Institutional Ownership 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). We have compiled data on the 130 institutions that hold shares in the stock, with a total of 3.39 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
229,675
shares
|
$10.7 Million
0.0% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
213,446
shares
|
$9.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
212,975
shares
|
$9.89 Million
0.16% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
210,684
shares
|
$9.78 Million
1.93% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
198,302
shares
|
$9.21 Million
3.77% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
194,282
shares
|
$9.02 Million
5.25% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
135,039
shares
|
$6.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
122,050
shares
|
$5.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
115,234
shares
|
$5.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
113,378
shares
|
$5.27 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
108,521
shares
|
$5.04 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
108,248
shares
|
$5.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
98,795
shares
|
$4.59 Million
0.17% of portfolio
|
Q3 2022
Reduced 1.93%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
92,390
shares
|
$4.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
89,924
shares
|
$4.18 Million
0.96% of portfolio
|
Q4 2022
Reduced 6.62%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
85,767
shares
|
$3.98 Million
2.09% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
68,346
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
58,629
shares
|
$2.72 Million
0.1% of portfolio
|
Q2 2020
Reduced 2.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
57,429
shares
|
$2.67 Million
0.08% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
56,051
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
46,873
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
45,455
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
39,689
shares
|
$1.84 Million
0.44% of portfolio
|
Q3 2022
Reduced 2.72%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
36,300
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 107.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
35,932
shares
|
$1.67 Million
0.05% of portfolio
|
Q1 2025
Added 59.94%
|