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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,958
shares
|
$343,897
0.0% of portfolio
|
Q4 2024
Added 73.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
8,744
shares
|
$335,682
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
8,148
shares
|
$312,801
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,013
shares
|
$307,619
0.0% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,884
shares
|
$302,666
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Jan 23, 2025 Q4 2024 |
6,742
shares
|
$258,825
0.26% of portfolio
|
Q4 2024
Reduced 50.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,283
shares
|
$202,814
0.0% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,022
shares
|
$192,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
4,725
shares
|
$181,392
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,759
shares
|
$67,528
0.01% of portfolio
|
Q1 2024
Added 151.29%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,525
shares
|
$58,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,447
shares
|
$55,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,313
shares
|
$50,406
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,000
shares
|
$38,390
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
815
shares
|
$31,287
0.0% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
800
shares
|
$30,712
0.0% of portfolio
|
Q4 2023
Added 700.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
550
shares
|
$21,114
0.0% of portfolio
|
Q1 2023
Added 1000.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
250
shares
|
$9,597
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
233
shares
|
$8,944
0.0% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
145
shares
|
$5,566
0.0% of portfolio
|
Q4 2024
Added 14400.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
111
shares
|
$4,261
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
51
shares
|
$1,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
49
shares
|
$1,881
0.0% of portfolio
|
Q4 2024
Reduced 55.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|