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 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
7,196
shares
|
$329,576
0.03% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,833
shares
|
$312,951
0.0% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
6,782
shares
|
$310,615
0.0% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
6,750
shares
|
$309,150
0.02% of portfolio
|
Q1 2024
Added 825.93%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
6,079
shares
|
$278,418
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,036
shares
|
$276,448
0.0% of portfolio
|
Q2 2025
Reduced 20.25%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
6,027
shares
|
$276,036
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
5,959
shares
|
$272,922
0.01% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
5,669
shares
|
$259,640
0.2% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
5,476
shares
|
$250,800
0.15% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,463
shares
|
$250,205
0.0% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,314
shares
|
$243,381
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
5,175
shares
|
$237,014
0.06% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,163
shares
|
$236,465
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
5,022
shares
|
$230,007
0.0% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,881
shares
|
$223,549
0.0% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
4,794
shares
|
$219,565
0.1% of portfolio
|
Q3 2025
Reduced 27.02%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
4,646
shares
|
$212,786
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,606
shares
|
$210,954
0.01% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,574
shares
|
$209,489
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,693
shares
|
$169,139
0.1% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
2,866
shares
|
$131,262
0.06% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,719
shares
|
$124,530
0.0% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,709
shares
|
$124,072
0.01% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,574
shares
|
$117,889
0.0% of portfolio
|
Q2 2025
Reduced 12.75%
|