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 |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,922
shares
|
$88,027
0.02% of portfolio
|
Q4 2023
Added 27357.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,685
shares
|
$77,173
0.0% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,543
shares
|
$70,669
0.03% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,523
shares
|
$69,753
0.0% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,148
shares
|
$52,578
0.08% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
832
shares
|
$38,105
0.03% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
825
shares
|
$37,785
0.02% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
761
shares
|
$34,853
0.0% of portfolio
|
Q2 2025
Reduced 72.78%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
708
shares
|
$32,426
0.03% of portfolio
|
Q2 2025
Reduced 30.31%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
593
shares
|
$27,159
0.0% of portfolio
|
Q2 2025
Added 4461.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
473
shares
|
$21,663
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
455
shares
|
$20,839
0.01% of portfolio
|
Q4 2021
Reduced 34.53%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
426
shares
|
$19,510
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
415
shares
|
$19,007
0.01% of portfolio
|
Q2 2025
Reduced 68.3%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
414
shares
|
$18,961
0.01% of portfolio
|
Q4 2023
Added 17.95%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
377
shares
|
$17,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
363
shares
|
$16,625
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
318
shares
|
$14,564
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
270
shares
|
$12,366
0.0% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
228
shares
|
$10,442
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
225
shares
|
$10,305
0.0% of portfolio
|
Q1 2023
Added 2150.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
200
shares
|
$9,160
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
180
shares
|
$8,244
0.0% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
167
shares
|
$7,648
0.0% of portfolio
|
Q3 2021
Reduced 92.07%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
167
shares
|
$7,648
0.0% of portfolio
|
Q1 2022
New holding
|