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

$43.21

+0.78 (+1.84%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 31
Total Institutional Inflows (last 12 months): $48.37M

Number of Institutional Sellers (last 12 months): 6
Total Institutional Outflows (last 12 months): $2.05M

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XSHQ Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Breakwater Capital Group	154,389	$6.00M	1.4%	+11.5%	4.139%
7/22/2024	Atria Wealth Solutions Inc.	21,017	$817K	0.0%	-7.1%	0.563%
7/22/2024	Fox Financial Inc	13,730	$534K	0.5%	+3.5%	0.368%
7/19/2024	Beacon Financial Planning Inc.	45,348	$1.76M	1.2%	+56.9%	1.216%
7/16/2024	Roman Butler Fullerton & Co.	6,293	$243K	0.1%	N/A	0.169%
7/12/2024	DHJJ Financial Advisors Ltd.	46,839	$1.82M	0.8%	+58.9%	1.256%
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5/24/2024	Cetera Advisors LLC	15,430	$635K	0.0%	N/A	0.414%
5/17/2024	Comerica Bank	1,314	$54K	0.0%	N/A	0.035%
5/14/2024	JT Stratford LLC	7,510	$309K	0.1%	N/A	0.201%
5/8/2024	Thoroughbred Financial Services LLC	17,239	$709K	0.1%	-11.6%	0.462%
4/30/2024	Consolidated Portfolio Review Corp	12,120	$499K	0.1%	N/A	0.325%
4/30/2024	Foundry Financial Group Inc.	132,319	$5.45M	3.9%	+7.9%	3.547%
4/30/2024	Perigon Wealth Management LLC	65,861	$2.71M	0.1%	N/A	1.795%
4/29/2024	Commonwealth Equity Services LLC	115,649	$4.76M	0.0%	+15.3%	3.151%
4/23/2024	Twin Peaks Wealth Advisors LLC	15,755	$649K	0.4%	-2.0%	0.429%
4/23/2024	Raymond James Financial Services Advisors Inc.	42,111	$1.73M	0.0%	+401.0%	1.147%
4/22/2024	PFG Investments LLC	12,120	$499K	0.0%	N/A	0.330%
4/22/2024	Beacon Financial Planning Inc.	28,901	$1.19M	0.8%	+236.2%	0.787%
4/18/2024	SeaCrest Wealth Management LLC	8,150	$336K	0.0%	-4.6%	0.222%
4/18/2024	Synergy Asset Management LLC	4,940	$203K	0.0%	-43.9%	0.135%
4/18/2024	Breakwater Capital Group	138,446	$5.70M	1.4%	+12.5%	3.772%
4/18/2024	WJ Wealth Management LLC	68,734	$2.83M	1.1%	-37.6%	1.873%
4/11/2024	DHJJ Financial Advisors Ltd.	29,484	$1.21M	0.5%	+143.3%	2.437%
4/9/2024	Mather Group LLC.	3,633	$145K	0.0%	N/A	0.300%
2/12/2024	TD Capital Management LLC	1,305	$52K	0.0%	+29.7%	0.108%
2/9/2024	Thoroughbred Financial Services LLC	19,500	$777K	0.1%	N/A	1.612%
2/8/2024	Financial Advocates Investment Management	17,403	$694K	0.0%	+21.8%	1.438%
2/7/2024	Northwest Financial Advisors	1,509	$60K	0.1%	N/A	0.125%
2/6/2024	New York Life Investment Management LLC	265,940	$10.61M	0.1%	N/A	21.979%
2/2/2024	Atria Wealth Solutions Inc.	21,328	$851K	0.0%	+32.6%	1.763%
1/30/2024	DHJJ Financial Advisors Ltd.	12,117	$483K	0.2%	+720.4%	1.001%
1/29/2024	Beacon Financial Planning Inc.	8,596	$343K	0.3%	N/A	0.710%
1/26/2024	Fox Financial Inc	13,238	$528K	0.5%	N/A	1.094%
1/26/2024	Geneos Wealth Management Inc.	800	$32K	0.0%	+700.0%	0.066%
1/24/2024	Breakwater Capital Group	123,064	$4.85M	1.4%	+11.3%	10.171%
1/23/2024	Foundry Financial Group Inc.	122,620	$4.89M	4.1%	N/A	10.134%
1/19/2024	Synergy Asset Management LLC	8,800	$351K	0.1%	N/A	0.727%
1/18/2024	SeaCrest Wealth Management LLC	8,539	$329K	0.0%	N/A	0.706%
1/18/2024	Good Life Advisors LLC	48,201	$1.92M	0.2%	N/A	3.984%
1/17/2024	Twin Peaks Wealth Advisors LLC	16,076	$641K	0.4%	N/A	1.329%
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1/16/2024	Raymond James Financial Services Advisors Inc.	8,405	$335K	0.0%	N/A	0.695%
1/16/2024	WJ Wealth Management LLC	110,142	$4.39M	1.9%	N/A	9.103%
11/13/2023	LPL Financial LLC	381,688	$13.61M	0.0%	+39.9%	31.544%
11/8/2023	Atria Wealth Solutions Inc.	16,087	$574K	0.0%	N/A	1.330%
11/7/2023	Advisors Preferred LLC	1,302	$46K	0.0%	N/A	0.108%
11/6/2023	Breakwater Capital Group	110,525	$3.77M	1.3%	+111.4%	9.134%
