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 122 institutions that hold shares in the stock, with a total of 2.81 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
237,575
shares
|
$10.9 Million
1.89% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
206,797
shares
|
$9.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
203,215
shares
|
$9.3 Million
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
200,078
shares
|
$9.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.49%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
197,155
shares
|
$9.02 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
130,998
shares
|
$6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
113,378
shares
|
$5.19 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
104,809
shares
|
$4.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
98,795
shares
|
$4.52 Million
0.17% of portfolio
|
Q3 2022
Reduced 1.93%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
89,924
shares
|
$4.12 Million
0.96% of portfolio
|
Q4 2022
Reduced 6.62%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
89,436
shares
|
$4.09 Million
1.81% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
59,170
shares
|
$2.71 Million
0.07% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
58,629
shares
|
$2.68 Million
0.1% of portfolio
|
Q2 2020
Reduced 2.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
58,162
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 50.22%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
54,200
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
53,584
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2025
Added 51.44%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
51,537
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Added 15.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
45,047
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.85%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
42,078
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
40,539
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
39,689
shares
|
$1.82 Million
0.44% of portfolio
|
Q3 2022
Reduced 2.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
39,160
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
35,914
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.99%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
29,860
shares
|
$1.37 Million
0.49% of portfolio
|
Q3 2025
Reduced 53.76%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
28,106
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.23%
|
|