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Invesco S&P SmallCap Quality ETF

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: 8076 (-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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$346K +$331K +8,498 New
AIM
52
Archer Investment Management
Texas
$331K +$316K +8,122 New
IWM
53
IHT Wealth Management
Illinois
$310K -$24.8K -637 -8%
FF
54
Fox Financial
Pennsylvania
$280K -$1.13K -29 -0.4%
KWM
55
Kingsview Wealth Management
Oregon
$253K +$22.6K +580 +10%
MWM
56
Mascagni Wealth Management
Mississippi
$251K +$273 +7 +0.1%
AAS
57
Avantax Advisory Services
Texas
$251K -$5.3K -136 -2%
PAG
58
Private Advisor Group
New Jersey
$232K -$468K -12,005 -68%
MML Investors Services
59
MML Investors Services
Massachusetts
$231K +$1.21K +31 +0.5%
SWM
60
SeaCrest Wealth Management
New York
$228K -$68.2K -1,750 -24%
SCA
61
Snowden Capital Advisors
New York
$225K +$3.23K +83 +2%
BCM
62
Brookstone Capital Management
Illinois
$218K +$208K +5,347 New
CB
63
Centennial Bank
Arkansas
$163K -$144K -3,701 -48%
CIAS
64
Capital Investment Advisory Services
North Carolina
$95.7K +$91.5K +2,350 New
CFB
65
Cullen/Frost Bankers
Texas
$93.1K +$25.8K +662 +41%
GWSG
66
GPS Wealth Strategies Group
Colorado
$53.5K
GWM
67
Geneos Wealth Management
Colorado
$32.6K -$31.2K -800 -50%
CAL
68
Capital Analysts LLC
Pennsylvania
$29K +$39 +1 +0.1%
Comerica Bank
69
Comerica Bank
Texas
$28.8K -$342K -8,783 -93%
TCM
70
TD Capital Management
Tennessee
$27.5K
GRP
71
Global Retirement Partners
California
$20.4K +$19.5K +500 New
Wells Fargo
72
Wells Fargo
California
$14.2K
PS
73
Principal Securities
Iowa
$13.4K +$3.7K +95 +41%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$11.9K +$6.74K +173 +144%
ACA
75
Aptus Capital Advisors
Alabama
$8.16K

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.