11/3/2023	Private Advisor Group LLC	35,602	$1.27M	0.0%	N/A	2.942%
10/23/2023	Commonwealth Equity Services LLC	60,652	$2.16M	0.0%	N/A	5.013%
10/17/2023	GHP Investment Advisors Inc.	17,055	$594K	0.0%	+7.8%	1.410%
10/10/2023	DHJJ Financial Advisors Ltd.	1,477	$53K	0.0%	N/A	0.122%
7/31/2023	LPL Financial LLC	272,873	$9.84M	0.0%	+1.2%	31.008%
7/26/2023	Janney Montgomery Scott LLC	6,225	$224K	0.0%	-42.0%	0.707%
7/24/2023	Breakwater Capital Group	52,277	$1.89M	0.7%	N/A	5.941%
7/13/2023	Cambridge Investment Research Advisors Inc.	135,276	$4.88M	0.0%	-1.2%	15.372%
5/11/2023	Cambridge Investment Research Advisors Inc.	136,901	$4.63M	0.0%	+4.6%	15.557%
5/11/2023	Financial Advocates Investment Management	14,313	$484K	0.0%	+16.7%	1.626%
5/10/2023	LPL Financial LLC	269,657	$9.12M	0.0%	+6.5%	30.643%
5/3/2023	Advisors Preferred LLC	1,099	$37K	0.0%	N/A	0.125%
4/28/2023	Janney Montgomery Scott LLC	10,725	$363K	0.0%	+22.9%	1.219%
4/12/2023	Flagship Harbor Advisors LLC	9,813	$332K	0.0%	-5.7%	1.168%
2/8/2023	Cambridge Investment Research Advisors Inc.	130,922	$4.27M	0.0%	+1.1%	0.000%
2/7/2023	LPL Financial LLC	253,139	$8.26M	0.0%	+6.1%	0.000%
1/13/2023	Flagship Harbor Advisors LLC	10,405	$339K	0.0%	-9.0%	0.000%
11/15/2022	Financial Advocates Investment Management	11,483	$347K	0.0%	+3.4%	0.000%
11/7/2022	Advisors Preferred LLC	906	$28K	0.0%	N/A	0.000%
10/26/2022	Truist Financial Corp	12,550	$379K	0.0%	N/A	0.000%
10/25/2022	Janney Montgomery Scott LLC	8,725	$263K	0.0%	-41.7%	0.000%
10/17/2022	Cambridge Investment Research Advisors Inc.	129,438	$3.91M	0.0%	+0.5%	0.000%
10/13/2022	Flagship Harbor Advisors LLC	11,432	$345K	0.0%	-65.9%	0.000%
8/12/2022	Financial Advocates Investment Management	11,107	$344K	0.0%	N/A	0.000%
8/3/2022	Janney Montgomery Scott LLC	14,975	$471K	0.0%	-24.6%	0.000%
7/13/2022	Flagship Harbor Advisors LLC	33,557	$1.04M	0.1%	-66.9%	0.000%
7/13/2022	Cambridge Investment Research Advisors Inc.	128,801	$3.99M	0.0%	+9.9%	0.000%
5/12/2022	Cambridge Investment Research Advisors Inc.	117,242	$4.22M	0.0%	N/A	0.000%
5/4/2022	Janney Montgomery Scott LLC	19,851	$714K	0.0%	+59.1%	0.000%
4/13/2022	Flagship Harbor Advisors LLC	101,355	$3.65M	0.4%	+57.5%	0.000%
2/15/2022	MML Investors Services LLC	62,037	$2.43M	0.0%	N/A	0.000%
2/14/2022	LPL Financial LLC	123,138	$4.82M	0.0%	+11.7%	0.000%
2/11/2022	Equitable Holdings Inc.	6,886	$270K	0.0%	N/A	0.000%
2/7/2022	Advisors Preferred LLC	693	$27K	0.0%	N/A	0.000%
1/27/2022	Janney Montgomery Scott LLC	12,475	$488K	0.0%	N/A	0.000%
11/16/2021	LPL Financial LLC	110,226	$4.04M	0.0%	+273.9%	0.000%
11/12/2021	GHP Investment Advisors Inc.	16,665	$611K	0.0%	+3.6%	0.000%
11/10/2021	Goldman Sachs Group Inc.	30,332	$1.11M	0.0%	N/A	0.000%
10/25/2021	Cardan Capital Partners LLC	15,543	$570K	0.1%	-79.1%	0.000%
8/16/2021	Royal Bank of Canada	12,661	$465K	0.0%	+162.1%	0.000%
8/13/2021	LPL Financial LLC	29,481	$1.08M	0.0%	+1.4%	0.000%
5/17/2021	Royal Bank of Canada	4,830	$178K	0.0%	N/A	0.000%
5/13/2021	Mutual Advisors LLC	205,759	$7.59M	0.5%	N/A	0.000%
5/12/2021	UBS Group AG	1,473	$54K	0.0%	+625.6%	0.000%
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3/30/2021	Koshinski Asset Management Inc.	22,968	$2.32M	0.2%	N/A	0.000%
3/26/2021	Susquehanna International Group LLP	10,959	$351K	0.0%	N/A	0.000%
2/12/2021	LPL Financial LLC	25,499	$816K	0.0%	+3.5%	0.000%
2/5/2021	Koshinski Asset Management Inc.	22,968	$2.32M	0.2%	N/A	0.000%
2/2/2021	Koshinski Asset Management Inc.	22,968	$2.32M	0.5%	N/A	0.000%
12/29/2020	Wealth Advisory Solutions LLC	16,774	$427K	0.1%	+3.2%	0.000%
11/9/2020	LPL Financial LLC	24,643	$628K	0.0%	+3.8%	0.000%
8/6/2020	GHP Investment Advisors Inc.	26,898	$681K	0.1%	+5.2%	0.000%

