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Invesco S&P SmallCap Quality ETF

20 hedge funds and large institutions have $21M invested in Invesco S&P SmallCap Quality ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

62% more capital invested

Capital invested by funds: $12.9M → $21M (+$8.05M)

28.38% more ownership

Funds ownership: 37.07%65.46% (+28%)

11% more funds holding

Funds holding: 1820 (+2)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.25M +$841K +22,611 +18%
MML Investors Services
2
MML Investors Services
Massachusetts
$4.49M +$2.33M +62,608 +101%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.22M +$4.36M +117,242 New
FHA
4
Flagship Harbor Advisors
Massachusetts
$3.65M +$1.38M +36,984 +57%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.16M +$1.1M +29,634 +1,192%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$714K +$274K +7,376 +59%
GIA
7
GHP Investment Advisors
Colorado
$595K +$3.12K +84 +0.5%
EH
8
Equitable Holdings
New York
$285K +$38.3K +1,029 +15%
Citadel Advisors
9
Citadel Advisors
Florida
$202K -$286K -7,689 -58%
Bank of America
10
Bank of America
North Carolina
$171K -$23.7K -638 -12%
Osaic Holdings
11
Osaic Holdings
Arizona
$149K +$152K +4,080 +8,160%
APA
12
American Portfolios Advisors
New York
$36K
AP
13
Advisors Preferred
Maryland
$27K +$2.01K +54 +8%
UBS Group
14
UBS Group
Switzerland
$20K -$19.7K -529 -49%
ADL
15
Asset Dedication LLC
California
$4K
Morgan Stanley
16
Morgan Stanley
New York
$4K +$3.72K +100 New
GWM
17
Geneos Wealth Management
Colorado
$3K +$3.72K +100 New
PFS
18
Prospera Financial Services
Texas
$1K +$1.49K +40 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$477K -12,175 Closed
Truist Financial
20
Truist Financial
North Carolina
-$306K -7,820 Closed
SFM
21
Signet Financial Management
New Jersey
-$19K -474 Closed
Wells Fargo
22
Wells Fargo
California
-$37 -1 -50%
Fidelity Investments
23
Fidelity Investments
Massachusetts
+$37 +1 New

XSHQ Hedge Fund Activity: Q1 2022 in Review

20 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q1 2022, worth a combined $21M — up 62% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XSHQ positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $4.36M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $477K sold.

  • 20 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q1 2022, up from 18 in Q4 2021.
  • Funds reported $21M of Invesco S&P SmallCap Quality ETF stock for Q1 2022, up 62% quarter-over-quarter.
  • 5 funds opened new Invesco S&P SmallCap Quality ETF positions in Q1 2022 and 3 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap Quality ETF buyer in Q1 2022 was Cambridge Investment Research Advisors, an estimated $4.36M added.
  • The largest Invesco S&P SmallCap Quality ETF seller in Q1 2022 was Susquehanna International Group, an estimated $477K sold.

Based on aggregated 13F filings for Q1 2022.