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Invesco S&P SmallCap Quality ETF
XSHQ

80 hedge funds and large institutions have $337M invested in Invesco S&P SmallCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 16

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

10% more funds holding

Funds holding: 73 → 80 (+7)

5% more capital invested

Capital invested by funds: $322M → $337M (+$14.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.13% less ownership

Funds ownership: 80.55% → 77.42% (-3.1%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
40
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APCM
Alaska Permanent Capital Management
Alaska
+$13.5M
2
LFG
Larson Financial Group
Missouri
+$7.12M
3
AAG
Accordant Advisory Group
Maryland
+$6.32M
4
BEI
Benjamin Edwards Inc
Missouri
+$6.01M
5
Stifel Financial
Stifel Financial
Missouri
+$5.81M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$16.6M
2
SWM
Schwallier Wealth Management
Michigan
-$5.91M
3
LPL Financial
LPL Financial
California
-$2.33M
4
FFG
Foundry Financial Group
New Hampshire
-$969K
5
SL
SWMG LLC
Texas
-$626K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
26
Foundry Financial Group
New Hampshire
$2.39M -$969K -23,434 -28%
EH
27
Equitable Holdings
New York
$1.9M +$257K +6,215 +15%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.8M +$128K +3,094 +7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.65M +$529K +12,784 +44%
VWA
30
Visionary Wealth Advisors
Illinois
$1.27M +$130K +3,151 +11%
GLA
31
Good Life Advisors
Pennsylvania
$1.25M -$44.8K -1,084 -3%
TFS
32
Thoroughbred Financial Services
Tennessee
$1.18M +$401K +9,710 +48%
AWS
33
Atria Wealth Solutions
New York
$1.1M -$418K -10,114 -27%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.08M +$286K +6,912 +34%
FTS
35
Fifth Third Securities
Ohio
$976K +$1.02M +24,690 New
SWM
36
Schwallier Wealth Management
Michigan
$874K -$5.91M -142,960 -87%
FM
37
Family Management
New York
$868K -$310K -7,509 -25%
Two Sigma Investments
38
Two Sigma Investments
New York
$802K +$839K +20,300 New
NA
39
NewEdge Advisors
Louisiana
$791K +$169K +4,076 +26%
PAG
40
Private Advisor Group
New Jersey
$700K +$353K +8,531 +93%
GIA
41
GHP Investment Advisors
Colorado
$687K +$2.03K +49 +0.3%
GSWM
42
Golden State Wealth Management
California
$619K +$108K +2,607 +20%
RBFC
43
Roman Butler Fullerton & Co
Missouri
$578K -$8.06K -195 -1%
TPWA
44
Twin Peaks Wealth Advisors
California
$522K -$30.1K -729 -5%
CPRC
45
Consolidated Portfolio Review Corp
New York
$480K +$1.2K +29 +0.2%
FAIM
46
Financial Advocates Investment Management
Washington
$389K -$9.34K -226 -2%
Comerica Bank
47
Comerica Bank
Texas
$375K -$25.8K -624 -6%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$337K +$20.9K +506 +6%
IWM
49
IHT Wealth Management
Illinois
$326K +$14.7K +355 +5%
CB
50
Centennial Bank
Arkansas
$304K -$65K -1,571 -17%
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XSHQ Hedge Fund Activity: Q1 2025 in Review

80 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q1 2025, worth a combined $337M — up 4.6% from $322M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XSHQ positions and 8 closed out — a net gain of 9 holders — while 40 added to existing stakes and 16 trimmed.

The largest buyer was Alaska Permanent Capital Management, opening a new position worth an estimated $13.5M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $16.6M sold.

  • 80 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q1 2025, up from 73 in Q4 2024.
  • Funds reported $337M of Invesco S&P SmallCap Quality ETF stock for Q1 2025, up 4.6% quarter-over-quarter.
  • 17 funds opened new Invesco S&P SmallCap Quality ETF positions in Q1 2025 and 8 closed out, a net change of +9 holders.
  • The largest Invesco S&P SmallCap Quality ETF buyer in Q1 2025 was Alaska Permanent Capital Management, an estimated $13.5M added.
  • The largest Invesco S&P SmallCap Quality ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2025.