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 122 institutions that hold shares in the stock, with a total of 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
247,039
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
216,133
shares
|
$11 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
207,088
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
194,282
shares
|
$9.85 Million
5.25% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
193,212
shares
|
$9.8 Million
1.86% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
171,950
shares
|
$8.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
142,945
shares
|
$7.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
139,866
shares
|
$7.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
130,529
shares
|
$6.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
120,060
shares
|
$6.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
113,378
shares
|
$5.75 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
98,795
shares
|
$5.01 Million
0.17% of portfolio
|
Q3 2022
Reduced 1.93%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
89,924
shares
|
$4.56 Million
0.96% of portfolio
|
Q4 2022
Reduced 6.62%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
79,114
shares
|
$4.01 Million
2.05% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
70,381
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2024
Added 26.36%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
64,889
shares
|
$3.29 Million
1.25% of portfolio
|
Q3 2024
Reduced 52.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
61,977
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
58,629
shares
|
$2.97 Million
0.1% of portfolio
|
Q2 2020
Reduced 2.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
56,524
shares
|
$2.87 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
51,640
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
49,363
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
47,400
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Added 209.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
42,326
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Added 120.51%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
39,689
shares
|
$2.01 Million
0.44% of portfolio
|
Q3 2022
Reduced 2.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,356
shares
|
$2 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.63%
|