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Invesco S&P SmallCap Quality ETF (XSHQ) Institutional Ownership

Invesco S&P SmallCap Quality ETF logo
$39.57 -2.58 (-6.11%)
As of 03/25/2025 03:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Quality ETF (BATS:XSHQ)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$205.40M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.94M
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XSHQ Institutional Buying and Selling by Quarter

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Invesco S&P SmallCap Quality ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Mascagni Wealth Management Inc.6,206$263K0.2%N/A0.056%
2/17/2025 Family Management Corp29,466$1.25M0.2%+59.3%0.790%
2/17/2025 Cetera Investment Advisers42,567$1.80M0.0%+19.3%1.141%
2/17/2025 Bank of America Corp DE37,591$1.59M0.0%+8.2%1.008%
2/17/2025 Benjamin Edwards Inc.834,530$35.34M0.5%+1.1%22.373%
2/14/2025 Schwallier Wealth Management LLC165,083$6.99M5.3%+5.1%4.426%
2/14/2025 IHT Wealth Management LLC7,884$334K0.0%N/A0.211%
2/14/2025 Stifel Financial Corp998,146$42.27M0.0%-1.8%26.760%
2/13/2025 NewEdge Advisors LLC15,951$676K0.0%N/A0.428%
2/13/2025 Raymond James Financial Inc.66,824$2.83M0.0%N/A1.792%
2/13/2025 Envestnet Asset Management Inc.28,929$1.23M0.0%+81.2%0.776%
2/11/2025 LPL Financial LLC1,326,833$56.19M0.0%+0.5%35.572%
2/10/2025 Harbour Investments Inc.1,447$61K0.0%N/A0.039%
2/10/2025 Envestnet Portfolio Solutions Inc.5,022$213K0.0%N/A0.135%
2/10/2025 Madison Investment Advisors LLC234,561$9.93M0.1%N/A6.288%
2/10/2025 Commonwealth Equity Services LLC128,241$5.43M0.0%+1.3%3.438%
2/7/2025 HighTower Advisors LLC8,958$379K0.0%+73.4%0.240%
2/7/2025 SPX Gestao de Recursos Ltda314,950$13.34M2.0%N/A8.444%
2/7/2025 Independent Advisor Alliance391,689$16.59M0.2%N/A10.501%
2/7/2025 Larson Financial Group LLC214,212$9.07M0.5%+116.5%5.743%
2/7/2025 Foundry Financial Group Inc.83,806$3.55M2.2%-1.4%2.247%
2/6/2025 Raymond James Financial Inc.66,824$2.83M0.0%N/A1.792%
2/6/2025 Cullen Frost Bankers Inc.1,525$65K0.0%N/A0.041%
2/6/2025 Atria Investments Inc14,698$622K0.0%-2.9%0.394%
2/5/2025 New York Life Investment Management LLC508,483$21.53M0.2%+0.4%13.632%
2/3/2025 Private Advisor Group LLC9,172$388K0.0%+26.1%0.246%
2/3/2025 Good Life Advisors LLC32,681$1.38M0.1%-54.5%0.876%
1/31/2025 Atria Wealth Solutions Inc.38,037$1.61M0.0%+26.9%1.020%
1/30/2025 Roman Butler Fullerton & Co.16,060$696K0.2%+27.9%0.431%
1/30/2025 DHJJ Financial Advisors Ltd.65,982$2.79M1.1%+19.2%1.769%
1/29/2025 Gladstone Institutional Advisory LLC8,744$370K0.0%N/A0.234%
1/28/2025 Golden State Wealth Management LLC13,044$552K0.1%N/A0.350%
1/27/2025 Financial Advocates Investment Management10,065$426K0.0%-11.8%0.270%
1/27/2025 Beacon Financial Planning Inc.88,429$3.75M2.2%+42.8%2.371%
1/24/2025 GPS Wealth Strategies Group LLC1,313$56K0.0%N/A0.035%
1/23/2025 Swmg LLC14,424$626K0.2%-4.6%0.387%
1/23/2025 Fox Financial Inc6,742$286K0.3%-50.9%0.181%
1/23/2025 Accordant Advisory Group Inc33,255$1.41M1.4%+4,083.0%0.892%
1/22/2025 Perigon Wealth Management LLC78,863$3.38M0.1%-19.8%2.114%
1/17/2025 Capital Planning Advisors LLC67,610$2.86M0.4%N/A1.813%
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1/15/2025 J2 Capital Management Inc12,721$539K0.5%N/A0.341%
1/14/2025 Breakwater Capital Group177,554$7.52M1.5%+3.3%4.760%
1/2/2025 Confluence Investment Management LLC427,904$18.12M0.3%+2.4%11.472%
11/15/2024 MML Investors Services LLC4,937$214K0.0%-7.3%0.132%
11/15/2024 Stifel Financial Corp1,016,927$44.02M0.0%N/A27.263%
11/15/2024 Swmg LLC15,112$699K0.3%N/A0.405%
