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 134 institutions that hold shares in the stock, with a total of 3.62 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
414
shares
|
$18,845
0.01% of portfolio
|
Q4 2023
Added 17.95%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
377
shares
|
$17,161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
363
shares
|
$16,523
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
329
shares
|
$14,976
0.0% of portfolio
|
Q4 2024
Reduced 58.93%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
314
shares
|
$14,293
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
311
shares
|
$14,156
0.0% of portfolio
|
Q4 2024
Reduced 34.94%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
307
shares
|
$13,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
267
shares
|
$12,153
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
232
shares
|
$10,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
228
shares
|
$10,378
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
225
shares
|
$10,242
0.0% of portfolio
|
Q1 2023
Added 2150.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
200
shares
|
$9,104
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
167
shares
|
$7,601
0.0% of portfolio
|
Q3 2021
Reduced 92.07%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
167
shares
|
$7,601
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
160
shares
|
$7,283
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
158
shares
|
$7,192
0.0% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
90
shares
|
$4,096
0.0% of portfolio
|
Q2 2024
Reduced 98.52%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
72
shares
|
$3,277
0.0% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
72
shares
|
$3,277
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
65
shares
|
$2,958
0.0% of portfolio
|
Q2 2024
Reduced 95.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
59
shares
|
$2,685
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
45
shares
|
$2,048
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
42
shares
|
$1,911
0.0% of portfolio
|
Q4 2020
Reduced 91.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
36
shares
|
$1,638
0.0% of portfolio
|
Q4 2023
Added 125.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
36
shares
|
$1,638
0.0% of portfolio
|
Q4 2024
New holding
|