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 127 institutions that hold shares in the stock, with a total of 3.66 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
284,178
shares
|
$12.4 Million
0.1% of portfolio
|
Q1 2024
Added 11.58%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
248,254
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2024
Added 26.62%
|
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
223,490
shares
|
$9.76 Million
0.2% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
203,698
shares
|
$8.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
185,775
shares
|
$8.11 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
175,712
shares
|
$7.67 Million
0.0% of portfolio
|
Q1 2024
Added 14.15%
|
|
|
Armbruster Capital Management, Inc.
|
May 07, 2024 Q1 2024 |
175,438
shares
|
$7.66 Million
1.65% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
172,396
shares
|
$7.53 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.74%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
151,987
shares
|
$6.64 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.38%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
113,378
shares
|
$4.95 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
98,795
shares
|
$4.31 Million
0.17% of portfolio
|
Q3 2022
Reduced 1.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
93,081
shares
|
$4.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
89,924
shares
|
$3.93 Million
0.96% of portfolio
|
Q4 2022
Reduced 6.62%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 09, 2024 Q1 2024 |
86,604
shares
|
$3.78 Million
0.33% of portfolio
|
Q1 2024
Added 7.74%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Apr 22, 2024 Q1 2024 |
74,405
shares
|
$3.25 Million
2.06% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
66,335
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 27.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
65,625
shares
|
$2.87 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.44%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 14, 2024 Q1 2024 |
64,889
shares
|
$2.83 Million
1.24% of portfolio
|
Q1 2024
Added 4.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
58,629
shares
|
$2.56 Million
0.1% of portfolio
|
Q2 2020
Reduced 2.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
56,915
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
55,078
shares
|
$2.41 Million
0.1% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
54,417
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
46,427
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
44,184
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
39,689
shares
|
$1.73 Million
0.44% of portfolio
|
Q3 2022
Reduced 2.72%
|
|