Invesco S&P SmallCap Quality ETF
XSHQ
63 hedge funds and large institutions have $261M invested in Invesco S&P SmallCap Quality ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
170% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 10
122% more capital invested
Capital invested by funds: $118M → $261M (+$144M)
34% more funds holding
Funds holding: 47 → 63 (+16)
7.69% more ownership
Funds ownership: 70.16% → 77.85% (+7.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$41.9M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$34M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$17.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$9M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
-$431K |
| 2 |
Jane Street
New York
|
-$398K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$251K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$190K |
| 5 |
NYLIM
New York Life Investment Management
New York
|
-$121K |
XSHQ Hedge Fund Activity: Q3 2024 in Review
63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q3 2024, worth a combined $261M — up 122% from $118M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XSHQ positions and 2 closed out — a net gain of 16 holders — while 27 added to existing stakes and 10 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $41.9M. The largest seller was JT Stratford LLC, exiting entirely with an estimated $431K sold.
- 63 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q3 2024, up from 47 in Q2 2024.
- Funds reported $261M of Invesco S&P SmallCap Quality ETF stock for Q3 2024, up 122% quarter-over-quarter.
- 18 funds opened new Invesco S&P SmallCap Quality ETF positions in Q3 2024 and 2 closed out, a net change of +16 holders.
- The largest Invesco S&P SmallCap Quality ETF buyer in Q3 2024 was Stifel Financial, an estimated $41.9M added.
- The largest Invesco S&P SmallCap Quality ETF seller in Q3 2024 was JT Stratford LLC, an estimated $431K sold.
Based on aggregated 13F filings for Q3 2024.