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 |
---|---|---|---|---|---|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
314
shares
|
$14,968
0.0% of portfolio
|
Q4 2023
New holding
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
228
shares
|
$10,868
0.01% of portfolio
|
Q3 2024
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
225
shares
|
$10,725
0.0% of portfolio
|
Q1 2023
Added 2150.0%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
209
shares
|
$9,963
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$9,534
0.0% of portfolio
|
Q1 2022
New holding
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 12, 2024 Q2 2024 |
167
shares
|
$7,960
0.0% of portfolio
|
Q3 2021
Reduced 92.07%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
167
shares
|
$7,960
0.0% of portfolio
|
Q1 2022
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
158
shares
|
$7,531
0.0% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
148
shares
|
$7,055
0.0% of portfolio
|
Q3 2024
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
147
shares
|
$7,007
0.0% of portfolio
|
Q2 2023
Reduced 88.14%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
90
shares
|
$4,290
0.0% of portfolio
|
Q2 2024
Reduced 98.52%
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
72
shares
|
$3,432
0.0% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
72
shares
|
$3,432
0.0% of portfolio
|
Q1 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
65
shares
|
$3,098
0.0% of portfolio
|
Q2 2024
Reduced 95.56%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
64
shares
|
$3,050
0.0% of portfolio
|
Q4 2020
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
59
shares
|
$2,812
0.0% of portfolio
|
Q1 2023
New holding
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
55
shares
|
$2,621
0.0% of portfolio
|
Q4 2023
Reduced 38.2%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
42
shares
|
$2,002
0.0% of portfolio
|
Q4 2020
Reduced 91.12%
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
36
shares
|
$1,716
0.0% of portfolio
|
Q4 2023
Added 125.0%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
19
shares
|
$905
0.0% of portfolio
|
Q4 2023
Reduced 96.95%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
13
shares
|
$619
0.0% of portfolio
|
Q2 2024
Reduced 93.5%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
5
shares
|
$238
0.0% of portfolio
|
Q1 2023
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4
shares
|
$190
0.0% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q1 2023
Reduced 99.72%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q3 2023
Reduced 90.0%
|