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Invesco S&P SmallCap Quality ETF
XSHQ

76 hedge funds and large institutions have $224M invested in Invesco S&P SmallCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

5% less funds holding

Funds holding: 80 → 76 (-4)

8.21% less ownership

Funds ownership: 77.42% → 69.21% (-8.2%)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

34% less capital invested

Capital invested by funds: $337M → $224M (-$113M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
31
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LFG
Larson Financial Group
Missouri
+$5.49M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.17M
3
FTUS
Flow Traders U.S.
New York
+$3.01M
4
NYLIM
New York Life Investment Management
New York
+$2.05M
5
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$45M
2
BEI
Benjamin Edwards Inc
Missouri
-$38.7M
3
CIM
Confluence Investment Management
Missouri
-$18.1M
4
AAG
Accordant Advisory Group
Maryland
-$7.36M
5
SGDR
SPX Gestao de Recursos
Brazil
-$6.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.1M -$6.58K -169 -0.6%
FM
27
Family Management
New York
$1M +$102K +2,629 +12%
SA
28
Sanctuary Advisors
Indiana
$976K +$933K +23,963 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$864K -$798K -20,491 -49%
NA
30
NewEdge Advisors
Louisiana
$860K +$42.2K +1,083 +5%
HighTower Advisors
31
HighTower Advisors
Illinois
$830K -$1.65M -42,372 -68%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$815K +$779K +20,000 New
GSWM
33
Golden State Wealth Management
California
$791K +$147K +3,778 +24%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$747K +$421K +10,812 +144%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$744K +$408K +10,474 +136%
GIA
36
GHP Investment Advisors
Colorado
$709K +$1.17K +30 +0.2%
RBFC
37
Roman Butler Fullerton & Co
Missouri
$636K -$19.1K -490 -3%
TPWA
38
Twin Peaks Wealth Advisors
California
$594K -$19.9K -512 -4%
UBS Group
39
UBS Group
Switzerland
$576K +$550K +14,134 New
CPRC
40
Consolidated Portfolio Review Corp
New York
$562K +$64.4K +1,653 +14%
Goldman Sachs
41
Goldman Sachs
New York
$553K +$528K +13,569 New
SWM
42
Schwallier Wealth Management
Michigan
$509K -$375K -9,624 -44%
TC
43
TAGStone Capital
North Carolina
$453K +$424K +10,896 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$447K +$427K +10,970 New
NF
45
Nikulski Financial
Iowa
$424K +$198K +5,085 +95%
SEIA
46
Signature Estate & Investment Advisors
California
$405K +$388K +9,952 New
GLA
47
Good Life Advisors
Pennsylvania
$405K -$844K -21,664 -69%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$372K +$23.8K +610 +7%
FAIM
49
Financial Advocates Investment Management
Washington
$368K -$31.4K -807 -8%
HI
50
Harbour Investments
Wisconsin
$368K +$159K +4,084 +83%
1
2
3 4

XSHQ Hedge Fund Activity: Q2 2025 in Review

76 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q2 2025, worth a combined $224M — down 34% from $337M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XSHQ and 14 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 31 added.

The largest buyer was Larson Financial Group, adding an estimated $5.49M. The largest seller was Stifel Financial, exiting entirely with an estimated $45M sold.

  • 76 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q2 2025, down from 80 in Q1 2025.
  • Funds reported $224M of Invesco S&P SmallCap Quality ETF stock for Q2 2025, down 34% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap Quality ETF positions in Q2 2025 and 18 closed out, a net change of -4 holders.
  • The largest Invesco S&P SmallCap Quality ETF buyer in Q2 2025 was Larson Financial Group, an estimated $5.49M added.
  • The largest Invesco S&P SmallCap Quality ETF seller in Q2 2025 was Stifel Financial, an estimated $45M sold.

Based on aggregated 13F filings for Q2 2025.