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 84 institutions that hold shares in the stock, with a total of 8.9 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
62,742
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Added 600.4%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
60,372
shares
|
$2.41 Million
1.47% of portfolio
|
Q1 2025
Reduced 27.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
47,986
shares
|
$1.92 Million
0.02% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,249
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
45,661
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
41,713
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 44.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
32,116
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
31,597
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
29,905
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2025
Added 48.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
27,923
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
27,221
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 34.03%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
26,100
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
24,690
shares
|
$985,624
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
21,957
shares
|
$876,523
0.15% of portfolio
|
Q1 2025
Reduced 25.48%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
20,300
shares
|
$810,376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,027
shares
|
$799,477
0.0% of portfolio
|
Q1 2025
Added 25.55%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
17,703
shares
|
$706,703
0.0% of portfolio
|
Q1 2025
Added 93.01%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
17,376
shares
|
$693,649
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
15,865
shares
|
$633,330
0.24% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
15,651
shares
|
$624,787
0.09% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,204
shares
|
$606,943
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
14,330
shares
|
$572,053
0.24% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
12,157
shares
|
$485,307
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,839
shares
|
$392,772
0.03% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,490
shares
|
$378,840
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|