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 3.5 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 |
|---|---|---|---|---|---|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,259
shares
|
$482,891
0.07% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,255
shares
|
$482,702
0.08% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,675
shares
|
$408,332
0.0% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
8,235
shares
|
$387,621
0.11% of portfolio
|
Q4 2024
Reduced 38.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,826
shares
|
$368,369
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
7,432
shares
|
$349,824
0.03% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,177
shares
|
$337,821
0.0% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,029
shares
|
$330,855
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
6,951
shares
|
$327,183
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
6,750
shares
|
$317,722
0.02% of portfolio
|
Q1 2024
Added 825.93%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,627
shares
|
$311,932
0.12% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
6,569
shares
|
$309,202
0.15% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,210
shares
|
$292,304
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
6,079
shares
|
$286,138
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,899
shares
|
$277,665
0.01% of portfolio
|
Q4 2024
Reduced 58.14%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
5,823
shares
|
$274,088
0.0% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
5,781
shares
|
$272,111
0.17% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
5,714
shares
|
$268,957
0.23% of portfolio
|
Q4 2024
Reduced 32.88%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
5,570
shares
|
$262,179
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
5,181
shares
|
$243,869
0.0% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,163
shares
|
$243,022
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,953
shares
|
$233,137
0.01% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
4,741
shares
|
$223,158
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
4,679
shares
|
$220,240
0.05% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,642
shares
|
$218,498
0.01% of portfolio
|
Q4 2024
New holding
|