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 |
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
316
shares
|
$14,131
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
314
shares
|
$14,042
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
311
shares
|
$13,907
0.0% of portfolio
|
Q4 2024
Reduced 34.94%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
270
shares
|
$12,074
0.0% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
232
shares
|
$10,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
228
shares
|
$10,196
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
226
shares
|
$10,106
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
225
shares
|
$10,062
0.0% of portfolio
|
Q1 2023
Added 2150.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
200
shares
|
$8,944
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
167
shares
|
$7,468
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
167
shares
|
$7,468
0.0% of portfolio
|
Q3 2021
Reduced 92.07%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
163
shares
|
$7,289
0.01% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
158
shares
|
$7,065
0.0% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
90
shares
|
$4,024
0.0% of portfolio
|
Q2 2024
Reduced 98.52%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
72
shares
|
$3,219
0.0% of portfolio
|
Q2 2021
Reduced 50.0%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
72
shares
|
$3,219
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
65
shares
|
$2,906
0.0% of portfolio
|
Q2 2024
Reduced 95.56%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
44
shares
|
$1,967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
42
shares
|
$1,878
0.0% of portfolio
|
Q4 2020
Reduced 91.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
37
shares
|
$1,654
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
36
shares
|
$1,609
0.0% of portfolio
|
Q4 2023
Added 125.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
36
shares
|
$1,609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
23
shares
|
$1,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
21
shares
|
$939
0.0% of portfolio
|
Q3 2024
Reduced 85.71%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
19
shares
|
$849
0.0% of portfolio
|
Q4 2023
Reduced 96.95%
|