Purchases and Sales Made in Q1 2025 in 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) 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 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
327KNew |
$12.3M - $14.3M
|
327K
$13.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
172K+ 80.45% |
$6.51M - $7.55M
|
387K
$16M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
153K+ 459.84% |
$5.78M - $6.7M
|
186K
$7.71M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
145K+ 17.42% |
$5.49M - $6.37M
|
980K
$40.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
141K+ 14.08% |
$5.31M - $6.16M
|
1.14M
$47.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128K+ 60.69% |
$4.82M - $5.59M
|
338K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
110KNew |
$4.14M - $4.8M
|
110K
$4.54M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
90.3K+ 116.21% |
$3.41M - $3.96M
|
168K
$6.96M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
71.5KNew |
$2.7M - $3.13M
|
71.5K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
59.9K+ 11.77% |
$2.26M - $2.62M
|
568K
$23.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.8K+ 600.4% |
$2.03M - $2.36M
|
62.7K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
51.3K+ 16.29% |
$1.94M - $2.25M
|
366K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.5K+ 97.07% |
$1.38M - $1.6M
|
74.1K
$3.07M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
31.3K+ 7.32% |
$1.18M - $1.37M
|
459K
$19M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
27.7K+ 40.93% |
$1.05M - $1.21M
|
95.3K
$3.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
27.6K+ 15.57% |
$1.04M - $1.21M
|
205K
$8.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.1KNew |
$986K - $1.14M
|
26.1K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.7KNew |
$933K - $1.08M
|
24.7K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.9K+ 31.32% |
$791K - $917K
|
87.8K
$3.63M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
20.7K+ 8.82% |
$781K - $906K
|
255K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.3KNew |
$767K - $890K
|
20.3K
$841K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19K+ 9.99% |
$718K - $833K
|
209K
$8.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.3K+ 139.96% |
$690K - $800K
|
31.3K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8K+ 44.19% |
$483K - $560K
|
41.7K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
11.9K+ 13.42% |
$448K - $520K
|
100K
$4.15M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11.4K+ 16.01% |
$430K - $499K
|
82.5K
$3.42M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.71K+ 48.08% |
$367K - $425K
|
29.9K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.53K+ 93.01% |
$322K - $374K
|
17.7K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.48KNew |
$282K - $328K
|
7.48K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.91K+ 34.03% |
$261K - $303K
|
27.2K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
6.4KNew |
$242K - $280K
|
6.4K
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.33KNew |
$239K - $277K
|
6.33K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.3KNew |
$238K - $276K
|
6.3K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.22K+ 14.88% |
$235K - $272K
|
48K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.62KNew |
$212K - $246K
|
5.62K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.45KNew |
$206K - $239K
|
5.45K
$226K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.4K+ 8.18% |
$204K - $237K
|
71.4K
$2.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.37KNew |
$203K - $235K
|
5.37K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.34KNew |
$202K - $234K
|
5.34K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.06K+ 6.41% |
$191K - $222K
|
83.9K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.08K+ 25.55% |
$154K - $179K
|
20K
$829K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.5K+ 241.74% |
$132K - $153K
|
4.95K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.15K+ 10.88% |
$119K - $138K
|
32.1K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.09K+ 7.27% |
$117K - $136K
|
45.7K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
723New |
$27.3K - $31.7K
|
723
$29.9K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
506+ 6.31% |
$19.1K - $22.2K
|
8.52K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
359+ 6.8% |
$13.6K - $15.7K
|
5.64K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
355+ 4.5% |
$13.4K - $15.6K
|
8.24K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
340+ 6.77% |
$12.8K - $14.9K
|
5.36K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
204+ 140.69% |
$7.71K - $8.94K
|
349
$14.5K
|