Free Trial
→ Read now. Do not delete. You’ve been warned. (From Porter & Company) (Ad)tc pixel Free XSHQ Stock Alerts

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

Invesco S&P SmallCap Quality ETF logo
$47.09 0.00 (0.00%)
As of 06/12/2026 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
6/3/2026 NewEdge Advisors LLC22,630$954K0.0%+6.5%0.285%
5/19/2026 Bank of America Corp DE77,823$3.28M0.0%+3.6%0.981%
5/18/2026 Royal Bank of Canada27,186$1.15M0.0%-56.3%0.343%
5/16/2026 Family 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 AR 1,231$52K0.0%-69.2%0.016%
2/17/2026 EFG International AG3,939$166K0.0%N/A0.050%
2/17/2026 Cetera Investment Advisers42,627$1.79M0.0%-4.5%0.538%
2/17/2026 Equitable Holdings Inc.52,109$2.19M0.0%-3.0%0.657%
2/17/2026 Osaic Holdings Inc.51,752$2.18M0.0%-54.4%0.653%
2/17/2026 Royal 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%
2/10/2026 Goldman 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%
2/6/2026 Larson 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%
2/4/2026 Foundry Financial Group Inc.77,589$3.27M1.6%+3.0%0.978%
Before you buy SpaceX shares, consider this alternative approach (Ad)

SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.tc pixel

Discover the overlooked SpaceX IPO strategy before the June listing
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%
11/25/2025 Connors Investor Services Inc.5,435$234K0.0%N/A0.069%
11/17/2025 NewEdge Advisors LLC20,737$892K0.0%-1.8%0.262%
11/17/2025 Susquehanna 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%
11/17/2025 Larson Financial Group LLC552,120$23.76M0.8%+4.7%6.962%
11/17/2025 Flow Traders U.S. LLC6,577$283K0.0%-91.5%0.083%
11/17/2025 Bank of America Corp DE70,869$3.05M0.0%+9.8%0.894%
11/17/2025 Ameriprise Financial Inc.6,265$270K0.0%N/A0.079%
11/14/2025 Raymond James Financial Inc.50,279$2.16M0.0%-17.8%0.634%
11/14/2025 Equitable 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%
11/4/2025 Jones 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%
10/10/2025 Fifth Third Securities Inc.39,788$1.71M0.1%+12.5%0.502%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
10/9/2025 Archer Investment Management LLC10,943$471K0.3%+34.7%0.138%
9/4/2025 Osaic Holdings Inc.109,172$4.45M0.0%-35.0%1.377%
8/26/2025 Thrivent Financial for Lutherans10,970$447K0.0%N/A0.138%
8/15/2025 Nikulski Financial Inc.10,420$424K0.1%+95.3%0.131%
8/15/2025 IHT Wealth Management LLC7,602$310K0.0%-7.7%0.096%
8/15/2025 BNP Paribas Financial Markets20,000$815K0.0%N/A0.252%
8/15/2025 Bank of America Corp DE64,559$2.63M0.0%-12.9%0.814%
8/14/2025 Raymond 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%
8/13/2025 Flow 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 6/15/2026 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
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | 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
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | 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
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel