Go Pro
→ Do NOT Buy SpaceX – Do This Instead (From Stansberry Research) (Ad)tc pixel Free XSHQ Stock Alerts

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

Invesco S&P SmallCap Quality ETF logo
$47.84 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Quality ETF (BATS:XSHQ)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$35.60M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$59.24M
Get XSHQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P SmallCap Quality ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XSHQ Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge 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%
5/13/2026Cetera Investment Advisers46,272$1.95M0.0%+8.6%0.584%
5/8/2026Madison Asset Management LLC21,316$899K0.0%-41.3%0.269%
5/5/2026D.A. Davidson & CO.6,012$253K0.0%N/A0.076%
5/5/2026Sigma Planning Corp9,561$403K0.0%-16.2%0.121%
4/24/2026Essex Financial Services Inc.6,700$282K0.0%+6.3%0.084%
4/23/2026Foundry Financial Group Inc.7,506$316K0.2%-90.3%0.095%
4/23/2026Intrua Financial LLC81,711$3.45M0.4%-0.3%1.030%
4/22/2026Onyx Bridge Wealth Group LLC9,192$388K0.0%-3.1%0.116%
4/20/2026Breakwater Capital Group177,110$7.47M1.0%-13.3%2.233%
4/16/2026Westmount Partners LLC40,000$1.69M0.4%N/A0.504%
2/18/2026Onyx Bridge Wealth Group LLC9,489$399K0.0%-14.4%0.120%
2/18/2026NewEdge Advisors LLC21,248$894K0.0%+2.5%0.268%
2/18/2026Centennial Bank AR1,231$52K0.0%-69.2%0.016%
2/17/2026EFG International AG3,939$166K0.0%N/A0.050%
2/17/2026Cetera 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%
2/13/2026Kestra Advisory Services LLC851$36K0.0%N/A0.011%
2/13/2026Golden State Wealth Management LLC21,086$888K0.1%+2.8%0.266%
2/13/2026Summit Financial LLC9,849$415K0.0%+9.8%0.124%
2/11/2026Fortune Financial Group Inc.14,394$622K0.6%N/A0.182%
2/11/2026LPL Financial LLC815,523$34.33M0.0%-25.5%10.284%
2/11/2026Mascagni Wealth Management Inc.5,567$234K0.2%-9.9%0.070%
2/10/2026TAGStone Capital Inc.16,313$687K0.3%+29.6%0.206%
2/10/2026Goldman Sachs Group Inc.78,126$3.29M0.0%N/A0.985%
2/10/2026Essex Financial Services Inc.6,305$265K0.0%+19.9%0.080%
2/10/2026Northwestern Mutual Wealth Management Co.483,883$20.37M0.0%+4.4%6.102%
2/9/2026Harbour Investments Inc.887$37K0.0%-90.0%0.011%
2/6/2026EverSource Wealth Advisors LLC1,526$64K0.0%-22.7%0.019%
2/6/2026Signature Estate & Investment Advisors LLC19,040$801K0.0%+39.9%0.240%
2/6/2026Cullen 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%
2/6/2026HighTower Advisors LLC23,268$979K0.0%-11.3%0.293%
2/5/2026Intrua Financial LLC81,995$3.45M0.4%+1.8%1.034%
2/4/2026Foundry Financial Group Inc.77,589$3.27M1.6%+3.0%0.978%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/4/2026Madison Asset Management LLC36,338$1.53M0.0%-86.2%0.458%
1/29/2026Sanctuary Advisors LLC8,957$377K0.0%-60.5%0.113%
1/27/2026GHP Investment Advisors Inc.16,987$715K0.0%-2.6%0.214%
1/26/2026Northwest Financial Advisors5,979$252K0.5%+20.3%0.075%
1/23/2026Fifth Third Securities Inc.44,575$1.88M0.1%+12.0%0.562%
1/23/2026DHJJ Financial Advisors Ltd.78,933$3.32M1.1%+3.5%0.995%
1/23/2026Donor Advised Charitable Giving Inc.4,994$210K0.0%N/A0.063%
1/22/2026Beacon Financial Planning Inc.95,937$4.04M1.9%+2.5%1.210%
