Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
392KNew |
$16.6M - $18.6M
|
392K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
315KNew |
$13.3M - $15M
|
315K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
235KNew |
$9.93M - $11.2M
|
235K
$9.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
235KNew |
$9.93M - $11.2M
|
235K
$9.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
115K+ 116.46% |
$4.88M - $5.48M
|
214K
$8.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
67.6KNew |
$2.86M - $3.22M
|
67.6K
$2.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.8KNew |
$2.83M - $3.18M
|
66.8K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.3K+ 32.32% |
$2.17M - $2.44M
|
210K
$8.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
32.5K+ 4083.02% |
$1.37M - $1.54M
|
33.3K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.2K+ 19.64% |
$1.32M - $1.49M
|
190K
$7.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
26.5K+ 42.77% |
$1.12M - $1.26M
|
88.4K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16KNew |
$676K - $759K
|
16K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.5K+ 248.41% |
$613K - $689K
|
20.3K
$800K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13KNew |
$552K - $621K
|
13K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13K+ 81.17% |
$549K - $617K
|
28.9K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
12.7KNew |
$539K - $605K
|
12.7K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
11K+ 59.34% |
$465K - $522K
|
29.5K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10.6K+ 19.19% |
$450K - $506K
|
66K
$2.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
10K+ 2.4% |
$425K - $478K
|
428K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.39K+ 1.14% |
$398K - $447K
|
835K
$32.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.74KNew |
$370K - $416K
|
8.74K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
8.08K+ 5.15% |
$342K - $385K
|
165K
$6.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.07K+ 26.91% |
$342K - $384K
|
38K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.88KNew |
$334K - $375K
|
7.88K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.91K+ 0.52% |
$293K - $329K
|
1.33M
$52.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.89K+ 19.31% |
$292K - $328K
|
42.6K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.79K+ 91.68% |
$287K - $323K
|
14.2K
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.6K+ 3.25% |
$237K - $266K
|
178K
$6.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.02KNew |
$213K - $239K
|
5.02K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 73.4% |
$161K - $180K
|
8.96K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.51K+ 27.95% |
$149K - $167K
|
16.1K
$633K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.08K+ 7.95% |
$130K - $146K
|
41.8K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.84K+ 8.18% |
$120K - $135K
|
37.6K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 26.11% |
$80.4K - $90.4K
|
9.17K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.86K+ 0.37% |
$78.7K - $88.4K
|
508K
$20M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.7K+ 1.34% |
$71.8K - $80.7K
|
128K
$5.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.53KNew |
$64.6K - $72.6K
|
1.53K
$60.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.45KNew |
$61.3K - $68.9K
|
1.45K
$57K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31KNew |
$55.6K - $62.5K
|
1.31K
$51.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
346+ 7.01% |
$14.7K - $16.5K
|
5.28K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
144+ 14400.0% |
$6.1K - $6.85K
|
145
$5.71K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 0.21% |
$1.57K - $1.76K
|
17.3K
$683K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
25+ 0.31% |
$1.06K - $1.19K
|
8.15K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.02% |
$127 - $143
|
12.1K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18- 0.09% |
$762 - $857
|
20.2K
$795K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 10.38% |
$1.14K - $1.28K
|
233
$9.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-61- 0.6% |
$2.58K - $2.9K
|
10.1K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 55.45% |
$2.58K - $2.9K
|
49
$1.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-116- 12.46% |
$4.91K - $5.52K
|
815
$32.1K
|