Invesco S&P SmallCap Quality ETF
XSHQ
80 hedge funds and large institutions have $337M invested in Invesco S&P SmallCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 8 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 16
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
10% more funds holding
Funds holding: 73 → 80 (+7)
5% more capital invested
Capital invested by funds: $322M → $337M (+$14.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.13% less ownership
Funds ownership: 80.55% → 77.42% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$13.5M |
| 2 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$7.12M |
| 3 |
AAG
Accordant Advisory Group
Annapolis,
Maryland
|
+$6.32M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$6.01M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$16.6M |
| 2 |
SWM
Schwallier Wealth Management
Grand Rapids,
Michigan
|
-$5.91M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.33M |
| 4 |
FFG
Foundry Financial Group
Laconia,
New Hampshire
|
-$969K |
| 5 |
SL
SWMG LLC
Fort Worth,
Texas
|
-$626K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
76
Aptus Capital Advisors
Fairhope,
Alabama
| $7.9K | +$8.27K | +200 | New |
|
77
Fidelity Investments
Boston,
Massachusetts
| $4.74K | +$4.96K | +120 | New |
|
|
GJIA
78
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $4.71K | – | – | – |
|
|
CTC
79
Central Trust Company
Jefferson City,
Missouri
| $2.02K | – | – | – |
|
|
ADL
80
Asset Dedication LLC
San Francisco,
California
| $1.94K | – | – | – |
|
|
IAA
81
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$16.6M | -391,689 | Closed |
|
|
AI
82
Atria Investments
Charlotte,
North Carolina
| – | -$622K | -14,698 | Closed |
|
|
SL
83
SWMG LLC
Fort Worth,
Texas
| – | -$626K | -14,424 | Closed |
|
|
JCM
84
J2 Capital Management
Troy,
Michigan
| – | -$539K | -12,721 | Closed |
|
85
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$443K | -10,461 | Closed |
|
|
SAM
86
Synergy Asset Management
Vancouver,
Washington
| – | -$205K | -4,725 | Closed |
|
|
FWM
87
FLP Wealth Management
Bentonville,
Arkansas
| – | -$21.3K | -502 | Closed |
|
|
EBA
88
Eagle Bay Advisors
New York
| – | -$10.6K | -250 | Closed |
|
XSHQ Hedge Fund Activity: Q1 2025 in Review
80 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q1 2025, worth a combined $337M — up 4.6% from $322M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XSHQ positions and 8 closed out — a net gain of 9 holders — while 40 added to existing stakes and 16 trimmed.
The largest buyer was Alaska Permanent Capital Management, opening a new position worth an estimated $13.5M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $16.6M sold.
- 80 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q1 2025, up from 73 in Q4 2024.
- Funds reported $337M of Invesco S&P SmallCap Quality ETF stock for Q1 2025, up 4.6% quarter-over-quarter.
- 17 funds opened new Invesco S&P SmallCap Quality ETF positions in Q1 2025 and 8 closed out, a net change of +9 holders.
- The largest Invesco S&P SmallCap Quality ETF buyer in Q1 2025 was Alaska Permanent Capital Management, an estimated $13.5M added.
- The largest Invesco S&P SmallCap Quality ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $16.6M sold.
Based on aggregated 13F filings for Q1 2025.