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 $159 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
4,995
shares
|
$216,832
0.07% of portfolio
|
Q1 2024
Reduced 4.73%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 14, 2024 Q1 2024 |
4,874
shares
|
$211,580
0.01% of portfolio
|
Q1 2024
Reduced 4.19%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 12, 2024 Q1 2024 |
4,815
shares
|
$209,019
0.06% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
4,550
shares
|
$197,515
0.0% of portfolio
|
Q1 2024
Reduced 53.17%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
4,445
shares
|
$192,957
0.01% of portfolio
|
Q1 2024
Added 0.61%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
3,991
shares
|
$173,249
0.0% of portfolio
|
Q1 2024
Reduced 7.94%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
3,843
shares
|
$166,824
0.0% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
2,833
shares
|
$122,980
0.03% of portfolio
|
Q4 2021
Reduced 13.71%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
1,985
shares
|
$86,168
0.0% of portfolio
|
Q1 2024
Reduced 17.98%
|
|
Jackson Hole Capital Partners, LLC
|
May 09, 2024 Q1 2024 |
1,922
shares
|
$83,434
0.02% of portfolio
|
Q4 2023
Added 27357.14%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
1,856
shares
|
$80,568
0.03% of portfolio
|
Q4 2023
Added 0.65%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,543
shares
|
$66,981
0.03% of portfolio
|
Q1 2024
Added 0.26%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
1,465
shares
|
$63,595
0.0% of portfolio
|
Q1 2023
Reduced 50.59%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,148
shares
|
$49,834
0.08% of portfolio
|
Q3 2022
Added 0.7%
|
|
Pinnacle Bancorp, Inc.
|
Apr 16, 2024 Q1 2024 |
1,145
shares
|
$49,704
0.01% of portfolio
|
Q3 2021
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
876
shares
|
$38,027
0.02% of portfolio
|
Q1 2024
Added 0.69%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
801
shares
|
$34,771
0.0% of portfolio
|
Q1 2024
Reduced 44.8%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
630
shares
|
$27,348
0.0% of portfolio
|
Q4 2023
New holding
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
500
shares
|
$21,705
0.0% of portfolio
|
Q2 2023
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
490
shares
|
$21,270
0.0% of portfolio
|
Q1 2024
Reduced 22.71%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
455
shares
|
$19,751
0.01% of portfolio
|
Q4 2021
Reduced 34.53%
|
|
City State Bank
Norwalk, IA |
Apr 11, 2024 Q1 2024 |
426
shares
|
$18,492
0.01% of portfolio
|
Q4 2021
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
414
shares
|
$17,971
0.01% of portfolio
|
Q4 2023
Added 17.95%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
363
shares
|
$15,757
0.0% of portfolio
|
Q4 2020
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
314
shares
|
$13,630
0.0% of portfolio
|
Q4 2023
New holding
|