Invesco S&P SmallCap Quality ETF
XSHQ
36 hedge funds and large institutions have $71.2M invested in Invesco S&P SmallCap Quality ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
162% more capital invested
Capital invested by funds: $27.2M → $71.2M (+$44M)
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
64% more funds holding
Funds holding: 22 → 36 (+14)
14.33% more ownership
Funds ownership: 54.12% → 68.45% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$9.64M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.72M |
| 3 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$3.99M |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$1.75M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.27M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$689K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$291K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$281K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$222K |
XSHQ Hedge Fund Activity: Q4 2023 in Review
36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q4 2023, worth a combined $71.2M — up 162% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XSHQ positions and 3 closed out — a net gain of 14 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was New York Life Investment Management, opening a new position worth an estimated $9.64M. The largest seller was Private Advisor Group, exiting entirely with an estimated $1.27M sold.
- 36 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q4 2023, up from 22 in Q3 2023.
- Funds reported $71.2M of Invesco S&P SmallCap Quality ETF stock for Q4 2023, up 162% quarter-over-quarter.
- 17 funds opened new Invesco S&P SmallCap Quality ETF positions in Q4 2023 and 3 closed out, a net change of +14 holders.
- The largest Invesco S&P SmallCap Quality ETF buyer in Q4 2023 was New York Life Investment Management, an estimated $9.64M added.
- The largest Invesco S&P SmallCap Quality ETF seller in Q4 2023 was Private Advisor Group, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2023.