1/21/2026Flagship Harbor Advisors LLC1,316$55K0.0%N/A0.017%
1/15/2026Nikulski Financial Inc.7,025$296K0.1%-32.6%0.089%
1/15/2026Private Advisory Group LLC127,710$5.38M0.4%+7.3%1.610%
1/12/2026SeaCrest Wealth Management LLC5,098$219K0.0%-9.0%0.064%
1/12/2026Archer Investment Management LLC9,918$418K0.2%-9.4%0.125%
1/9/2026Breakwater Capital Group204,368$8.60M1.2%-0.9%2.577%
11/25/2025Connors Investor Services Inc.5,435$234K0.0%N/A0.069%
11/17/2025NewEdge Advisors LLC20,737$892K0.0%-1.8%0.262%
11/17/2025Susquehanna International Group LLP16,432$707K0.0%-10.4%0.207%
11/17/2025Northwestern 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%
11/13/2025BNP Paribas Financial Markets40,000$1.72M0.0%+100.0%0.504%
11/13/2025Private Advisor Group LLC5,066$218K0.0%-11.1%0.064%
11/12/2025Consolidated Portfolio Review Corp17,933$772K0.1%+29.9%0.226%
11/10/2025EverSource Wealth Advisors LLC1,974$85K0.0%N/A0.025%
11/10/2025Private Advisory Group LLC118,990$5.12M0.4%+53.9%1.501%
11/7/2025Essex Financial Services Inc.5,260$226K0.0%N/A0.066%
11/7/2025Fox Financial Inc6,541$281K0.2%-4.9%0.082%
11/6/2025Onyx Bridge Wealth Group LLC11,086$477K0.1%N/A0.140%
11/6/2025Madison Asset Management LLC263,953$11.36M0.1%-1.9%3.329%
11/6/2025Northwest Financial Advisors4,969$214K0.3%N/A0.063%
11/6/2025Breakwater Capital Group206,216$8.87M1.3%+7.7%2.600%
11/5/2025Signature Estate & Investment Advisors LLC13,611$586K0.0%+36.8%0.172%
11/5/2025TAGStone Capital Inc.12,585$542K0.2%+15.5%0.159%
11/5/2025Envestnet 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%
11/3/2025Golden State Wealth Management LLC20,521$883K0.1%+5.6%0.259%
10/31/2025Alaska Permanent Capital Management LLC7,837$338K0.0%-97.8%0.099%
10/31/2025Alaska Wealth Advisors118,955$5.12M0.7%+1.9%1.500%
10/31/2025Cullen Frost Bankers Inc.1,017$44K0.0%-55.5%0.013%
10/30/2025Twin Peaks Wealth Advisors LLC12,956$558K0.2%-6.2%0.163%
10/29/2025Intrua Financial LLC80,535$3.47M0.4%-4.7%1.016%
10/28/2025Beacon Financial Planning Inc.93,591$4.03M2.1%-0.8%1.180%
10/23/2025Foundry Financial Group Inc.75,355$3.24M1.7%-0.7%0.950%
10/20/2025DHJJ Financial Advisors Ltd.76,263$3.28M1.1%+6.5%0.962%
10/15/2025Brookstone Capital Management5,667$244K0.0%+6.0%0.071%
10/10/2025Fifth Third Securities Inc.39,788$1.71M0.1%+12.5%0.502%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%


XSHQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 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 86 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 ($422.97K), Independent Advisor Alliance ($391.69K), Alaska Permanent Capital Management LLC ($357.73K), and LPL Financial LLC ($329.12K).

Institutional investors have bought a total of 851,332 shares in the last 24 months. This purchase volume represents approximately $35.60M in transactions.

Of the 39 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 ($42.88K).

Institutional investors have sold a total of 1,402,671 shares in the last 24 months. This volume of shares sold represents approximately $59.24M in transactions.


Related Companies

This page (BATS:XSHQ) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel