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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
MWM
51
Mascagni Wealth Management
Mississippi
$234K -$26K -615 -10%
NFP
52
Narus Financial Partners
Utah
$226K +$2.37K +56 +1%
SWM
53
SeaCrest Wealth Management
New York
$219K -$21.4K -505 -9%
DACG
54
Donor Advised Charitable Giving
California
$210K +$211K +4,994 New
EI
55
EFG International
$166K +$167K +3,939 New
CIAS
56
Capital Investment Advisory Services
North Carolina
$98.9K
CFB
57
Cullen/Frost Bankers
Texas
$92.8K +$50.3K +1,187 +117%
EWA
58
EverSource Wealth Advisors
Alabama
$64.2K -$19K -448 -23%
FHA
59
Flagship Harbor Advisors
Massachusetts
$55.4K +$55.7K +1,316 New
CB
60
Centennial Bank
Arkansas
$51.8K -$117K -2,768 -69%
HI
61
Harbour Investments
Wisconsin
$37.3K -$338K -7,987 -90%
KAS
62
Kestra Advisory Services
Texas
$35.8K +$36K +851 New
GWM
63
Geneos Wealth Management
Colorado
$33.7K
CAL
64
Capital Analysts LLC
Pennsylvania
$31K +$85 +2 +0.3%
TCM
65
TD Capital Management
Tennessee
$28.4K
GRP
66
Global Retirement Partners
California
$21K
UBS Group
67
UBS Group
Switzerland
$16.1K -$490K -11,583 -97%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$14K -$2.12K -50 -13%
JP Morgan Chase
69
JP Morgan Chase
New York
$10.4K
WWA
70
Wealth Watch Advisors
Colorado
$10K
ACA
71
Aptus Capital Advisors
Alabama
$8.5K +$42 +1 +0.5%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$2.75K +$2.75K +65 New
CTC
73
Central Trust Company
Missouri
$2.15K
KFAS
74
Keating Financial Advisory Services
Kansas
$1.09K +$1.1K +26 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.02K +24 New

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.