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

Invesco S&P SmallCap Quality ETF logo
$49.78 +0.18 (+0.36%)
As of 08/14/2026 04:10 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)
42
Total
Institutional Inflows
(last 12 months)
$21.81M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$55.72M
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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
7/9/2026 Breakwater Capital Group139,859$6.76M0.8%-21.0%1.764%
6/3/2026 NewEdge Advisors LLC22,630$954K0.0%+6.5%0.285%
5/19/2026Bank of America Corp DE77,823$3.28M0.0%+3.6%0.981%
5/18/2026Royal Bank of Canada27,186$1.15M0.0%-56.3%0.343%
5/16/2026Family Manage LLC17,636$744K0.1%-28.3%0.222%
5/13/2026 Cetera Investment Advisers46,272$1.95M0.0%+8.6%0.584%
5/8/2026 Madison Asset Management LLC21,316$899K0.0%-41.3%0.269%
5/5/2026 D.A. Davidson & CO.6,012$253K0.0%N/A0.076%
5/5/2026 Sigma Planning Corp9,561$403K0.0%-16.2%0.121%
4/24/2026 Essex Financial Services Inc.6,700$282K0.0%+6.3%0.084%
4/23/2026 Foundry Financial Group Inc.7,506$316K0.2%-90.3%0.095%
4/23/2026 Intrua Financial LLC81,711$3.45M0.4%-0.3%1.030%
4/22/2026 Onyx Bridge Wealth Group LLC9,192$388K0.0%-3.1%0.116%
4/20/2026 Breakwater Capital Group177,110$7.47M1.0%-13.3%2.233%
4/16/2026 Westmount Partners LLC40,000$1.69M0.4%N/A0.504%
2/18/2026 Onyx Bridge Wealth Group LLC9,489$399K0.0%-14.4%0.120%
2/18/2026 NewEdge Advisors LLC21,248$894K0.0%+2.5%0.268%
2/18/2026 Centennial Bank AR1,231$52K0.0%-69.2%0.016%
2/17/2026EFG International AG3,939$166K0.0%N/A0.050%
2/17/2026 Cetera Investment Advisers42,627$1.79M0.0%-4.5%0.538%
2/17/2026Equitable Holdings Inc.52,109$2.19M0.0%-3.0%0.657%
2/17/2026Osaic Holdings Inc.51,752$2.18M0.0%-54.4%0.653%
2/17/2026Royal Bank of Canada62,165$2.62M0.0%+293.1%0.784%
2/13/2026 Kestra Advisory Services LLC851$36K0.0%N/A0.011%
2/13/2026 Golden State Wealth Management LLC21,086$888K0.1%+2.8%0.266%
2/13/2026 Summit Financial LLC9,849$415K0.0%+9.8%0.124%
2/11/2026 Fortune Financial Group Inc.14,394$622K0.6%N/A0.182%
2/11/2026 LPL Financial LLC815,523$34.33M0.0%-25.5%10.284%
2/11/2026 Mascagni Wealth Management Inc.5,567$234K0.2%-9.9%0.070%
2/10/2026 TAGStone Capital Inc.16,313$687K0.3%+29.6%0.206%
2/10/2026Goldman Sachs Group Inc.78,126$3.29M0.0%N/A0.985%
2/10/2026 Essex Financial Services Inc.6,305$265K0.0%+19.9%0.080%
2/10/2026 Northwestern Mutual Wealth Management Co.483,883$20.37M0.0%+4.4%6.102%
2/9/2026 Harbour Investments Inc.887$37K0.0%-90.0%0.011%
2/6/2026 EverSource Wealth Advisors LLC1,526$64K0.0%-22.7%0.019%
2/6/2026 Signature Estate & Investment Advisors LLC19,040$801K0.0%+39.9%0.240%
2/6/2026 Cullen Frost Bankers Inc.2,204$93K0.0%+116.7%0.028%
2/6/2026Larson Financial Group LLC563,884$23.74M0.8%+2.1%7.111%
2/6/2026 HighTower Advisors LLC23,268$979K0.0%-11.3%0.293%
2/5/2026 Intrua Financial LLC81,995$3.45M0.4%+1.8%1.034%
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2/4/2026 Foundry Financial Group Inc.77,589$3.27M1.6%+3.0%0.978%
2/4/2026 Madison Asset Management LLC36,338$1.53M0.0%-86.2%0.458%
1/29/2026 Sanctuary Advisors LLC8,957$377K0.0%-60.5%0.113%
1/27/2026 GHP Investment Advisors Inc.16,987$715K0.0%-2.6%0.214%
1/26/2026 Northwest Financial Advisors5,979$252K0.5%+20.3%0.075%
1/23/2026 Fifth Third Securities Inc.44,575$1.88M0.1%+12.0%0.562%
1/23/2026 DHJJ Financial Advisors Ltd.78,933$3.32M1.1%+3.5%0.995%
1/23/2026 Donor Advised Charitable Giving Inc.4,994$210K0.0%N/A0.063%
1/22/2026 Beacon Financial Planning Inc.95,937$4.04M1.9%+2.5%1.210%
1/21/2026 Flagship Harbor Advisors LLC1,316$55K0.0%N/A0.017%
1/15/2026 Nikulski Financial Inc.7,025$296K0.1%-32.6%0.089%
1/15/2026 Private Advisory Group LLC127,710$5.38M0.4%+7.3%1.610%
1/12/2026 SeaCrest Wealth Management LLC5,098$219K0.0%-9.0%0.064%
1/12/2026 Archer Investment Management LLC9,918$418K0.2%-9.4%0.125%
1/9/2026 Breakwater Capital Group204,368$8.60M1.2%-0.9%2.577%
11/25/2025Connors Investor Services Inc.5,435$234K0.0%N/A0.069%
11/17/2025 NewEdge Advisors LLC20,737$892K0.0%-1.8%0.262%
11/17/2025Susquehanna International Group LLP16,432$707K0.0%-10.4%0.207%
11/17/2025 Northwestern Mutual Wealth Management Co.463,683$19.95M0.0%+10.6%5.847%
11/17/2025Larson Financial Group LLC552,120$23.76M0.8%+4.7%6.962%
11/17/2025Flow Traders U.S. LLC6,577$283K0.0%-91.5%0.083%
11/17/2025Bank of America Corp DE70,869$3.05M0.0%+9.8%0.894%
11/17/2025Ameriprise Financial Inc.6,265$270K0.0%N/A0.079%
11/14/2025Raymond James Financial Inc.50,279$2.16M0.0%-17.8%0.634%
11/14/2025Equitable Holdings Inc.53,697$2.31M0.0%+7.3%0.677%
11/13/2025 BNP Paribas Financial Markets40,000$1.72M0.0%+100.0%0.504%
11/13/2025 Private Advisor Group LLC5,066$218K0.0%-11.1%0.064%
11/12/2025 Consolidated Portfolio Review Corp17,933$772K0.1%+29.9%0.226%
11/10/2025 EverSource Wealth Advisors LLC1,974$85K0.0%N/A0.025%
11/10/2025 Private Advisory Group LLC118,990$5.12M0.4%+53.9%1.501%
11/7/2025 Essex Financial Services Inc.5,260$226K0.0%N/A0.066%
11/7/2025 Fox Financial Inc6,541$281K0.2%-4.9%0.082%
11/6/2025 Onyx Bridge Wealth Group LLC11,086$477K0.1%N/A0.140%
11/6/2025 Madison Asset Management LLC263,953$11.36M0.1%-1.9%3.329%
11/6/2025 Northwest Financial Advisors4,969$214K0.3%N/A0.063%
11/6/2025 Breakwater Capital Group206,216$8.87M1.3%+7.7%2.600%
11/5/2025 Signature Estate & Investment Advisors LLC13,611$586K0.0%+36.8%0.172%
11/5/2025 TAGStone Capital Inc.12,585$542K0.2%+15.5%0.159%
11/5/2025 Envestnet Asset Management Inc.25,172$1.08M0.0%+18.6%0.317%
11/4/2025Jones Financial Companies Lllp28,064$1.22M0.0%+54.2%0.354%
11/3/2025 Golden State Wealth Management LLC20,521$883K0.1%+5.6%0.259%
10/31/2025 Alaska Permanent Capital Management LLC7,837$338K0.0%-97.8%0.099%
10/31/2025 Alaska Wealth Advisors118,955$5.12M0.7%+1.9%1.500%
10/31/2025 Cullen Frost Bankers Inc.1,017$44K0.0%-55.5%0.013%
10/30/2025 Twin Peaks Wealth Advisors LLC12,956$558K0.2%-6.2%0.163%
10/29/2025 Intrua Financial LLC80,535$3.47M0.4%-4.7%1.016%
10/28/2025 Beacon Financial Planning Inc.93,591$4.03M2.1%-0.8%1.180%
10/23/2025 Foundry Financial Group Inc.75,355$3.24M1.7%-0.7%0.950%
10/20/2025 DHJJ Financial Advisors Ltd.76,263$3.28M1.1%+6.5%0.962%
10/15/2025 Brookstone Capital Management5,667$244K0.0%+6.0%0.071%
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10/10/2025 Fifth Third Securities Inc.39,788$1.71M0.1%+12.5%0.502%
10/9/2025 Archer 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%
8/15/2025 Nikulski Financial Inc.10,420$424K0.1%+95.3%0.131%
8/15/2025IHT Wealth Management LLC7,602$310K0.0%-7.7%0.096%
8/15/2025 BNP 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%
8/14/2025 NewEdge Advisors LLC21,110$860K0.0%+5.4%0.266%


XSHQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of Invesco S&P SmallCap Quality ETF. The most heavily invested institutionals were Stifel Financial Corp ($42.27M), Benjamin Edwards Inc. ($38.73M), LPL Financial LLC ($34.33M), New York Life Investment Management LLC ($25.29M), Larson Financial Group LLC ($23.74M), Northwestern Mutual Wealth Management Co. ($20.37M), and Confluence Investment Management LLC ($18.15M).Learn more on Invesco S&P SmallCap Quality ETF's institutional investors.

Of the 83 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), Confluence Investment Management LLC ($459.21K), Larson Financial Group LLC ($419.76K), Independent Advisor Alliance ($391.69K), Alaska Permanent Capital Management LLC ($357.73K), and SPX Gestao de Recursos Ltda ($314.95K).

Institutional investors have bought a total of 513,065 shares in the last 24 months. This purchase volume represents approximately $21.81M in transactions.

Of the 32 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: Alaska Permanent Capital Management LLC ($349.89K), LPL Financial LLC ($279.18K), Madison Asset Management LLC ($247.74K), Osaic Holdings Inc. ($120.64K), Flow Traders U.S. LLC ($70.71K), Foundry Financial Group Inc. ($70.64K), and Breakwater Capital Group ($66.36K).

Institutional investors have sold a total of 1,309,568 shares in the last 24 months. This volume of shares sold represents approximately $55.72M in transactions.


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Institutional ownership data for BATS:XSHQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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