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

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-0.05 (-0.13%)
(As of 04/24/2024 ET)
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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)
27
Total
Institutional Inflows
(last 12 months)
$44.68M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.11M
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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
4/23/2024 Twin Peaks Wealth Advisors LLC15,755$649K0.4%-2.0%0.429%
4/23/2024 Raymond James Financial Services Advisors Inc.42,111$1.73M0.0%+401.0%1.147%
4/22/2024 PFG Investments LLC12,120$499K0.0%N/A0.330%
4/22/2024 Beacon Financial Planning Inc.28,901$1.19M0.8%+236.2%0.787%
4/18/2024 SeaCrest Wealth Management LLC8,150$336K0.0%-4.6%0.222%
4/18/2024 Synergy Asset Management LLC4,940$203K0.0%-43.9%0.135%
4/18/2024 Breakwater Capital Group138,446$5.70M1.4%+12.5%3.772%
4/18/2024 WJ Wealth Management LLC68,734$2.83M1.1%-37.6%1.873%
4/11/2024 DHJJ Financial Advisors Ltd.29,484$1.21M0.5%+143.3%2.437%
4/9/2024 Mather Group LLC.3,633$145K0.0%N/A0.300%
2/12/2024TD Capital Management LLC1,305$52K0.0%+29.7%0.108%
2/9/2024Thoroughbred Financial Services LLC19,500$777K0.1%N/A1.612%
2/8/2024Financial Advocates Investment Management17,403$694K0.0%+21.8%1.438%
2/7/2024Northwest Financial Advisors1,509$60K0.1%N/A0.125%
2/6/2024New York Life Investment Management LLC265,940$10.61M0.1%N/A21.979%
2/2/2024Atria Wealth Solutions Inc.21,328$851K0.0%+32.6%1.763%
1/30/2024 DHJJ Financial Advisors Ltd.12,117$483K0.2%+720.4%1.001%
1/29/2024 Beacon Financial Planning Inc.8,596$343K0.3%N/A0.710%
1/26/2024Fox Financial Inc13,238$528K0.5%N/A1.094%
1/26/2024Geneos Wealth Management Inc.800$32K0.0%+700.0%0.066%
1/24/2024 Breakwater Capital Group123,064$4.85M1.4%+11.3%10.171%
1/23/2024Foundry Financial Group Inc.122,620$4.89M4.1%N/A10.134%
1/19/2024 Synergy Asset Management LLC8,800$351K0.1%N/A0.727%
1/18/2024 SeaCrest Wealth Management LLC8,539$329K0.0%N/A0.706%
1/18/2024Good Life Advisors LLC48,201$1.92M0.2%N/A3.984%
1/17/2024 Twin Peaks Wealth Advisors LLC16,076$641K0.4%N/A1.329%
1/16/2024 Raymond James Financial Services Advisors Inc.8,405$335K0.0%N/A0.695%
1/16/2024 WJ Wealth Management LLC110,142$4.39M1.9%N/A9.103%
11/13/2023LPL Financial LLC381,688$13.61M0.0%+39.9%31.544%
11/8/2023Atria Wealth Solutions Inc.16,087$574K0.0%N/A1.330%
11/7/2023Advisors Preferred LLC1,302$46K0.0%N/A0.108%
11/6/2023 Breakwater Capital Group110,525$3.77M1.3%+111.4%9.134%
11/3/2023Private Advisor Group LLC35,602$1.27M0.0%N/A2.942%
10/23/2023Commonwealth Equity Services LLC60,652$2.16M0.0%N/A5.013%
10/17/2023GHP Investment Advisors Inc.17,055$594K0.0%+7.8%1.410%
10/10/2023 DHJJ Financial Advisors Ltd.1,477$53K0.0%N/A0.122%
7/31/2023LPL Financial LLC272,873$9.84M0.0%+1.2%31.008%
7/26/2023Janney Montgomery Scott LLC6,225$224K0.0%-42.0%0.707%
7/24/2023 Breakwater Capital Group52,277$1.89M0.7%N/A5.941%
7/13/2023Cambridge Investment Research Advisors Inc.135,276$4.88M0.0%-1.2%15.372%
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5/11/2023Cambridge Investment Research Advisors Inc.136,901$4.63M0.0%+4.6%15.557%
5/11/2023Financial Advocates Investment Management14,313$484K0.0%+16.7%1.626%
5/10/2023LPL Financial LLC269,657$9.12M0.0%+6.5%30.643%
5/3/2023Advisors Preferred LLC1,099$37K0.0%N/A0.125%
4/28/2023Janney Montgomery Scott LLC10,725$363K0.0%+22.9%1.219%
4/12/2023 Flagship Harbor Advisors LLC9,813$332K0.0%-5.7%1.168%
2/8/2023Cambridge Investment Research Advisors Inc.130,922$4.27M0.0%+1.1%0.000%
2/7/2023LPL Financial LLC253,139$8.26M0.0%+6.1%0.000%
1/13/2023 Flagship Harbor Advisors LLC10,405$339K0.0%-9.0%0.000%
11/15/2022Financial Advocates Investment Management11,483$347K0.0%+3.4%0.000%
11/7/2022Advisors Preferred LLC906$28K0.0%N/A0.000%
10/26/2022Truist Financial Corp12,550$379K0.0%N/A0.000%
