Institutional Ownership Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHQ). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $92.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
779,043
shares
|
$30.3 Million
0.02% of portfolio
|
Q1 2024
Added 25.24%
|
|
New York Life Investment Management LLC
New York, NY |
May 03, 2024 Q1 2024 |
279,734
shares
|
$10.9 Million
0.12% of portfolio
|
Q1 2024
Added 5.19%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
179,745
shares
|
$6.99 Million
0.0% of portfolio
|
Q1 2024
Added 0.0%
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
May 14, 2024 Q1 2024 |
153,767
shares
|
$5.98 Million
5.1% of portfolio
|
Q1 2024
Added 13.3%
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 17, 2024 Q1 2024 |
138,446
shares
|
$5.38 Million
1.43% of portfolio
|
Q1 2024
Added 12.5%
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Apr 30, 2024 Q1 2024 |
132,319
shares
|
$5.14 Million
3.89% of portfolio
|
Q1 2024
Added 7.91%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
115,649
shares
|
$4.5 Million
0.01% of portfolio
|
Q1 2024
Added 15.3%
|
|
Wj Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
68,734
shares
|
$2.67 Million
1.14% of portfolio
|
Q1 2024
Reduced 37.6%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
65,861
shares
|
$2.56 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
42,111
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2024
Added 401.02%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
38,030
shares
|
$1.48 Million
0.14% of portfolio
|
Q1 2024
Reduced 21.1%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
32,501
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
30,383
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2024
Added 64.89%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
29,484
shares
|
$1.15 Million
0.59% of portfolio
|
Q1 2024
Added 143.33%
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 22, 2024 Q1 2024 |
28,901
shares
|
$1.12 Million
0.83% of portfolio
|
Q1 2024
Added 236.21%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
28,472
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Added 23.81%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
23,753
shares
|
$923,279
0.0% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
22,618
shares
|
$879,161
0.01% of portfolio
|
Q1 2024
Added 6.05%
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
17,239
shares
|
$670,079
0.07% of portfolio
|
Q1 2024
Reduced 11.59%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
17,213
shares
|
$669,069
0.04% of portfolio
|
Q1 2024
Added 0.21%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
16,845
shares
|
$654,765
0.04% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 23, 2024 Q1 2024 |
15,755
shares
|
$612,396
0.36% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
Total Clarity Wealth Management, Inc.
|
Apr 22, 2024 Q1 2024 |
13,841
shares
|
$537,999
0.2% of portfolio
|
Q1 2024
New holding
|
|
Family Management Corp
New York, NY |
May 15, 2024 Q1 2024 |
13,769
shares
|
$535,201
0.11% of portfolio
|
Q1 2024
New holding
|
|
Fox Financial, Inc
Wyomissing, PA |
May 03, 2024 Q1 2024 |
13,268
shares
|
$515,727
0.49% of portfolio
|
Q1 2024
Added 0.23%
|