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 123 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
245,703
shares
|
$11.1 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
239,598
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
223,270
shares
|
$10.1 Million
1.85% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
222,473
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
202,000
shares
|
$9.16 Million
0.0% of portfolio
|
Q2 2025
Added 86.61%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
201,484
shares
|
$9.14 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
131,701
shares
|
$5.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
116,830
shares
|
$5.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
113,378
shares
|
$5.14 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
109,954
shares
|
$4.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
98,795
shares
|
$4.48 Million
0.17% of portfolio
|
Q3 2022
Reduced 1.93%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
89,924
shares
|
$4.08 Million
0.96% of portfolio
|
Q4 2022
Reduced 6.62%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
86,617
shares
|
$3.93 Million
1.9% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
67,496
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
64,571
shares
|
$2.93 Million
1.12% of portfolio
|
Q2 2025
Reduced 67.44%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
61,300
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2025
Added 68.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
58,629
shares
|
$2.66 Million
0.1% of portfolio
|
Q2 2020
Reduced 2.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
58,431
shares
|
$2.65 Million
0.07% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
56,910
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
45,455
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
45,387
shares
|
$2.06 Million
0.06% of portfolio
|
Q2 2025
Added 26.31%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
44,536
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 32.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
42,623
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
39,689
shares
|
$1.8 Million
0.44% of portfolio
|
Q3 2022
Reduced 2.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
35,384
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 1.91%
|