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 85 institutions that hold shares in the stock, with a total of 8.5 Million shares, which have been reported (via 13F filing form) to have a value of $352 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,239
shares
|
$341,176
0.01% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
8,122
shares
|
$336,332
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
7,721
shares
|
$319,726
0.0% of portfolio
|
Q1 2025
Reduced 70.42%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
7,700
shares
|
$318,857
0.14% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,534
shares
|
$311,982
0.0% of portfolio
|
Q1 2025
Reduced 46.89%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
7,476
shares
|
$309,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
7,345
shares
|
$304,156
0.03% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Apr 21, 2025 Q1 2025 |
6,910
shares
|
$286,143
0.26% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,835
shares
|
$283,037
0.01% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
6,401
shares
|
$265,065
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
6,329
shares
|
$262,083
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,296
shares
|
$260,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
6,166
shares
|
$255,334
0.24% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,642
shares
|
$233,635
0.0% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,623
shares
|
$232,848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,448
shares
|
$225,601
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
5,369
shares
|
$222,330
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,362
shares
|
$222,040
0.0% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
5,335
shares
|
$220,922
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,945
shares
|
$204,772
0.01% of portfolio
|
Q1 2025
Added 241.74%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,759
shares
|
$72,840
0.01% of portfolio
|
Q1 2024
Added 151.29%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,623
shares
|
$67,208
0.0% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,313
shares
|
$54,371
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,000
shares
|
$41,410
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
800
shares
|
$33,128
0.0% of portfolio
|
Q4 2023
Added 700.0%
|