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 |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
167
shares
|
$7,576
0.0% of portfolio
|
Q3 2021
Reduced 92.07%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
167
shares
|
$7,576
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
164
shares
|
$7,440
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
158
shares
|
$7,168
0.0% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
150
shares
|
$6,805
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
121
shares
|
$5,489
0.0% of portfolio
|
Q4 2024
Added 91.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
113
shares
|
$5,126
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
90
shares
|
$4,083
0.0% of portfolio
|
Q2 2024
Reduced 98.52%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
73
shares
|
$3,312
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
71
shares
|
$3,221
0.0% of portfolio
|
Q2 2025
Added 208.7%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
42
shares
|
$1,905
0.0% of portfolio
|
Q4 2020
Reduced 91.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
37
shares
|
$1,678
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
36
shares
|
$1,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
36
shares
|
$1,633
0.0% of portfolio
|
Q4 2023
Added 125.0%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
28
shares
|
$1,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
21
shares
|
$952
0.0% of portfolio
|
Q3 2024
Reduced 85.71%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
19
shares
|
$862
0.0% of portfolio
|
Q4 2023
Reduced 96.95%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
12
shares
|
$544
0.0% of portfolio
|
Q2 2025
Reduced 72.73%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
5
shares
|
$226
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q1 2025
Reduced 99.83%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q1 2023
Reduced 99.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|