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 129 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
4,462
shares
|
$200,120
0.05% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
4,426
shares
|
$198,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,693
shares
|
$165,631
0.1% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,950
shares
|
$132,307
0.0% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
2,866
shares
|
$128,540
0.06% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,796
shares
|
$125,400
0.0% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,719
shares
|
$121,947
0.0% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,709
shares
|
$121,498
0.01% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
1,922
shares
|
$86,201
0.02% of portfolio
|
Q4 2023
Added 27357.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,785
shares
|
$80,057
0.0% of portfolio
|
Q1 2025
Reduced 29.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,543
shares
|
$69,203
0.03% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,521
shares
|
$68,216
0.0% of portfolio
|
Q1 2025
Added 2477.97%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,309
shares
|
$58,708
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,148
shares
|
$51,487
0.08% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,145
shares
|
$51,353
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,016
shares
|
$45,567
0.05% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
866
shares
|
$38,840
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
832
shares
|
$37,315
0.03% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
635
shares
|
$28,479
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
471
shares
|
$21,124
0.0% of portfolio
|
Q1 2025
Added 51.45%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
455
shares
|
$20,406
0.01% of portfolio
|
Q4 2021
Reduced 34.53%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
426
shares
|
$19,106
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
414
shares
|
$18,567
0.01% of portfolio
|
Q4 2023
Added 17.95%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
377
shares
|
$16,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
363
shares
|
$16,280
0.0% of portfolio
|
Q4 2020
New holding
|