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

Invesco S&P SmallCap Quality ETF logo
$42.46
-0.13 (-0.31%)
(As of 11/1/2024 ET)
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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)
37
Total
Institutional Inflows
(last 12 months)
$90.05M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.19M
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XSHQ Institutional Buying and Selling by Quarter

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
11/1/2024Atria 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%
8/22/2024Cetera 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%
8/8/2024Thoroughbred Financial Services LLC20,208$785K0.1%+17.2%0.542%
8/8/2024LPL Financial LLC1,101,260$42.81M0.0%+41.4%29.524%
8/5/2024New York Life Investment Management LLC509,560$19.81M0.2%+82.2%13.661%
8/5/2024TD Capital Management LLC1,678$65K0.0%-32.4%0.045%
8/2/2024Larson Financial Group LLC3,218$125K0.0%N/A0.086%
7/31/2024Commonwealth 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%
7/22/2024Atria 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%
5/17/2024Comerica Bank1,314$54K0.0%N/A0.035%
5/14/2024JT Stratford LLC7,510$309K0.1%N/A0.201%
5/8/2024Thoroughbred 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%
4/29/2024Commonwealth 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%
4/18/2024WJ 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%
2/12/2024TD Capital Management LLC1,305$52K0.0%+29.7%0.108%
2/9/2024Thoroughbred Financial Services LLC19,500$777K0.1%N/A1.612%
2/8/2024 Financial Advocates Investment Management17,403$694K0.0%+21.8%1.438%
2/7/2024Northwest Financial Advisors1,509$60K0.1%N/A0.125%
2/6/2024New York Life Investment Management LLC265,940$10.61M0.1%N/A21.979%
2/2/2024Atria Wealth Solutions Inc.21,328$851K0.0%+32.6%1.763%
1/30/2024 DHJJ Financial Advisors Ltd.12,117$483K0.2%+720.4%1.001%
1/29/2024 Beacon Financial Planning Inc.8,596$343K0.3%N/A0.710%
1/26/2024 Fox Financial Inc13,238$528K0.5%N/A1.094%
1/26/2024Geneos Wealth Management Inc.800$32K0.0%+700.0%0.066%
1/24/2024 Breakwater Capital Group123,064$4.85M1.4%+11.3%10.171%
1/23/2024 Foundry Financial Group Inc.122,620$4.89M4.1%N/A10.134%
1/19/2024 Synergy Asset Management LLC8,800$351K0.1%N/A0.727%
1/18/2024 SeaCrest Wealth Management LLC8,539$329K0.0%N/A0.706%
1/18/2024 Good Life Advisors LLC48,201$1.92M0.2%N/A3.984%
1/17/2024 Twin Peaks Wealth Advisors LLC16,076$641K0.4%N/A1.329%
1/16/2024Raymond James Financial Services Advisors Inc.8,405$335K0.0%N/A0.695%
1/16/2024WJ Wealth Management LLC110,142$4.39M1.9%N/A9.103%
11/13/2023LPL Financial LLC381,688$13.61M0.0%+39.9%31.544%
11/8/2023Atria Wealth Solutions Inc.16,087$574K0.0%N/A1.330%
11/7/2023 Advisors Preferred LLC1,302$46K0.0%N/A0.108%
11/6/2023 Breakwater Capital Group110,525$3.77M1.3%+111.4%9.134%
11/3/2023 Private Advisor Group LLC35,602$1.27M0.0%N/A2.942%
10/23/2023Commonwealth Equity Services LLC60,652$2.16M0.0%N/A5.013%
10/17/2023 GHP Investment Advisors Inc.17,055$594K0.0%+7.8%1.410%
10/10/2023 DHJJ Financial Advisors Ltd.1,477$53K0.0%N/A0.122%
7/31/2023LPL Financial LLC272,873$9.84M0.0%+1.2%31.008%
7/26/2023 Janney Montgomery Scott LLC6,225$224K0.0%-42.0%0.707%
7/24/2023 Breakwater Capital Group52,277$1.89M0.7%N/A5.941%
7/13/2023 Cambridge Investment Research Advisors Inc.135,276$4.88M0.0%-1.2%15.372%
5/11/2023 Cambridge Investment Research Advisors Inc.136,901$4.63M0.0%+4.6%15.557%
5/11/2023 Financial Advocates Investment Management14,313$484K0.0%+16.7%1.626%
5/10/2023LPL Financial LLC269,657$9.12M0.0%+6.5%30.643%
5/3/2023 Advisors Preferred LLC1,099$37K0.0%N/A0.125%
4/28/2023 Janney Montgomery Scott LLC10,725$363K0.0%+22.9%1.219%
4/12/2023 Flagship Harbor Advisors LLC9,813$332K0.0%-5.7%1.168%
2/8/2023 Cambridge Investment Research Advisors Inc.130,922$4.27M0.0%+1.1%0.000%
2/7/2023LPL Financial LLC253,139$8.26M0.0%+6.1%0.000%
1/13/2023 Flagship Harbor Advisors LLC10,405$339K0.0%-9.0%0.000%
11/15/2022 Financial Advocates Investment Management11,483$347K0.0%+3.4%0.000%
11/7/2022 Advisors Preferred LLC906$28K0.0%N/A0.000%
10/26/2022Truist Financial Corp12,550$379K0.0%N/A0.000%
10/25/2022 Janney Montgomery Scott LLC8,725$263K0.0%-41.7%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.129,438$3.91M0.0%+0.5%0.000%
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10/13/2022 Flagship Harbor Advisors LLC11,432$345K0.0%-65.9%0.000%
8/12/2022 Financial Advocates Investment Management11,107$344K0.0%N/A0.000%
8/3/2022 Janney Montgomery Scott LLC14,975$471K0.0%-24.6%0.000%
7/13/2022 Flagship Harbor Advisors LLC33,557$1.04M0.1%-66.9%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.128,801$3.99M0.0%+9.9%0.000%
5/12/2022 Cambridge Investment Research Advisors Inc.117,242$4.22M0.0%N/A0.000%
5/4/2022 Janney Montgomery Scott LLC19,851$714K0.0%+59.1%0.000%
4/13/2022 Flagship Harbor Advisors LLC101,355$3.65M0.4%+57.5%0.000%
2/15/2022MML Investors Services LLC62,037$2.43M0.0%N/A0.000%
2/14/2022LPL Financial LLC123,138$4.82M0.0%+11.7%0.000%
(Data available from 1/1/2016 forward)

XSHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSHQ shares?

During the previous two years, 41 institutional investors and hedge funds held shares of Invesco S&P SmallCap Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($42.81M), New York Life Investment Management LLC ($19.81M), Confluence Investment Management LLC ($18.09M), Breakwater Capital Group ($7.44M), Commonwealth Equity Services LLC ($5.10M), Cambridge Investment Research Advisors Inc. ($4.88M), and Foundry Financial Group Inc. ($3.68M).Learn more on XSHQ's institutional investors.

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

Of the 40 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: New York Life Investment Management LLC ($495.77K), LPL Financial LLC ($465.36K), Confluence Investment Management LLC ($417.87K), Breakwater Capital Group ($171.96K), Foundry Financial Group Inc. ($132.32K), WJ Wealth Management LLC ($110.14K), and Commonwealth Equity Services LLC ($91.52K).

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

Institutional investors have bought a total of 2,442,267 shares in the last 24 months. This purchase volume represents approximately $98.01M in transactions.

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

Of the 12 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. ($47.31K), WJ Wealth Management LLC ($41.41K), Financial Advocates Investment Management ($6.09K), Janney Montgomery Scott LLC ($4.50K), Synergy Asset Management LLC ($3.86K), Thoroughbred Financial Services LLC ($2.26K), and Cambridge Investment Research Advisors Inc. ($1.63K).

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

Institutional investors have sold a total of 111,786 shares in the last 24 months. This volume of shares sold represents approximately $4.49M in transactions.


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This page (BATS:XSHQ) was last updated on 11/4/2024 by MarketBeat.com Staff
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