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 123 institutions that hold shares in the stock, with a total of 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,294
shares
|
$214,399
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,225
shares
|
$210,954
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
4,016
shares
|
$200,518
0.06% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,693
shares
|
$184,391
0.1% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,217
shares
|
$160,624
0.0% of portfolio
|
Q2 2024
Reduced 19.39%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,204
shares
|
$159,975
0.0% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
2,986
shares
|
$149,090
0.07% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,872
shares
|
$143,398
0.0% of portfolio
|
Q3 2024
Reduced 63.11%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,865
shares
|
$143,049
0.01% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,922
shares
|
$95,965
0.02% of portfolio
|
Q4 2023
Added 27357.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,643
shares
|
$82,034
0.0% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,543
shares
|
$77,041
0.03% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,298
shares
|
$64,809
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,148
shares
|
$57,319
0.08% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,145
shares
|
$57,169
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
801
shares
|
$39,993
0.0% of portfolio
|
Q1 2024
Reduced 44.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
630
shares
|
$31,455
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
478
shares
|
$23,866
0.0% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
455
shares
|
$22,718
0.01% of portfolio
|
Q4 2021
Reduced 34.53%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
426
shares
|
$21,270
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
414
shares
|
$20,671
0.01% of portfolio
|
Q4 2023
Added 17.95%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
363
shares
|
$18,124
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
314
shares
|
$15,678
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
232
shares
|
$11,583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
228
shares
|
$11,384
0.01% of portfolio
|
Q3 2024
New holding
|