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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-305- 5.28% |
$13.7K - $14.7K
|
5.48K
$254K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-305- 6.16% |
$13.7K - $14.7K
|
4.65K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-353- 5.08% |
$15.9K - $17K
|
6.6K
$306K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-354- 3.45% |
$15.9K - $17K
|
9.91K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-356- 2.02% |
$16K - $17.1K
|
17.2K
$801K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-369- 3.42% |
$16.6K - $17.8K
|
10.4K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-372- 1.2% |
$16.8K - $17.9K
|
30.5K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-521- 2.66% |
$23.5K - $25.1K
|
19K
$885K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-605- 99.83% |
$27.2K - $29.1K
|
1
$46.4
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-743- 29.39% |
$33.5K - $35.8K
|
1.79K
$82.9K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-769- 8.86% |
$34.6K - $37K
|
7.91K
$367K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.03K- 12.56% |
$46.6K - $49.8K
|
7.2K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.86K- 16.17% |
$83.7K - $89.5K
|
9.64K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.87K- 3.74% |
$84.2K - $90K
|
48.2K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.98K- 5.4% |
$89.3K - $95.5K
|
34.7K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.75K- 12.97% |
$124K - $132K
|
18.5K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.3K- 12.36% |
$149K - $159K
|
23.4K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.82K- 5.3% |
$172K - $184K
|
68.3K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.87K- 7.62% |
$174K - $186K
|
46.9K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.28K- 41.07% |
$238K - $254K
|
7.57K
$352K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.74K- 26.31% |
$393K - $421K
|
24.5K
$1.14M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-9.96K- 58.21% |
$449K - $480K
|
7.15K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.2K- 10.88% |
$595K - $636K
|
108K
$5.03M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-13.3K- 85.75% |
$599K - $640K
|
2.21K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 9.73% |
$655K - $701K
|
135K
$6.27M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.5K- 12.57% |
$790K - $845K
|
122K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.5K- 13.82% |
$832K - $889K
|
115K
$5.35M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.7K- 73.86% |
$1.2M - $1.28M
|
9.44K
$438K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-30.9K- 47.93% |
$1.39M - $1.49M
|
33.6K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-31.9K- 13.01% |
$1.44M - $1.54M
|
213K
$9.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-38.2K- 29.25% |
$1.72M - $1.84M
|
92.4K
$4.29M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-105K- 92.37% |
$4.71M - $5.04M
|
8.64K
$401K
|