 2024 |
77,346
shares
|
$3.69 Million
1.97% of portfolio
|
Q2 2024
Added 3.95%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
62,075
shares
|
$2.96 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.42%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
58,629
shares
|
$2.79 Million
0.1% of portfolio
|
Q2 2020
Reduced 2.38%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
57,329
shares
|
$2.73 Million
0.09% of portfolio
|
Q2 2024
Added 2.92%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
55,699
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2024
Reduced 40.16%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
53,659
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
53,030
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.83%
|