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 121 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
2,010
shares
|
$91,997
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
1,922
shares
|
$87,969
0.02% of portfolio
|
Q4 2023
Added 27357.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,685
shares
|
$77,122
0.0% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,543
shares
|
$70,623
0.03% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,523
shares
|
$69,707
0.0% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,148
shares
|
$52,543
0.08% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
900
shares
|
$41,193
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
832
shares
|
$38,080
0.03% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
761
shares
|
$34,830
0.0% of portfolio
|
Q2 2025
Reduced 72.78%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
697
shares
|
$31,901
0.03% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
455
shares
|
$20,825
0.01% of portfolio
|
Q4 2021
Reduced 34.53%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
426
shares
|
$19,498
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
415
shares
|
$18,994
0.01% of portfolio
|
Q2 2025
Reduced 68.3%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
414
shares
|
$18,948
0.01% of portfolio
|
Q4 2023
Added 17.95%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
377
shares
|
$17,255
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
363
shares
|
$16,614
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
319
shares
|
$14,600
0.0% of portfolio
|
Q3 2025
Added 1419.05%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
318
shares
|
$14,554
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
270
shares
|
$12,357
0.0% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
270
shares
|
$12,357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
228
shares
|
$10,435
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
225
shares
|
$10,298
0.0% of portfolio
|
Q1 2023
Added 2150.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
200
shares
|
$9,154
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
179
shares
|
$8,192
0.0% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
167
shares
|
$7,643
0.0% of portfolio
|
Q3 2021
Reduced 92.07%
|
|