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Invesco S&P SmallCap Quality ETF (XSHQ) Institutional Ownership

Invesco S&P SmallCap Quality ETF logo
$41.30 +5.35 (+14.89%)
As of 03:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Quality ETF (BATS:XSHQ)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$242.84M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$15.55M
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XSHQ Institutional Buying and Selling by Quarter

Invesco S&P SmallCap Quality ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Archer Investment Management LLC10,943$471K0.3%+34.7%0.138%
9/4/2025Osaic Holdings Inc.109,172$4.45M0.0%-35.0%1.377%
8/26/2025Thrivent Financial for Lutherans10,970$447K0.0%N/A0.138%
8/15/2025Nikulski Financial Inc.10,420$424K0.1%+95.3%0.131%
8/15/2025IHT Wealth Management LLC7,602$310K0.0%-7.7%0.096%
8/15/2025BNP Paribas Financial Markets20,000$815K0.0%N/A0.252%
8/15/2025Bank of America Corp DE64,559$2.63M0.0%-12.9%0.814%
8/14/2025Raymond James Financial Inc.61,140$2.49M0.0%-30.3%0.771%
8/14/2025NewEdge Advisors LLC21,110$860K0.0%+5.4%0.266%
8/13/2025Flow Traders U.S. LLC77,289$3.15M0.1%N/A0.975%
8/13/2025Twin Peaks Wealth Advisors LLC13,818$594K0.2%-3.6%0.174%
8/13/2025Northwestern Mutual Wealth Management Co.419,127$17.07M0.0%+24.1%5.285%
8/12/2025Financial Advocates Investment Management9,032$368K0.0%-8.2%0.114%
8/8/2025Kingsview Wealth Management LLC6,203$253K0.0%+10.3%0.078%
8/8/2025Cetera Investment Advisers42,884$1.75M0.0%-6.1%0.541%
8/8/2025Intrua Financial LLC84,543$3.44M0.5%+2.5%1.066%
8/8/2025Good Life Advisors LLC9,933$405K0.0%-68.6%0.125%
8/6/2025Golden State Wealth Management LLC19,429$791K0.1%+24.1%0.245%
8/1/2025New York Life Investment Management LLC620,881$25.29M0.2%+9.2%7.830%
8/1/2025Envestnet Asset Management Inc.21,222$864K0.0%-49.1%0.268%
7/30/2025Roman Butler Fullerton & Co.15,375$636K0.2%-3.1%0.194%
7/30/2025Brookstone Capital Management5,347$218K0.0%N/A0.067%
7/30/2025Cullen Frost Bankers Inc.2,285$93K0.0%+40.8%0.029%
7/29/2025Alaska Permanent Capital Management LLC357,731$14.55M1.1%+9.5%4.511%
7/29/2025Alaska Wealth Advisors116,692$4.75M0.7%+6.5%1.472%
7/29/2025Signature Estate & Investment Advisors LLC9,952$405K0.0%N/A0.125%
7/28/2025Harbour Investments Inc.9,029$368K0.0%+82.6%0.114%
7/21/2025DHJJ Financial Advisors Ltd.71,641$2.92M1.1%+0.4%0.903%
7/18/2025Foundry Financial Group Inc.75,907$3.09M1.8%+25.7%0.957%
7/18/2025Consolidated Portfolio Review Corp13,810$562K0.1%+13.6%0.174%
7/17/2025Fifth Third Securities Inc.35,382$1.44M0.1%+43.3%0.446%
7/16/2025Perigon Wealth Management LLC58,586$2.39M0.1%-30.2%0.739%
7/15/2025Beacon Financial Planning Inc.94,315$3.84M2.1%-6.0%1.189%
7/11/2025SeaCrest Wealth Management LLC5,595$228K0.0%-23.8%0.071%
7/9/2025Archer Investment Management LLC8,122$331K0.2%N/A0.102%
7/9/2025Breakwater Capital Group191,423$7.80M1.3%-6.7%2.414%
5/28/2025Intrua Financial LLC82,500$3.26M0.5%+16.0%0.990%
5/19/2025Jane Street Group LLC7,476$295K0.0%N/A0.090%
5/16/2025Jones Financial Companies Lllp26,100$1.03M0.0%N/A0.313%
5/16/2025NewEdge Advisors LLC20,027$791K0.0%+25.6%0.240%
5/15/2025Royal Bank of Canada8,519$337K0.0%+6.3%0.102%
5/14/2025Comerica Bank9,490$375K0.0%-6.2%0.114%
5/14/2025Northwestern Mutual Wealth Management Co.337,760$13.35M0.0%+60.7%4.055%
5/14/2025Capital Analysts LLC723$29K0.0%N/A0.009%
5/13/2025Raymond James Financial Inc.87,754$3.47M0.0%+31.3%1.053%
5/13/2025HighTower Advisors LLC62,742$2.48M0.0%+600.4%0.753%
