Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
109KNew |
$4.89M - $5.22M
|
109K
$5.04M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.9K+ 185.88% |
$1.89M - $2.02M
|
64.4K
$2.99M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.7K+ 9.37% |
$886K - $947K
|
230K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.8K+ 107.43% |
$847K - $905K
|
36.3K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.4KNew |
$648K - $692K
|
14.4K
$668K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.5K+ 59.94% |
$606K - $648K
|
35.9K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12.8K+ 6.46% |
$576K - $615K
|
211K
$9.78M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.3KNew |
$552K - $590K
|
12.3K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
7.73K+ 4.05% |
$348K - $372K
|
198K
$9.21M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.39KNew |
$288K - $307K
|
6.39K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.41KNew |
$244K - $260K
|
5.41K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 2.23% |
$209K - $223K
|
213K
$9.89M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.58KNew |
$206K - $220K
|
4.58K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.43KNew |
$199K - $213K
|
4.43K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.3K+ 74.07% |
$148K - $159K
|
7.75K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.37K+ 4.31% |
$107K - $114K
|
57.4K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.93K+ 18.85% |
$87K - $93.1K
|
12.2K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.68K+ 6.82% |
$75.7K - $80.9K
|
26.3K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.66K+ 1.98% |
$74.9K - $80.1K
|
85.8K
$3.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 2477.97% |
$65.8K - $70.4K
|
1.52K
$70.6K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
635New |
$28.6K - $30.6K
|
635
$29.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
582+ 1.05% |
$26.2K - $28K
|
56.1K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
576+ 8.19% |
$25.9K - $27.7K
|
7.61K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
366+ 2.97% |
$16.5K - $17.6K
|
12.7K
$590K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
316New |
$14.2K - $15.2K
|
316
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
160+ 51.45% |
$7.2K - $7.7K
|
471
$21.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
152+ 1.15% |
$6.84K - $7.32K
|
13.4K
$622K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
145+ 47.23% |
$6.53K - $6.98K
|
452
$21K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
113+ 1.94% |
$5.09K - $5.44K
|
5.94K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
85+ 1.37% |
$3.83K - $4.09K
|
6.3K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$1.98K - $2.12K
|
44
$2.04K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37New |
$1.67K - $1.78K
|
37
$1.72K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16New |
$720 - $770
|
16
$743
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 1.88% |
$135 - $144
|
163
$7.57K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.04% |
$90.1 - $96.3
|
4.62K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.08% |
$45 - $48.1
|
1.31K
$60.8K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-11- 1.07% |
$495 - $530
|
1.02K
$47.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24- 0.2% |
$1.08K - $1.16K
|
11.9K
$554K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-59- 17.93% |
$2.66K - $2.84K
|
270
$12.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65Closed |
$2.93K - $3.13K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-120- 4.02% |
$5.4K - $5.78K
|
2.87K
$133K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-156- 5.45% |
$7.02K - $7.51K
|
2.71K
$126K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-198- 3.15% |
$8.92K - $9.53K
|
6.1K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-200- 3.86% |
$9.01K - $9.63K
|
4.98K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-206- 19.85% |
$9.28K - $9.92K
|
832
$38.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-217- 4.64% |
$9.77K - $10.4K
|
4.46K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-225- 3.14% |
$10.1K - $10.8K
|
6.95K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-226- 50.0% |
$10.2K - $10.9K
|
226
$10.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-253- 8.51% |
$11.4K - $12.2K
|
2.72K
$126K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-267- 8.3% |
$12K - $12.9K
|
2.95K
$137K
|