11/15/2024 HighTower Advisors LLC5,166$223K0.0%N/A0.138%
11/15/2024 Benjamin Edwards Inc.825,139$35.72M0.5%N/A22.122%
11/12/2024 Larson Financial Group LLC98,962$4.28M0.2%+2,975.3%2.653%
11/7/2024 Schwallier Wealth Management LLC156,999$6.80M4.9%+4.1%4.209%
11/1/2024 Atria Investments Inc15,136$655K0.0%N/A0.406%
10/31/2024 Confluence Investment Management LLC417,867$18.09M0.2%N/A11.203%
10/29/2024 Centennial Bank AR40,664$1.76M0.8%+8.4%1.090%
10/29/2024 Roman Butler Fullerton & Co.12,552$552K0.2%+99.5%0.337%
10/25/2024 Financial Advocates Investment Management11,406$494K0.0%-34.8%0.306%
10/22/2024 DHJJ Financial Advisors Ltd.55,360$2.40M1.0%+18.2%1.484%
10/22/2024 Foundry Financial Group Inc.85,005$3.68M2.3%-2.5%2.279%
10/22/2024 Private Advisor Group LLC7,273$315K0.0%N/A0.195%
10/22/2024 Accordant Advisory Group Inc795$34K0.0%N/A0.021%
10/16/2024 Good Life Advisors LLC71,748$3.11M0.2%+92.1%1.924%
10/4/2024 Breakwater Capital Group171,959$7.44M1.5%+11.4%4.610%
8/30/2024 Centennial Bank AR37,523$1.46M0.7%+42.9%1.006%
8/22/2024 Cetera Investment Advisers27,526$1.07M0.0%+15.9%0.738%
8/9/2024 Total Clarity Wealth Management Inc.21,416$832K0.3%+54.7%0.574%
8/9/2024 Foundry Financial Group Inc.87,211$3.39M2.3%-34.1%2.338%
8/8/2024 Thoroughbred Financial Services LLC20,208$785K0.1%+17.2%0.542%
8/8/2024 LPL Financial LLC1,101,260$42.81M0.0%+41.4%29.524%
8/5/2024 New York Life Investment Management LLC509,560$19.81M0.2%+82.2%13.661%
8/5/2024 TD Capital Management LLC1,678$65K0.0%-32.4%0.045%
8/2/2024 Larson Financial Group LLC3,218$125K0.0%N/A0.086%
7/31/2024 Commonwealth Equity Services LLC131,172$5.10M0.0%+13.4%3.517%
7/29/2024 Financial Advocates Investment Management17,491$680K0.0%+3.8%0.469%
7/26/2024 Breakwater Capital Group154,389$6.00M1.4%+11.5%4.139%
7/22/2024 Atria Wealth Solutions Inc.21,017$817K0.0%-7.1%0.563%
7/22/2024 Fox Financial Inc13,730$534K0.5%+3.5%0.368%
7/19/2024 Beacon Financial Planning Inc.45,348$1.76M1.2%+56.9%1.216%
7/16/2024 Roman Butler Fullerton & Co.6,293$243K0.1%N/A0.169%
7/12/2024 DHJJ Financial Advisors Ltd.46,839$1.82M0.8%+58.9%1.256%
5/24/2024Cetera Advisors LLC15,430$635K0.0%N/A0.414%
5/17/2024 Comerica Bank1,314$54K0.0%N/A0.035%
5/14/2024 JT Stratford LLC7,510$309K0.1%N/A0.201%
5/8/2024 Thoroughbred Financial Services LLC17,239$709K0.1%-11.6%0.462%
4/30/2024 Consolidated Portfolio Review Corp12,120$499K0.1%N/A0.325%
4/30/2024 Foundry Financial Group Inc.132,319$5.45M3.9%+7.9%3.547%
4/30/2024 Perigon Wealth Management LLC65,861$2.71M0.1%N/A1.795%
4/29/2024 Commonwealth Equity Services LLC115,649$4.76M0.0%+15.3%3.151%
4/23/2024 Twin Peaks Wealth Advisors LLC15,755$649K0.4%-2.0%0.429%
4/23/2024Raymond James Financial Services Advisors Inc.42,111$1.73M0.0%+401.0%1.147%
4/22/2024 PFG Investments LLC12,120$499K0.0%N/A0.330%
4/22/2024 Beacon Financial Planning Inc.28,901$1.19M0.8%+236.2%0.787%
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4/18/2024 SeaCrest Wealth Management LLC8,150$336K0.0%-4.6%0.222%
4/18/2024 Synergy Asset Management LLC4,940$203K0.0%-43.9%0.135%
4/18/2024 Breakwater Capital Group138,446$5.70M1.4%+12.5%3.772%
4/18/2024 WJ Wealth Management LLC68,734$2.83M1.1%-37.6%1.873%
4/11/2024 DHJJ Financial Advisors Ltd.29,484$1.21M0.5%+143.3%2.437%
4/9/2024 Mather Group LLC.3,633$145K0.0%N/A0.300%
2/12/2024 TD Capital Management LLC1,305$52K0.0%+29.7%0.108%
2/9/2024 Thoroughbred Financial Services LLC19,500$777K0.1%N/A1.612%
2/8/2024 Financial Advocates Investment Management17,403$694K0.0%+21.8%1.438%
2/7/2024 Northwest Financial Advisors1,509$60K0.1%N/A0.125%
(Data available from 1/1/2016 forward)

