Institutional Ownership Invesco ETF Tr Ii S&P Smallcap (XSLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSLV). We have compiled data on the 132 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $153 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 |
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,675
shares
|
$387,946
0.0% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
8,644
shares
|
$386,559
0.0% of portfolio
|
Q1 2025
Reduced 92.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,826
shares
|
$349,978
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
7,432
shares
|
$332,359
0.03% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
7,201
shares
|
$322,028
0.1% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,029
shares
|
$314,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,952
shares
|
$310,893
0.0% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
6,750
shares
|
$301,860
0.02% of portfolio
|
Q1 2024
Added 825.93%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
6,627
shares
|
$296,359
0.11% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,598
shares
|
$295,062
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
6,569
shares
|
$293,765
0.15% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
6,295
shares
|
$281,512
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
6,079
shares
|
$271,852
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
5,936
shares
|
$265,457
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
5,714
shares
|
$255,530
0.22% of portfolio
|
Q4 2024
Reduced 32.88%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
5,570
shares
|
$249,090
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
5,476
shares
|
$244,886
0.17% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
5,409
shares
|
$241,890
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
5,181
shares
|
$231,694
0.0% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,163
shares
|
$230,889
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,953
shares
|
$221,498
0.01% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
4,741
shares
|
$212,017
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,615
shares
|
$206,382
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
4,527
shares
|
$202,447
0.06% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,507
shares
|
$201,553
0.01% of portfolio
|
Q4 2024
Added 1.14%
|