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

Invesco S&P SmallCap Quality ETF logo
$41.94 +6.00 (+16.69%)
As of 07/3/2025 01:04 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)
62
Total
Institutional Inflows
(last 12 months)
$254.64M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$9.69M
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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
5/28/2025Intrua Financial LLC82,500$3.26M0.5%+16.0%0.990%
5/19/2025Jane Street Group LLC7,476$295K0.0%N/A0.090%
5/16/2025Jones Financial Companies Lllp26,100$1.03M0.0%N/A0.313%
5/16/2025NewEdge Advisors LLC20,027$791K0.0%+25.6%0.240%
5/15/2025Royal Bank of Canada8,519$337K0.0%+6.3%0.102%
5/14/2025Comerica Bank9,490$375K0.0%-6.2%0.114%
5/14/2025Northwestern Mutual Wealth Management Co.337,760$13.35M0.0%+60.7%4.055%
5/14/2025Capital Analysts LLC723$29K0.0%N/A0.009%
5/13/2025Raymond James Financial Inc.87,754$3.47M0.0%+31.3%1.053%
5/13/2025HighTower Advisors LLC62,742$2.48M0.0%+600.4%0.753%
5/12/2025Capital Planning Advisors LLC95,281$3.77M0.6%+40.9%1.144%
5/12/2025Benjamin Edwards Inc.979,889$38.73M0.5%+17.4%11.763%
5/9/2025Atria Wealth Solutions Inc.27,923$1.10M0.0%-26.6%0.329%
5/9/2025Thoroughbred Financial Services LLC29,905$1.18M0.1%+48.1%0.353%
5/8/2025Harbour Investments Inc.4,945$195K0.0%+241.7%0.058%
5/8/2025Private Advisory Group LLC71,506$2.83M0.3%N/A0.843%
5/7/2025LPL Financial LLC1,270,534$50.21M0.0%-4.2%14.983%
5/6/2025Cetera Investment Advisers45,661$1.81M0.0%+7.3%0.538%
5/6/2025Avantax Advisory Services Inc.6,296$249K0.0%N/A0.074%
5/6/2025Madison Asset Management LLC255,241$10.09M0.1%+8.8%3.010%
5/5/2025Foundry Financial Group Inc.60,372$2.39M1.5%-28.0%0.712%
5/5/2025Private Advisor Group LLC17,703$700K0.0%+93.0%0.209%
5/2/2025Kingsview Wealth Management LLC5,623$222K0.0%N/A0.066%
5/2/2025Larson Financial Group LLC386,545$15.28M0.7%+80.4%4.558%
5/2/2025Firestone Capital Management6,401$253K0.1%N/A0.075%
5/1/2025Alaska Permanent Capital Management LLC326,650$12.89M1.1%N/A3.852%
5/1/2025Alaska Wealth Advisors109,572$4.33M0.7%N/A1.292%
5/1/2025Nikulski Financial Inc.5,335$211K0.1%N/A0.063%
5/1/2025Fifth Third Securities Inc.24,690$976K0.1%N/A0.291%
4/30/2025Narus Financial Partners LLC5,369$212K0.1%N/A0.063%
4/29/2025Centennial Bank AR 7,700$304K0.1%-16.9%0.091%
4/29/2025Envestnet Asset Management Inc.41,713$1.65M0.0%+44.2%0.492%
4/25/2025Beacon Financial Planning Inc.100,300$3.96M2.3%+13.4%1.183%
4/24/2025Golden State Wealth Management LLC15,651$619K0.1%+20.0%0.185%
4/23/2025Perigon Wealth Management LLC83,918$3.32M0.1%+6.4%0.990%
4/23/2025Golden State Wealth Management LLC31,301$1.24M0.1%+140.0%0.369%
4/22/2025Cambridge Investment Research Advisors Inc.27,221$1.08M0.0%+34.0%0.321%
4/21/2025Envestnet Portfolio Solutions Inc.5,362$212K0.0%+6.8%0.063%
4/18/2025DHJJ Financial Advisors Ltd.71,382$2.82M1.1%+8.2%0.648%
4/17/2025Good Life Advisors LLC31,597$1.25M0.1%-3.3%0.287%
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4/16/2025Twin Peaks Wealth Advisors LLC14,330$522K0.2%-4.8%0.130%
4/16/2025Accordant Advisory Group Inc186,176$7.36M7.2%+459.8%1.691%
4/11/2025SeaCrest Wealth Management LLC7,345$290K0.0%-9.9%0.067%
4/11/2025Northwest Financial Advisors6,329$250K0.2%N/A0.057%
4/10/2025Breakwater Capital Group205,198$8.11M1.4%+15.6%1.864%
4/1/2025 Confluence Investment Management LLC459,211$18.15M0.3%+7.3%4.171%
3/24/2025Mascagni Wealth Management Inc.6,206$263K0.2%N/A0.056%
2/17/2025Family Management Corp29,466$1.25M0.2%+59.3%0.790%
2/17/2025Cetera Investment Advisers42,567$1.80M0.0%+19.3%1.141%
2/17/2025Bank of America Corp DE37,591$1.59M0.0%+8.2%1.008%
2/17/2025Benjamin Edwards Inc.834,530$35.34M0.5%+1.1%22.373%
2/14/2025Schwallier Wealth Management LLC165,083$6.99M5.3%+5.1%4.426%
2/14/2025IHT Wealth Management LLC7,884$334K0.0%N/A0.211%
2/14/2025Stifel Financial Corp998,146$42.27M0.0%-1.8%26.760%
2/13/2025NewEdge Advisors LLC15,951$676K0.0%N/A0.428%
2/13/2025Raymond James Financial Inc.66,824$2.83M0.0%N/A1.792%
2/13/2025Envestnet Asset Management Inc.28,929$1.23M0.0%+81.2%0.776%
2/11/2025LPL Financial LLC1,326,833$56.19M0.0%+0.5%35.572%
2/10/2025Harbour Investments Inc.1,447$61K0.0%N/A0.039%
2/10/2025Envestnet Portfolio Solutions Inc.5,022$213K0.0%N/A0.135%
2/10/2025Madison Investment Advisors LLC234,561$9.93M0.1%N/A6.288%
