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Invesco S&P SmallCap Quality ETF

76 hedge funds and large institutions have $163M invested in Invesco S&P SmallCap Quality ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 7576 (+1)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0.86% more ownership

Funds ownership: 65.12%65.98% (+0.86%)

12% less capital invested

Capital invested by funds: $184M → $163M (-$21.8M)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
28
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
26
Golden State Wealth Management
California
$888K +$23.9K +565 +3%
FTUS
27
Flow Traders U.S.
New York
$802K +$528K +12,472 +190%
SEIA
28
Signature Estate & Investment Advisors
California
$801K +$230K +5,429 +40%
GIA
29
GHP Investment Advisors
Colorado
$715K -$19.4K -459 -3%
RBFC
30
Roman Butler Fullerton & Co
Missouri
$696K +$2.96K +70 +0.5%
TC
31
TAGStone Capital
North Carolina
$687K +$158K +3,728 +30%
FFG
32
Fortune Financial Group
Florida
$622K +$609K +14,394 New
TPWA
33
Twin Peaks Wealth Advisors
California
$576K -$8.47K -200 -2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$562K -$500K -11,819 -47%
SPC
35
Sigma Planning Corp
Michigan
$480K -$9.36K -221 -2%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$467K +$470K +11,089 New
AIM
37
Archer Investment Management
Texas
$418K -$43.4K -1,025 -9%
SF
38
Summit Financial
New Jersey
$415K +$37K +875 +10%
OBWG
39
Onyx Bridge Wealth Group
New York
$399K -$67.6K -1,597 -14%
SA
40
Sanctuary Advisors
Indiana
$377K -$581K -13,729 -61%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$334K -$360K -8,495 -52%
NF
42
Nikulski Financial
Iowa
$296K -$144K -3,400 -33%
FF
43
Fox Financial
Pennsylvania
$275K -$508 -12 -0.2%
EFS
44
Essex Financial Services
Connecticut
$265K +$44.2K +1,045 +20%
KWM
45
Kingsview Wealth Management
Oregon
$261K
NFA
46
Northwest Financial Advisors
Virginia
$252K +$42.8K +1,010 +20%
Ameriprise
47
Ameriprise
Minnesota
$249K -$15K -355 -6%
SCA
48
Snowden Capital Advisors
New York
$247K +$14.6K +344 +6%
BCM
49
Brookstone Capital Management
Illinois
$246K +$7.28K +172 +3%
CIS
50
Connors Investor Services
Pennsylvania
$235K +$6.35K +150 +3%

XSHQ Hedge Fund Activity: Q4 2025 in Review

76 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q4 2025, worth a combined $163M — down 12% from $184M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XSHQ positions and 10 closed out — a net gain of 1 holder — while 28 added to existing stakes and 27 trimmed.

The largest buyer was HighPoint Advisor Group, opening a new position worth an estimated $12.1M. The largest seller was LPL Financial, cutting an estimated $11.8M.

  • 76 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q4 2025, up from 75 in Q3 2025.
  • Funds reported $163M of Invesco S&P SmallCap Quality ETF stock for Q4 2025, down 12% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap Quality ETF positions in Q4 2025 and 10 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap Quality ETF buyer in Q4 2025 was HighPoint Advisor Group, an estimated $12.1M added.
  • The largest Invesco S&P SmallCap Quality ETF seller in Q4 2025 was LPL Financial, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2025.