Institutional Ownership Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHQ). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 7.57 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
38,037
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Added 26.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
37,591
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
33,255
shares
|
$1.28 Million
1.36% of portfolio
|
Q4 2024
Added 4083.02%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
32,681
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 54.45%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
29,466
shares
|
$1.13 Million
0.2% of portfolio
|
Q4 2024
Added 59.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
28,965
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
28,929
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 81.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,309
shares
|
$779,662
0.0% of portfolio
|
Q4 2024
Added 248.41%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
20,195
shares
|
$775,286
0.05% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
17,327
shares
|
$665,183
0.03% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
16,060
shares
|
$616,543
0.2% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15,951
shares
|
$612,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,204
shares
|
$583,681
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
15,059
shares
|
$578,115
0.27% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
14,698
shares
|
$564,256
0.01% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
14,424
shares
|
$553,737
0.25% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,186
shares
|
$544,600
0.0% of portfolio
|
Q4 2024
Added 91.68%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
13,044
shares
|
$500,759
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
12,721
shares
|
$488,359
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
12,128
shares
|
$465,593
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
10,461
shares
|
$401,597
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,114
shares
|
$388,276
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
10,065
shares
|
$386,395
0.02% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
9,271
shares
|
$355,913
0.18% of portfolio
|
Q4 2024
Reduced 77.2%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,172
shares
|
$352,113
0.0% of portfolio
|
Q4 2024
Added 26.11%
|