Institutional Ownership Invesco ETF Tr Ii S&P Smallcap (XSHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHD). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 584,620 shares, which have been reported (via 13F filing form) to have a value of $7.66 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
101,930
shares
|
$1.34 Million
0.29% of portfolio
|
Q1 2025
Added 35.38%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
97,268
shares
|
$1.27 Million
0.23% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
82,346
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
44,408
shares
|
$581,744
0.14% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
38,215
shares
|
$500,616
0.0% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
30,625
shares
|
$401,187
0.04% of portfolio
|
Q1 2025
Added 34.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
28,926
shares
|
$378,930
0.01% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,109
shares
|
$328,927
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
23,750
shares
|
$311,125
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
23,053
shares
|
$301,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
18,910
shares
|
$247,721
0.0% of portfolio
|
Q4 2024
Reduced 53.42%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
14,028
shares
|
$183,766
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
10,694
shares
|
$140,091
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,309
shares
|
$135,047
0.0% of portfolio
|
Q1 2025
Reduced 73.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,156
shares
|
$119,943
0.0% of portfolio
|
Q4 2024
Reduced 44.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,992
shares
|
$104,695
0.0% of portfolio
|
Q3 2024
Reduced 37.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,187
shares
|
$67,949
0.0% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,544
shares
|
$59,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$52,400
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
1,545
shares
|
$20,239
0.19% of portfolio
|
Q3 2021
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
930
shares
|
$12,183
0.0% of portfolio
|
Q1 2024
Reduced 96.7%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
779
shares
|
$10,204
0.0% of portfolio
|
Q4 2023
Reduced 52.73%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
398
shares
|
$5,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
366
shares
|
$4,794
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
150
shares
|
$1,965
0.0% of portfolio
|
Q4 2022
New holding
|