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Invesco S&P SmallCap Quality ETF

76 hedge funds and large institutions have $163M invested in Invesco S&P SmallCap Quality ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 7576 (+1)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0.86% more ownership

Funds ownership: 65.12%65.98% (+0.86%)

12% less capital invested

Capital invested by funds: $184M → $163M (-$21.8M)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
28
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$34.3M -$11.8M -279,182 -26%
LFG
2
Larson Financial Group
Missouri
$23.7M +$498K +11,764 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$20.4M +$855K +20,200 +4%
HAG
4
HighPoint Advisor Group
Illinois
$12M +$12.1M +284,863 New
BCG
5
Breakwater Capital Group
New Jersey
$8.6M -$78.2K -1,848 -0.9%
PAG
6
Private Advisory Group
Washington
$5.38M +$369K +8,720 +7%
BFP
7
Beacon Financial Planning
Massachusetts
$4.04M +$99.3K +2,346 +3%
Morgan Stanley
8
Morgan Stanley
New York
$3.56M -$262K -6,198 -7%
IF
9
Intrua Financial
Texas
$3.45M +$61.8K +1,460 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$3.33M +$1.23M +28,941 +58%
DFA
11
DHJJ Financial Advisors
Illinois
$3.32M +$113K +2,670 +4%
Goldman Sachs
12
Goldman Sachs
New York
$3.29M +$3.31M +78,126 New
FFG
13
Foundry Financial Group
New Hampshire
$3.27M +$94.6K +2,234 +3%
Bank of America
14
Bank of America
North Carolina
$3.16M +$180K +4,257 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.62M +$1.96M +46,349 +293%
EH
16
Equitable Holdings
New York
$2.19M -$67.2K -1,588 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.18M -$2.62M -61,855 -54%
FTS
18
Fifth Third Securities
Ohio
$1.88M +$203K +4,787 +12%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.79M -$84.6K -1,997 -4%
MAM
20
Madison Asset Management
Wisconsin
$1.53M -$9.64M -227,615 -86%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$1.46M +$279K +6,583 +23%
FM
22
Family Management
New York
$1.03M
HighTower Advisors
23
HighTower Advisors
Illinois
$979K -$125K -2,952 -11%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$966K -$162K -3,825 -14%
NA
25
NewEdge Advisors
Louisiana
$894K +$21.6K +511 +2%

XSHQ Hedge Fund Activity: Q4 2025 in Review

76 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q4 2025, worth a combined $163M — down 12% from $184M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XSHQ positions and 10 closed out — a net gain of 1 holder — while 28 added to existing stakes and 27 trimmed.

The largest buyer was HighPoint Advisor Group, opening a new position worth an estimated $12.1M. The largest seller was LPL Financial, cutting an estimated $11.8M.

  • 76 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q4 2025, up from 75 in Q3 2025.
  • Funds reported $163M of Invesco S&P SmallCap Quality ETF stock for Q4 2025, down 12% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap Quality ETF positions in Q4 2025 and 10 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap Quality ETF buyer in Q4 2025 was HighPoint Advisor Group, an estimated $12.1M added.
  • The largest Invesco S&P SmallCap Quality ETF seller in Q4 2025 was LPL Financial, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2025.