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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
7,746
shares
|
$359,724
0.0% of portfolio
|
Q1 2025
Added 74.07%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,605
shares
|
$353,176
0.0% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
7,569
shares
|
$351,504
0.0% of portfolio
|
Q1 2025
Reduced 41.07%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
7,432
shares
|
$345,142
0.03% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
7,153
shares
|
$332,185
0.09% of portfolio
|
Q1 2025
Reduced 58.21%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,952
shares
|
$322,850
0.0% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
6,750
shares
|
$313,470
0.02% of portfolio
|
Q1 2024
Added 825.93%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
6,627
shares
|
$307,757
0.11% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,598
shares
|
$306,411
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
6,569
shares
|
$305,064
0.15% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,387
shares
|
$296,612
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,097
shares
|
$283,144
0.01% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
6,079
shares
|
$282,308
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
5,936
shares
|
$275,667
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
5,803
shares
|
$269,491
0.07% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
5,714
shares
|
$265,358
0.22% of portfolio
|
Q4 2024
Reduced 32.88%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
5,570
shares
|
$258,670
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
5,476
shares
|
$254,305
0.17% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
5,409
shares
|
$251,193
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,314
shares
|
$246,782
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,163
shares
|
$239,769
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
4,981
shares
|
$231,317
0.0% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
4,648
shares
|
$215,853
0.01% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,615
shares
|
$214,320
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
4,577
shares
|
$212,555
0.0% of portfolio
|
Q1 2025
New holding
|