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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
167
shares
|
$7,643
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
167
shares
|
$7,643
0.0% of portfolio
|
Q3 2021
Reduced 92.07%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
158
shares
|
$7,231
0.0% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
150
shares
|
$6,865
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
114
shares
|
$5,217
0.0% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
90
shares
|
$4,119
0.0% of portfolio
|
Q2 2024
Reduced 98.52%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
73
shares
|
$3,341
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
48
shares
|
$2,196
0.0% of portfolio
|
Q3 2025
Reduced 97.6%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
42
shares
|
$1,922
0.0% of portfolio
|
Q4 2020
Reduced 91.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
38
shares
|
$1,739
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
36
shares
|
$1,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
36
shares
|
$1,647
0.0% of portfolio
|
Q4 2023
Added 125.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
28
shares
|
$1,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
24
shares
|
$1,098
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
19
shares
|
$869
0.0% of portfolio
|
Q4 2023
Reduced 96.95%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
12
shares
|
$549
0.0% of portfolio
|
Q2 2025
Reduced 72.73%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10
shares
|
$457
0.0% of portfolio
|
Q3 2025
Reduced 85.92%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6
shares
|
$274
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q3 2025
Reduced 99.39%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q1 2023
Reduced 99.72%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|