Invesco S&P SmallCap Quality ETF
XSHQ
19 hedge funds and large institutions have $15.1M invested in Invesco S&P SmallCap Quality ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
92% more capital inflows, than outflows
Capital inflows: $1.2M | Capital outflows: $627K
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
0% more funds holding
Funds holding: 19 → 19 (0)
0.99% less ownership
Funds ownership: 57.53% → 56.54% (-0.99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$489K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$254K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$245K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$117K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$49.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$379K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$159K |
| 3 |
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$34.5K |
| 4 |
Advisors Preferred
Rockville,
Maryland
|
-$28K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$21.9K |
XSHQ Hedge Fund Activity: Q4 2022 in Review
19 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q4 2022, worth a combined $15.1M — up 12% from $13.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XSHQ positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $489K. The largest seller was Truist Financial, exiting entirely with an estimated $379K sold.
- 19 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $15.1M of Invesco S&P SmallCap Quality ETF stock for Q4 2022, up 12% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap Quality ETF positions in Q4 2022 and 2 closed out, a net change of +1 holder.
- The largest Invesco S&P SmallCap Quality ETF buyer in Q4 2022 was LPL Financial, an estimated $489K added.
- The largest Invesco S&P SmallCap Quality ETF seller in Q4 2022 was Truist Financial, an estimated $379K sold.
Based on aggregated 13F filings for Q4 2022.