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XSHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSHQ shares?

During the previous two years, 65 institutional investors and hedge funds held shares of Invesco S&P SmallCap Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($56.19M), Stifel Financial Corp ($42.27M), Benjamin Edwards Inc. ($35.34M), New York Life Investment Management LLC ($21.53M), Confluence Investment Management LLC ($18.12M), Independent Advisor Alliance ($16.59M), and SPX Gestao de Recursos Ltda ($13.34M).Learn more on XSHQ's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap Quality ETF stock?

Of the 63 institutional investors that purchased Invesco S&P SmallCap Quality ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stifel Financial Corp ($1.02M), Benjamin Edwards Inc. ($834.53K), New York Life Investment Management LLC ($497.62K), LPL Financial LLC ($457.67K), Confluence Investment Management LLC ($427.90K), Independent Advisor Alliance ($391.69K), and SPX Gestao de Recursos Ltda ($314.95K).

How much institutional buying is happening at Invesco S&P SmallCap Quality ETF?

Institutional investors have bought a total of 5,884,844 shares in the last 24 months. This purchase volume represents approximately $245.87M in transactions.

Which Invesco S&P SmallCap Quality ETF major shareholders have been selling company stock?

Of the 19 institutional investors that sold Invesco S&P SmallCap Quality ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Foundry Financial Group Inc. ($48.51K), WJ Wealth Management LLC ($41.41K), Good Life Advisors LLC ($39.07K), Perigon Wealth Management LLC ($19.46K), Stifel Financial Corp ($18.78K), Financial Advocates Investment Management ($7.43K), and Fox Financial Inc ($6.99K).

How much institutional selling is happening at Invesco S&P SmallCap Quality ETF?

Institutional investors have sold a total of 199,113 shares in the last 24 months. This volume of shares sold represents approximately $8.20M in transactions.


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This page (BATS:XSHQ) was last updated on 3/26/2025 by MarketBeat.com Staff
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