XSHQ icon

Invesco S&P SmallCap Quality ETF
XSHQ

Overview Fund Activity

75 hedge funds and large institutions have $222M invested in Invesco S&P SmallCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
31
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFG
Larson Financial Group
Missouri
$21.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$17.1M
3
FTUS
Flow Traders U.S.
New York
$3.15M
4
NYLIM
New York Life Investment Management
New York
$25.3M
5
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
$2.04M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$0
2
BEI
Benjamin Edwards Inc
Missouri
$0
3
CIM
Confluence Investment Management
Missouri
$0
4
AAG
Accordant Advisory Group
Maryland
$0
5
SGDR
SPX Gestao de Recursos
Brazil
$7.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$44.7M -$7.08M -173,751 -14%
NYLIM
2
New York Life Investment Management
New York
$25.3M +$2.14M +52,535 +9%
LFG
3
Larson Financial Group
Missouri
$21.5M +$5.74M +140,910 +36%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.1M +$3.31M +81,367 +24%
APCM
5
Alaska Permanent Capital Management
Alaska
$14.5M +$1.26M +31,081 +10%
MAM
6
Madison Asset Management
Wisconsin
$11M +$563K +13,816 +5%
Morgan Stanley
7
Morgan Stanley
New York
$9.11M +$588K +14,438 +7%
BCG
8
Breakwater Capital Group
New Jersey
$7.8M -$561K -13,775 -7%
SGDR
9
SPX Gestao de Recursos
Brazil
$7.7M -$7.22M -177,161 -48%
AWA
10
Alaska Wealth Advisors
Alaska
$4.75M +$290K +7,120 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.12M -$2.99M -70,658 -42%
BFP
12
Beacon Financial Planning
Massachusetts
$3.84M -$244K -5,985 -6%
IF
13
Intrua Financial
Texas
$3.44M +$83.2K +2,043 +2%
PAG
14
Private Advisory Group
Washington
$3.15M +$237K +5,814 +8%
FTUS
15
Flow Traders U.S.
New York
$3.15M +$3.15M +77,289 New
FFG
16
Foundry Financial Group
New Hampshire
$3.09M +$633K +15,535 +26%
DFA
17
DHJJ Financial Advisors
Illinois
$2.92M +$10.5K +259 +0.4%
Bank of America
18
Bank of America
North Carolina
$2.63M -$388K -9,520 -13%
Raymond James Financial
19
Raymond James Financial
Florida
$2.49M -$1.08M -26,614 -30%
PWM
20
Perigon Wealth Management
California
$2.39M -$1.03M -25,332 -30%
EH
21
Equitable Holdings
New York
$2.04M +$83.3K +2,044 +4%
ERFOTCOFW
22
Employees Retirement Fund of the City of Fort Worth
Texas
$2.04M +$2.04M +50,000 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.75M -$113K -2,777 -6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.52M -$3.4M -83,502 -69%
FTS
25
Fifth Third Securities
Ohio
$1.44M +$435K +10,692 +43%
1
2 3 4