2/10/2025Commonwealth Equity Services LLC128,241$5.43M0.0%+1.3%3.438%
2/7/2025HighTower Advisors LLC8,958$379K0.0%+73.4%0.240%
2/7/2025SPX Gestao de Recursos Ltda314,950$13.34M2.0%N/A8.444%
2/7/2025Independent Advisor Alliance391,689$16.59M0.2%N/A10.501%
2/7/2025Larson Financial Group LLC214,212$9.07M0.5%+116.5%5.743%
2/7/2025Foundry Financial Group Inc.83,806$3.55M2.2%-1.4%2.247%
2/6/2025Raymond James Financial Inc.66,824$2.83M0.0%N/A1.792%
2/6/2025Cullen Frost Bankers Inc.1,525$65K0.0%N/A0.041%
2/6/2025Atria Investments Inc14,698$622K0.0%-2.9%0.394%
2/5/2025New York Life Investment Management LLC508,483$21.53M0.2%+0.4%13.632%
2/3/2025Private Advisor Group LLC9,172$388K0.0%+26.1%0.246%
2/3/2025Good Life Advisors LLC32,681$1.38M0.1%-54.5%0.876%
1/31/2025Atria Wealth Solutions Inc.38,037$1.61M0.0%+26.9%1.020%
1/30/2025Roman Butler Fullerton & Co.16,060$696K0.2%+27.9%0.431%
1/30/2025DHJJ Financial Advisors Ltd.65,982$2.79M1.1%+19.2%1.769%
1/29/2025Gladstone Institutional Advisory LLC8,744$370K0.0%N/A0.234%
1/28/2025Golden State Wealth Management LLC13,044$552K0.1%N/A0.350%
1/27/2025Financial Advocates Investment Management10,065$426K0.0%-11.8%0.270%
1/27/2025Beacon Financial Planning Inc.88,429$3.75M2.2%+42.8%2.371%
1/24/2025GPS Wealth Strategies Group LLC1,313$56K0.0%N/A0.035%
1/23/2025Swmg LLC14,424$626K0.2%-4.6%0.387%
1/23/2025Fox Financial Inc6,742$286K0.3%-50.9%0.181%
1/23/2025Accordant Advisory Group Inc33,255$1.41M1.4%+4,083.0%0.892%
1/22/2025Perigon Wealth Management LLC78,863$3.38M0.1%-19.8%2.114%
1/17/2025Capital Planning Advisors LLC67,610$2.86M0.4%N/A1.813%
1/15/2025J2 Capital Management Inc12,721$539K0.5%N/A0.341%
1/14/2025Breakwater Capital Group177,554$7.52M1.5%+3.3%4.760%
1/2/2025 Confluence Investment Management LLC427,904$18.12M0.3%+2.4%11.472%
11/15/2024MML Investors Services LLC4,937$214K0.0%-7.3%0.132%
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11/15/2024Stifel Financial Corp1,016,927$44.02M0.0%N/A27.263%
11/15/2024Swmg LLC15,112$699K0.3%N/A0.405%
11/15/2024HighTower Advisors LLC5,166$223K0.0%N/A0.138%
11/15/2024Benjamin Edwards Inc.825,139$35.72M0.5%N/A22.122%
11/12/2024Larson Financial Group LLC98,962$4.28M0.2%+2,975.3%2.653%
11/7/2024Schwallier Wealth Management LLC156,999$6.80M4.9%+4.1%4.209%
11/1/2024Atria Investments Inc15,136$655K0.0%N/A0.406%
10/31/2024 Confluence Investment Management LLC417,867$18.09M0.2%N/A11.203%
10/29/2024Centennial Bank AR40,664$1.76M0.8%+8.4%1.090%
10/29/2024Roman Butler Fullerton & Co.12,552$552K0.2%+99.5%0.337%
(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, 80 institutional investors and hedge funds held shares of Invesco S&P SmallCap Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($50.21M), Stifel Financial Corp ($42.27M), Benjamin Edwards Inc. ($38.73M), New York Life Investment Management LLC ($21.53M), Confluence Investment Management LLC ($18.15M), Independent Advisor Alliance ($16.59M), and Larson Financial Group LLC ($15.28M).Learn more on Invesco S&P SmallCap Quality ETF's institutional investors.

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

Of the 78 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), New York Life Investment Management LLC ($497.62K), Confluence Investment Management LLC ($459.21K), LPL Financial LLC ($441.16K), Independent Advisor Alliance ($391.69K), and Larson Financial Group LLC ($386.55K).

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

Institutional investors have bought a total of 6,110,686 shares in the last 24 months. This purchase volume represents approximately $254.64M in transactions.

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

Of the 16 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: Foundry Financial Group Inc. ($71.95K), LPL Financial LLC ($56.30K), Good Life Advisors LLC ($40.15K), Perigon Wealth Management LLC ($19.46K), Stifel Financial Corp ($18.78K), Atria Wealth Solutions Inc. ($11.72K), and Financial Advocates Investment Management ($7.43K).

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

Institutional investors have sold a total of 238,815 shares in the last 24 months. This volume of shares sold represents approximately $9.69M in transactions.


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This page (BATS:XSHQ) was last updated on 7/5/2025 by MarketBeat.com Staff
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