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Invesco S&P SmallCap Quality ETF

75 hedge funds and large institutions have $168M invested in Invesco S&P SmallCap Quality ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

5.53% more ownership

Funds ownership: 65.98%71.51% (+5.5%)

3% more capital invested

Capital invested by funds: $163M → $168M (+$5.22M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 7675 (-1)

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
14
Increased
29
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
26
Golden State Wealth Management
California
$900K +$10.9K +251 +1%
MAM
27
Madison Asset Management
Wisconsin
$899K -$653K -15,022 -41%
SEIA
28
Signature Estate & Investment Advisors
California
$892K +$92.3K +2,124 +11%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$831K +$277K +6,368 +48%
FM
30
Family Management
New York
$744K -$302K -6,950 -28%
TC
31
TAGStone Capital
North Carolina
$738K +$51.7K +1,189 +7%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$735K -$240K -5,519 -24%
GIA
33
GHP Investment Advisors
Colorado
$718K +$2.13K +49 +0.3%
FFG
34
Fortune Financial Group
Florida
$704K +$99.9K +2,298 +16%
RBFC
35
Roman Butler Fullerton & Co
Missouri
$681K +$2.09K +48 +0.3%
TPWA
36
Twin Peaks Wealth Advisors
California
$536K -$2.35K -54 -0.4%
SF
37
Summit Financial
New Jersey
$482K +$68.6K +1,579 +16%
Citadel Advisors
38
Citadel Advisors
Florida
$428K +$441K +10,157 New
SPC
39
Sigma Planning Corp
Michigan
$403K -$80.1K -1,843 -16%
OBWG
40
Onyx Bridge Wealth Group
New York
$388K -$12.9K -297 -3%
FFG
41
Foundry Financial Group
New Hampshire
$316K -$3.05M -70,083 -90%
Truist Financial
42
Truist Financial
North Carolina
$314K +$323K +7,436 New
EFS
43
Essex Financial Services
Connecticut
$282K +$17.2K +395 +6%
FF
44
Fox Financial
Pennsylvania
$275K -$43 -1 -0%
KWM
45
Kingsview Wealth Management
Oregon
$274K +$13K +300 +5%
NF
46
Nikulski Financial
Iowa
$265K -$32.6K -750 -11%
BCM
47
Brookstone Capital Management
Illinois
$254K +$8.56K +197 +3%
DADC
48
D.A. Davidson & Co
Montana
$253K +$261K +6,012 New
Jane Street
49
Jane Street
New York
$253K +$261K +5,999 New
NFA
50
Northwest Financial Advisors
Virginia
$252K +$217 +5 +0.1%

XSHQ Hedge Fund Activity: Q1 2026 in Review

75 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q1 2026, worth a combined $168M — up 3.2% from $163M a quarter earlier.

Fund positioning in XSHQ was balanced in Q1 2026: 14 funds opened new positions, 14 closed out, 29 added to existing stakes and 24 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $10.2M. The largest seller was HighPoint Advisor Group, cutting an estimated $4.98M.

  • 75 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q1 2026, down from 76 in Q4 2025.
  • Funds reported $168M of Invesco S&P SmallCap Quality ETF stock for Q1 2026, up 3.2% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap Quality ETF positions in Q1 2026 and 14 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Quality ETF buyer in Q1 2026 was Independent Advisor Alliance, an estimated $10.2M added.
  • The largest Invesco S&P SmallCap Quality ETF seller in Q1 2026 was HighPoint Advisor Group, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2026.