(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, 35 institutional investors and hedge funds held shares of Invesco S&P SmallCap Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($13.61M), New York Life Investment Management LLC ($10.61M), Breakwater Capital Group ($6.00M), Foundry Financial Group Inc. ($5.45M), Cambridge Investment Research Advisors Inc. ($4.88M), Commonwealth Equity Services LLC ($4.76M), and WJ Wealth Management LLC ($2.83M).Learn more on XSHQ's institutional investors.
Which institutional investors have been buying Invesco S&P SmallCap Quality ETF stock?: Of the 34 institutional investors that purchased Invesco S&P SmallCap Quality ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: New York Life Investment Management LLC ($265.94K), Breakwater Capital Group ($154.39K), LPL Financial LLC ($143.14K), Foundry Financial Group Inc. ($132.32K), WJ Wealth Management LLC ($110.14K), Commonwealth Equity Services LLC ($76.00K), and Perigon Wealth Management LLC ($65.86K).
How much institutional buying is happening at Invesco S&P SmallCap Quality ETF?: Institutional investors have bought a total of 1,358,598 shares in the last 24 months. This purchase volume represents approximately $53.43M in transactions.

Which Invesco S&P SmallCap Quality ETF major shareholders have been selling company stock?: Of the 9 institutional investors that sold Invesco S&P SmallCap Quality ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WJ Wealth Management LLC ($41.41K), Flagship Harbor Advisors LLC ($23.74K), Janney Montgomery Scott LLC ($15.63K), Synergy Asset Management LLC ($3.86K), Thoroughbred Financial Services LLC ($2.26K), Cambridge Investment Research Advisors Inc. ($1.63K), and Atria Wealth Solutions Inc. ($1.60K).
How much institutional selling is happening at Invesco S&P SmallCap Quality ETF?: Institutional investors have sold a total of 90,835 shares in the last 24 months. This volume of shares sold represents approximately $3.35M in transactions.