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Invesco S&P SmallCap Quality ETF

75 hedge funds and large institutions have $184M invested in Invesco S&P SmallCap Quality ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 7675 (-1)

4.09% less ownership

Funds ownership: 69.21%65.12% (-4.1%)

18% less capital invested

Capital invested by funds: $224M → $184M (-$39.1M)

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
33
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
26
Family Management
New York
$1.06M
SA
27
Sanctuary Advisors
Indiana
$976K -$54.5K -1,277 -5%
NA
28
NewEdge Advisors
Louisiana
$892K -$15.9K -373 -2%
GSWM
29
Golden State Wealth Management
California
$883K +$46.6K +1,092 +6%
CPRC
30
Consolidated Portfolio Review Corp
New York
$772K +$176K +4,123 +30%
GIA
31
GHP Investment Advisors
Colorado
$751K +$1.71K +40 +0.2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$707K -$81.7K -1,914 -10%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$681K +$286K +6,687 +73%
RBFC
34
Roman Butler Fullerton & Co
Missouri
$649K +$3.07K +72 +0.5%
SEIA
35
Signature Estate & Investment Advisors
California
$586K +$156K +3,659 +37%
TPWA
36
Twin Peaks Wealth Advisors
California
$558K -$36.8K -862 -6%
TC
37
TAGStone Capital
North Carolina
$542K +$72.1K +1,689 +16%
UBS Group
38
UBS Group
Switzerland
$515K -$92.6K -2,168 -15%
SPC
39
Sigma Planning Corp
Michigan
$500K +$496K +11,625 New
OBWG
40
Onyx Bridge Wealth Group
New York
$477K +$473K +11,086 New
AIM
41
Archer Investment Management
Texas
$471K +$120K +2,821 +35%
NF
42
Nikulski Financial
Iowa
$449K +$214 +5 +0%
SF
43
Summit Financial
New Jersey
$386K +$383K +8,974 New
HI
44
Harbour Investments
Wisconsin
$382K -$6.62K -155 -2%
IWM
45
IHT Wealth Management
Illinois
$338K +$10.8K +252 +3%
APCM
46
Alaska Permanent Capital Management
Alaska
$338K -$14.9M -349,894 -98%
FTUS
47
Flow Traders U.S.
New York
$283K -$3.02M -70,712 -91%
FF
48
Fox Financial
Pennsylvania
$281K -$14.5K -340 -5%
Ameriprise
49
Ameriprise
Minnesota
$270K +$268K +6,265 New
KWM
50
Kingsview Wealth Management
Oregon
$267K

XSHQ Hedge Fund Activity: Q3 2025 in Review

75 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q3 2025, worth a combined $184M — down 18% from $224M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XSHQ positions and 10 closed out — a net gain of 1 holder — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Employees Retirement Fund of the City of Fort Worth, adding an estimated $2.56M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $25.3M sold.

  • 75 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q3 2025, down from 76 in Q2 2025.
  • Funds reported $184M of Invesco S&P SmallCap Quality ETF stock for Q3 2025, down 18% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap Quality ETF positions in Q3 2025 and 10 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap Quality ETF buyer in Q3 2025 was Employees Retirement Fund of the City of Fort Worth, an estimated $2.56M added.
  • The largest Invesco S&P SmallCap Quality ETF seller in Q3 2025 was New York Life Investment Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2025.