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Invesco S&P SmallCap Quality ETF
XSHQ

7 hedge funds and large institutions have $18.7M invested in Invesco S&P SmallCap Quality ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

40% more funds holding

Funds holding: 5 → 7 (+2)

11.23% more ownership

Funds ownership: 59.61% → 70.84% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

26% less capital invested

Capital invested by funds: $25.3M → $18.7M (-$6.63M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LA
LexAurum Advisors
Kansas
+$347K
2
UBS Group
UBS Group
Switzerland
+$37.9K
3
GWM
Geneos Wealth Management
Colorado
+$4.79K

Top Sellers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
-$1.25M
2
Jane Street
Jane Street
New York
-$1.13M
3
Citadel Advisors
Citadel Advisors
Florida
-$608K

XSHQ Hedge Fund Activity: Q4 2018 in Review

7 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q4 2018, worth a combined $18.7M — down 26% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new XSHQ positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was LexAurum Advisors, opening a new position worth an estimated $347K. The largest seller was Barber Financial Group, cutting an estimated $1.25M.

  • 7 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q4 2018, up from 5 in Q3 2018.
  • Funds reported $18.7M of Invesco S&P SmallCap Quality ETF stock for Q4 2018, down 26% quarter-over-quarter.
  • 3 funds opened new Invesco S&P SmallCap Quality ETF positions in Q4 2018 and 1 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap Quality ETF buyer in Q4 2018 was LexAurum Advisors, an estimated $347K added.
  • The largest Invesco S&P SmallCap Quality ETF seller in Q4 2018 was Barber Financial Group, an estimated $1.25M sold.

Based on aggregated 13F filings for Q4 2018.