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Invesco S&P SmallCap Quality ETF
XSHQ

80 hedge funds and large institutions have $337M invested in Invesco S&P SmallCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 16

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

10% more funds holding

Funds holding: 73 → 80 (+7)

5% more capital invested

Capital invested by funds: $322M → $337M (+$14.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.13% less ownership

Funds ownership: 80.55% → 77.42% (-3.1%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
40
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APCM
Alaska Permanent Capital Management
Alaska
+$13.5M
2
LFG
Larson Financial Group
Missouri
+$7.12M
3
AAG
Accordant Advisory Group
Maryland
+$6.32M
4
BEI
Benjamin Edwards Inc
Missouri
+$6.01M
5
Stifel Financial
Stifel Financial
Missouri
+$5.81M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$16.6M
2
SWM
Schwallier Wealth Management
Michigan
-$5.91M
3
LPL Financial
LPL Financial
California
-$2.33M
4
FFG
Foundry Financial Group
New Hampshire
-$969K
5
SL
SWMG LLC
Texas
-$626K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$50.2M -$2.33M -56,299 -4%
Stifel Financial
2
Stifel Financial
Missouri
$45M +$5.81M +140,577 +14%
BEI
3
Benjamin Edwards Inc
Missouri
$38.7M +$6.01M +145,359 +17%
NYLIM
4
New York Life Investment Management
New York
$22.5M +$2.47M +59,863 +12%
CIM
5
Confluence Investment Management
Missouri
$18.1M +$1.29M +31,307 +7%
LFG
6
Larson Financial Group
Missouri
$15.3M +$7.12M +172,333 +80%
SGDR
7
SPX Gestao de Recursos
Brazil
$14.5M +$2.12M +51,291 +16%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$13.3M +$5.27M +127,564 +61%
APCM
9
Alaska Permanent Capital Management
Alaska
$12.9M +$13.5M +326,650 New
MAM
10
Madison Asset Management
Wisconsin
$10.1M +$855K +20,680 +9%
Morgan Stanley
11
Morgan Stanley
New York
$8.27M +$786K +19,007 +10%
BCG
12
Breakwater Capital Group
New Jersey
$8.11M +$1.14M +27,644 +16%
AAG
13
Accordant Advisory Group
Maryland
$7.36M +$6.32M +152,921 +460%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.64M +$2.97M +71,831 +75%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.77M -$310K -7,494 -6%
AWA
16
Alaska Wealth Advisors
Alaska
$4.33M +$4.53M +109,572 New
BFP
17
Beacon Financial Planning
Massachusetts
$3.96M +$491K +11,871 +13%
CPA
18
Capital Planning Advisors
California
$3.77M +$1.14M +27,671 +41%
Raymond James Financial
19
Raymond James Financial
Florida
$3.47M +$865K +20,930 +31%
PWM
20
Perigon Wealth Management
California
$3.32M +$209K +5,055 +6%
IF
21
Intrua Financial
Texas
$3.26M +$471K +11,387 +16%
Bank of America
22
Bank of America
North Carolina
$2.93M +$1.51M +36,488 +97%
PAG
23
Private Advisory Group
Washington
$2.83M +$2.96M +71,506 New
DFA
24
DHJJ Financial Advisors
Illinois
$2.82M +$223K +5,400 +8%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.48M +$2.22M +53,784 +600%
1
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XSHQ Hedge Fund Activity: Q1 2025 in Review

80 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q1 2025, worth a combined $337M — up 4.6% from $322M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XSHQ positions and 8 closed out — a net gain of 9 holders — while 40 added to existing stakes and 16 trimmed.

The largest buyer was Alaska Permanent Capital Management, opening a new position worth an estimated $13.5M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $16.6M sold.

  • 80 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q1 2025, up from 73 in Q4 2024.
  • Funds reported $337M of Invesco S&P SmallCap Quality ETF stock for Q1 2025, up 4.6% quarter-over-quarter.
  • 17 funds opened new Invesco S&P SmallCap Quality ETF positions in Q1 2025 and 8 closed out, a net change of +9 holders.
  • The largest Invesco S&P SmallCap Quality ETF buyer in Q1 2025 was Alaska Permanent Capital Management, an estimated $13.5M added.
  • The largest Invesco S&P SmallCap Quality ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2025.