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Invesco S&P SmallCap Quality ETF
XSHQ

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: 1 → 2 (+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: 76 → 75 (-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
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$10.2M
2
Mariner
Mariner
Kansas
+$4.18M
3
WP
Westmount Partners
California
+$1.74M
4
BFP
Beacon Financial Planning
Massachusetts
+$1.57M
5
LFG
Larson Financial Group
Missouri
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
HAG
HighPoint Advisor Group
Illinois
-$4.98M
2
LPL Financial
LPL Financial
California
-$3.16M
3
FFG
Foundry Financial Group
New Hampshire
-$3.05M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.56M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$249K – – –
SCA
52
Snowden Capital Advisors
New York
$235K -$12.7K -293 -5%
MWM
53
Mascagni Wealth Management
Mississippi
$235K +$478 +11 +0.2%
HPCM
54
Hunter Perkins Capital Management
Illinois
$232K +$239K +5,493 New
CIS
55
Connors Investor Services
Pennsylvania
$232K -$3.69K -85 -2%
AIM
56
Archer Investment Management
Texas
$222K -$203K -4,664 -47%
RF
57
Rossby Financial
Florida
$209K +$215K +4,939 New
EI
58
EFG International
$166K – – –
MA
59
MCF Advisors
Kentucky
$162K +$167K +3,851 New
CFB
60
Cullen/Frost Bankers
Texas
$92.9K – – –
CIAS
61
Capital Investment Advisory Services
North Carolina
$90.7K -$8.69K -200 -9%
GWM
62
Geneos Wealth Management
Colorado
$33.7K – – –
CAL
63
Capital Analysts LLC
Pennsylvania
$31K +$43 +1 +0.1%
TCM
64
TD Capital Management
Tennessee
$28.5K – – –
EWA
65
EverSource Wealth Advisors
Alabama
$23.1K -$42.5K -977 -64%
NEWAS
66
N.E.W. Advisory Services
Wisconsin
$12.6K +$13K +300 New
SPIA
67
Steward Partners Investment Advisory
New York
$12.6K +$13K +300 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$11K -$3.09K -71 -21%
JP Morgan Chase
69
JP Morgan Chase
New York
$10.2K +$43 +1 +0.4%
ACA
70
Aptus Capital Advisors
Alabama
$8.56K +$43 +1 +0.5%
Wells Fargo
71
Wells Fargo
California
$7.64K +$7.82K +180 +18,000%
AF
72
Allworth Financial
California
$4.22K +$4.35K +100 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$2.77K – – –
CTC
74
Central Trust Company
Missouri
$2.15K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.01K – – –
1 2
3
4

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.