5/12/2025Capital Planning Advisors LLC95,281$3.77M0.6%+40.9%1.144%
5/12/2025Benjamin Edwards Inc.979,889$38.73M0.5%+17.4%11.763%
5/9/2025Atria Wealth Solutions Inc.27,923$1.10M0.0%-26.6%0.329%
5/9/2025Thoroughbred Financial Services LLC29,905$1.18M0.1%+48.1%0.353%
5/8/2025Harbour Investments Inc.4,945$195K0.0%+241.7%0.058%
5/8/2025Private Advisory Group LLC71,506$2.83M0.3%N/A0.843%
5/7/2025LPL Financial LLC1,270,534$50.21M0.0%-4.2%14.983%
5/6/2025Cetera Investment Advisers45,661$1.81M0.0%+7.3%0.538%
5/6/2025Avantax Advisory Services Inc.6,296$249K0.0%N/A0.074%
5/6/2025Madison Asset Management LLC255,241$10.09M0.1%+8.8%3.010%
5/5/2025Foundry Financial Group Inc.60,372$2.39M1.5%-28.0%0.712%
5/5/2025Private Advisor Group LLC17,703$700K0.0%+93.0%0.209%
5/2/2025Kingsview Wealth Management LLC5,623$222K0.0%N/A0.066%
5/2/2025Larson Financial Group LLC386,545$15.28M0.7%+80.4%4.558%
5/2/2025Firestone Capital Management6,401$253K0.1%N/A0.075%
5/1/2025Alaska Permanent Capital Management LLC326,650$12.89M1.1%N/A3.852%
5/1/2025Alaska Wealth Advisors109,572$4.33M0.7%N/A1.292%
5/1/2025Nikulski Financial Inc.5,335$211K0.1%N/A0.063%
5/1/2025Fifth Third Securities Inc.24,690$976K0.1%N/A0.291%
4/30/2025Narus Financial Partners LLC5,369$212K0.1%N/A0.063%
4/29/2025Centennial Bank AR7,700$304K0.1%-16.9%0.091%
4/29/2025Envestnet Asset Management Inc.41,713$1.65M0.0%+44.2%0.492%
4/25/2025Beacon Financial Planning Inc.100,300$3.96M2.3%+13.4%1.183%
4/24/2025Golden State Wealth Management LLC15,651$619K0.1%+20.0%0.185%
4/23/2025Perigon Wealth Management LLC83,918$3.32M0.1%+6.4%0.990%
4/23/2025Golden State Wealth Management LLC31,301$1.24M0.1%+140.0%0.369%
4/22/2025Cambridge Investment Research Advisors Inc.27,221$1.08M0.0%+34.0%0.321%
4/21/2025Envestnet Portfolio Solutions Inc.5,362$212K0.0%+6.8%0.063%
4/18/2025DHJJ Financial Advisors Ltd.71,382$2.82M1.1%+8.2%0.648%
4/17/2025Good Life Advisors LLC31,597$1.25M0.1%-3.3%0.287%
4/16/2025Twin Peaks Wealth Advisors LLC14,330$522K0.2%-4.8%0.130%
4/16/2025Accordant Advisory Group Inc186,176$7.36M7.2%+459.8%1.691%
4/11/2025SeaCrest Wealth Management LLC7,345$290K0.0%-9.9%0.067%
4/11/2025Northwest Financial Advisors6,329$250K0.2%N/A0.057%
4/10/2025Breakwater Capital Group205,198$8.11M1.4%+15.6%1.864%
4/1/2025Confluence Investment Management LLC459,211$18.15M0.3%+7.3%4.171%
3/24/2025Mascagni Wealth Management Inc.6,206$263K0.2%N/A0.056%
2/17/2025Family Management Corp29,466$1.25M0.2%+59.3%0.790%
2/17/2025Cetera Investment Advisers42,567$1.80M0.0%+19.3%1.141%
2/17/2025Bank of America Corp DE37,591$1.59M0.0%+8.2%1.008%
2/17/2025Benjamin Edwards Inc.834,530$35.34M0.5%+1.1%22.373%
2/14/2025Schwallier Wealth Management LLC165,083$6.99M5.3%+5.1%4.426%
2/14/2025IHT Wealth Management LLC7,884$334K0.0%N/A0.211%
2/14/2025Stifel Financial Corp998,146$42.27M0.0%-1.8%26.760%
2/13/2025NewEdge Advisors LLC15,951$676K0.0%N/A0.428%
2/13/2025Raymond James Financial Inc.66,824$2.83M0.0%N/A1.792%
2/13/2025Envestnet Asset Management Inc.28,929$1.23M0.0%+81.2%0.776%
2/11/2025LPL Financial LLC1,326,833$56.19M0.0%+0.5%35.572%
2/10/2025Harbour Investments Inc.1,447$61K0.0%N/A0.039%
2/10/2025Envestnet Portfolio Solutions Inc.5,022$213K0.0%N/A0.135%
2/10/2025Madison Investment Advisors LLC234,561$9.93M0.1%N/A6.288%
2/10/2025Commonwealth Equity Services LLC128,241$5.43M0.0%+1.3%3.438%
2/7/2025HighTower Advisors LLC8,958$379K0.0%+73.4%0.240%
2/7/2025SPX Gestao de Recursos Ltda314,950$13.34M2.0%N/A8.444%
(Data available from 1/1/2016 forward)

XSHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSHQ shares?

During the previous two years, 86 institutional investors and hedge funds held shares of Invesco S&P SmallCap Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($50.21M), Stifel Financial Corp ($42.27M), Benjamin Edwards Inc. ($38.73M), New York Life Investment Management LLC ($25.29M), Confluence Investment Management LLC ($18.15M), Northwestern Mutual Wealth Management Co. ($17.07M), and Independent Advisor Alliance ($16.59M).Learn more on Invesco S&P SmallCap Quality ETF's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap Quality ETF's stock?

Of the 84 institutional investors that purchased Invesco S&P SmallCap Quality ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stifel Financial Corp ($1.02M), Benjamin Edwards Inc. ($979.89K), New York Life Investment Management LLC ($550.16K), Confluence Investment Management LLC ($459.21K), LPL Financial LLC ($437.94K), Independent Advisor Alliance ($391.69K), and Larson Financial Group LLC ($386.55K).

How much institutional buying is happening at Invesco S&P SmallCap Quality ETF?

Institutional investors have bought a total of 5,791,663 shares in the last 24 months. This purchase volume represents approximately $242.84M in transactions.

Which of Invesco S&P SmallCap Quality ETF's major shareholders have been selling company stock?

Of the 24 institutional investors that sold Invesco S&P SmallCap Quality ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Good Life Advisors LLC ($61.82K), Osaic Holdings Inc. ($58.79K), LPL Financial LLC ($56.30K), Perigon Wealth Management LLC ($44.79K), Foundry Financial Group Inc. ($26.84K), Raymond James Financial Inc. ($26.61K), and Envestnet Asset Management Inc. ($20.49K).

How much institutional selling is happening at Invesco S&P SmallCap Quality ETF?

Institutional investors have sold a total of 380,444 shares in the last 24 months. This volume of shares sold represents approximately $15.55M in transactions.


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This page (BATS:XSHQ) was last updated on 10/10/2025 by MarketBeat.com Staff
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