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Invesco S&P SmallCap Quality ETF
XSHQ

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: 76 → 75 (-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
–

Top Buyers

Rank Fund Capital Flow
1
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
+$2.56M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.9M
3
PAG
Private Advisory Group
Washington
+$1.78M
4
LFG
Larson Financial Group
Missouri
+$1.05M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$854K

Top Sellers

Rank Fund Capital Flow
1
NYLIM
New York Life Investment Management
New York
-$25.3M
2
APCM
Alaska Permanent Capital Management
Alaska
-$14.9M
3
SGDR
SPX Gestao de Recursos
Brazil
-$7.7M
4
Morgan Stanley
Morgan Stanley
New York
-$5.68M
5
FTUS
Flow Traders U.S.
New York
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Mascagni Wealth Management
Mississippi
$266K +$384 +9 +0.1%
BCM
52
Brookstone Capital Management
Illinois
$244K +$13.7K +320 +6%
SWM
53
SeaCrest Wealth Management
New York
$239K +$342 +8 +0.1%
SCA
54
Snowden Capital Advisors
New York
$238K – – –
CIS
55
Connors Investor Services
Pennsylvania
$234K +$232K +5,435 New
NFP
56
Narus Financial Partners
Utah
$229K +$227K +5,319 New
EFS
57
Essex Financial Services
Connecticut
$226K +$225K +5,260 New
PAG
58
Private Advisor Group
New Jersey
$218K -$27K -632 -11%
NFA
59
Northwest Financial Advisors
Virginia
$214K +$212K +4,969 New
CB
60
Centennial Bank
Arkansas
$172K – – –
CIAS
61
Capital Investment Advisory Services
North Carolina
$101K – – –
EWA
62
EverSource Wealth Advisors
Alabama
$84.9K +$84.3K +1,974 New
GWSG
63
GPS Wealth Strategies Group
Colorado
$56.5K – – –
CFB
64
Cullen/Frost Bankers
Texas
$43.8K -$54.1K -1,268 -55%
GWM
65
Geneos Wealth Management
Colorado
$34.4K – – –
CAL
66
Capital Analysts LLC
Pennsylvania
$31K +$43 +1 +0.1%
TCM
67
TD Capital Management
Tennessee
$29K – – –
PS
68
Principal Securities
Iowa
$25.9K +$11.7K +273 +83%
GRP
69
Global Retirement Partners
California
$21.5K – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$16.4K +$3.8K +89 +30%
JP Morgan Chase
71
JP Morgan Chase
New York
$10.6K +$10.5K +246 New
WWA
72
Wealth Watch Advisors
Colorado
$10.2K +$10.2K +238 New
ACA
73
Aptus Capital Advisors
Alabama
$8.65K +$43 +1 +0.5%
CTC
74
Central Trust Company
Missouri
$2.19K – – –
Wells Fargo
75
Wells Fargo
California
$25 -$14.9K -348 -100%
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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.