10/25/2022Janney Montgomery Scott LLC8,725$263K0.0%-41.7%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.129,438$3.91M0.0%+0.5%0.000%
10/13/2022 Flagship Harbor Advisors LLC11,432$345K0.0%-65.9%0.000%
8/12/2022Financial Advocates Investment Management11,107$344K0.0%N/A0.000%
8/3/2022Janney Montgomery Scott LLC14,975$471K0.0%-24.6%0.000%
7/13/2022 Flagship Harbor Advisors LLC33,557$1.04M0.1%-66.9%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.128,801$3.99M0.0%+9.9%0.000%
5/12/2022Cambridge Investment Research Advisors Inc.117,242$4.22M0.0%N/A0.000%
5/4/2022Janney Montgomery Scott LLC19,851$714K0.0%+59.1%0.000%
4/13/2022 Flagship Harbor Advisors LLC101,355$3.65M0.4%+57.5%0.000%
2/15/2022MML Investors Services LLC62,037$2.43M0.0%N/A0.000%
2/14/2022LPL Financial LLC123,138$4.82M0.0%+11.7%0.000%
2/11/2022Equitable Holdings Inc.6,886$270K0.0%N/A0.000%
2/7/2022Advisors Preferred LLC693$27K0.0%N/A0.000%
1/27/2022Janney Montgomery Scott LLC12,475$488K0.0%N/A0.000%
11/16/2021LPL Financial LLC110,226$4.04M0.0%+273.9%0.000%
11/12/2021GHP Investment Advisors Inc.16,665$611K0.0%+3.6%0.000%
11/10/2021Goldman Sachs Group Inc.30,332$1.11M0.0%N/A0.000%
10/25/2021Cardan Capital Partners LLC15,543$570K0.1%-79.1%0.000%
8/16/2021Royal Bank of Canada12,661$465K0.0%+162.1%0.000%
8/13/2021LPL Financial LLC29,481$1.08M0.0%+1.4%0.000%
5/17/2021Royal Bank of Canada4,830$178K0.0%N/A0.000%
5/13/2021Mutual Advisors LLC205,759$7.59M0.5%N/A0.000%
5/12/2021UBS Group AG1,473$54K0.0%+625.6%0.000%
3/30/2021Koshinski Asset Management Inc.22,968$2.32M0.2%N/A0.000%
3/26/2021Susquehanna International Group LLP10,959$351K0.0%N/A0.000%
2/12/2021LPL Financial LLC25,499$816K0.0%+3.5%0.000%
2/5/2021Koshinski Asset Management Inc.22,968$2.32M0.2%N/A0.000%
2/2/2021Koshinski Asset Management Inc.22,968$2.32M0.5%N/A0.000%
12/29/2020 Wealth Advisory Solutions LLC16,774$427K0.1%+3.2%0.000%
11/9/2020LPL Financial LLC24,643$628K0.0%+3.8%0.000%
8/6/2020GHP Investment Advisors Inc.26,898$681K0.1%+5.2%0.000%
5/13/2020GHP Investment Advisors Inc.25,558$548K0.1%+175.7%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, 29 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 ($5.70M), Foundry Financial Group Inc. ($4.89M), Cambridge Investment Research Advisors Inc. ($4.88M), WJ Wealth Management LLC ($2.83M), and Commonwealth Equity Services LLC ($2.16M).Learn more on XSHQ's institutional investors.

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

Of the 28 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), LPL Financial LLC ($143.14K), Breakwater Capital Group ($138.45K), Cambridge Investment Research Advisors Inc. ($136.90K), Foundry Financial Group Inc. ($122.62K), WJ Wealth Management LLC ($110.14K), and Commonwealth Equity Services LLC ($60.65K).

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

Institutional investors have bought a total of 1,310,996 shares in the last 24 months. This purchase volume represents approximately $50.90M in transactions.

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

The following institutional investors have sold Invesco S&P SmallCap Quality ETF stock in the last 24 months: Flagship Harbor Advisors LLC ($91.54K), WJ Wealth Management LLC ($41.41K), Janney Montgomery Scott LLC ($15.63K), Synergy Asset Management LLC ($3.86K), Cambridge Investment Research Advisors Inc. ($1.63K), SeaCrest Wealth Management LLC ($389.00), and Twin Peaks Wealth Advisors LLC ($321.00).

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

Institutional investors have sold a total of 154,771 shares in the last 24 months. This volume of shares sold represents approximately $5.30M in transactions.


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This page (BATS:XSHQ) was last updated on 4/25/2024 by MarketBeat.com Staff

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