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 78 institutions that hold shares in the stock, with a total of 4.53 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
25,172
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
24,586
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
20,737
shares
|
$857,682
0.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
20,521
shares
|
$848,748
0.1% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
17,933
shares
|
$741,708
0.1% of portfolio
|
Q3 2025
Added 29.86%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
17,446
shares
|
$721,566
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
16,432
shares
|
$679,627
0.0% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
15,816
shares
|
$654,149
0.0% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
15,447
shares
|
$638,887
0.19% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,204
shares
|
$628,837
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
13,611
shares
|
$562,950
0.01% of portfolio
|
Q3 2025
Added 36.77%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
12,956
shares
|
$535,860
0.19% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
12,585
shares
|
$520,515
0.24% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
11,966
shares
|
$494,913
0.0% of portfolio
|
Q3 2025
Reduced 15.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,625
shares
|
$480,810
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
11,086
shares
|
$458,516
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
10,943
shares
|
$452,602
0.29% of portfolio
|
Q3 2025
Added 34.73%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
10,425
shares
|
$431,178
0.12% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,933
shares
|
$410,828
0.03% of portfolio
|
Q2 2025
Reduced 68.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
8,974
shares
|
$371,164
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,874
shares
|
$367,028
0.01% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,854
shares
|
$324,841
0.01% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
7,837
shares
|
$324,138
0.03% of portfolio
|
Q3 2025
Reduced 97.81%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,577
shares
|
$272,024
0.01% of portfolio
|
Q3 2025
Reduced 91.49%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Nov 07, 2025 Q3 2025 |
6,541
shares
|
$270,535
0.22% of portfolio
|
Q3 2025
Reduced 4.94%
|
|