Invesco S&P SmallCap Quality ETF
XSHQ
22 hedge funds and large institutions have $27.2M invested in Invesco S&P SmallCap Quality ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 2 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
42% more capital invested
Capital invested by funds: $19.2M → $27.2M (+$8.03M)
38% more funds holding
Funds holding: 16 → 22 (+6)
5.8% more ownership
Funds ownership: 48.31% → 54.12% (+5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.23M |
| 3 |
BCG
Breakwater Capital Group
Paramus,
New Jersey
|
+$2.14M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.31M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.88M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$39.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.48K |
XSHQ Hedge Fund Activity: Q3 2023 in Review
22 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q3 2023, worth a combined $27.2M — up 42% from $19.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XSHQ positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $4M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $4.88M sold.
- 22 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q3 2023, up from 16 in Q2 2023.
- Funds reported $27.2M of Invesco S&P SmallCap Quality ETF stock for Q3 2023, up 42% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap Quality ETF positions in Q3 2023 and 2 closed out, a net change of +6 holders.
- The largest Invesco S&P SmallCap Quality ETF buyer in Q3 2023 was LPL Financial, an estimated $4M added.
- The largest Invesco S&P SmallCap Quality ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $4.88M sold.
Based on aggregated 13F filings for Q3 2023.