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Invesco S&P SmallCap Quality ETF

75 hedge funds and large institutions have $168M invested in Invesco S&P SmallCap Quality ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

5.53% more ownership

Funds ownership: 65.98%71.51% (+5.5%)

3% more capital invested

Capital invested by funds: $163M → $168M (+$5.22M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 7675 (-1)

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
14
Increased
29
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$31.3M -$3.16M -72,648 -9%
LFG
2
Larson Financial Group
Missouri
$24.8M +$1.07M +24,724 +4%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$17.9M -$2.56M -59,011 -12%
IAA
4
Independent Advisor Alliance
North Carolina
$9.85M +$10.2M +233,731 New
BCG
5
Breakwater Capital Group
New Jersey
$7.47M -$1.18M -27,258 -13%
HAG
6
HighPoint Advisor Group
Illinois
$7.18M -$4.98M -114,661 -40%
BFP
7
Beacon Financial Planning
Massachusetts
$5.57M +$1.57M +36,060 +38%
PAG
8
Private Advisory Group
Washington
$5.54M +$161K +3,699 +3%
Goldman Sachs
9
Goldman Sachs
New York
$4.24M +$971K +22,345 +29%
Mariner
10
Mariner
Kansas
$4.06M +$4.18M +96,196 New
Raymond James Financial
11
Raymond James Financial
Florida
$3.76M +$437K +10,050 +13%
PF
12
PlanVest Financial
Maryland
$3.53M +$3.64M +83,718 New
DFA
13
DHJJ Financial Advisors
Illinois
$3.5M +$173K +3,980 +5%
IF
14
Intrua Financial
Texas
$3.44M -$12.3K -284 -0.3%
Bank of America
15
Bank of America
North Carolina
$3.28M +$117K +2,697 +4%
Morgan Stanley
16
Morgan Stanley
New York
$3.09M -$485K -11,169 -13%
EH
17
Equitable Holdings
New York
$2.2M +$11.4K +263 +0.5%
WP
18
Westmount Partners
California
$2.19M +$1.74M +40,000 New
FTS
19
Fifth Third Securities
Ohio
$2.04M +$163K +3,740 +8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.95M +$158K +3,645 +9%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$1.79M +$381K +8,770 +25%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.15M -$1.52M -34,979 -56%
NA
23
NewEdge Advisors
Louisiana
$954K +$60.1K +1,382 +7%
HighTower Advisors
24
HighTower Advisors
Illinois
$945K -$36.8K -847 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$910K -$1.31M -30,175 -58%

XSHQ Hedge Fund Activity: Q1 2026 in Review

75 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Quality ETF (XSHQ) for Q1 2026, worth a combined $168M — up 3.2% from $163M a quarter earlier.

Fund positioning in XSHQ was balanced in Q1 2026: 14 funds opened new positions, 14 closed out, 29 added to existing stakes and 24 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $10.2M. The largest seller was HighPoint Advisor Group, cutting an estimated $4.98M.

  • 75 institutional investors held Invesco S&P SmallCap Quality ETF (XSHQ) as of Q1 2026, down from 76 in Q4 2025.
  • Funds reported $168M of Invesco S&P SmallCap Quality ETF stock for Q1 2026, up 3.2% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap Quality ETF positions in Q1 2026 and 14 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Quality ETF buyer in Q1 2026 was Independent Advisor Alliance, an estimated $10.2M added.
  • The largest Invesco S&P SmallCap Quality ETF seller in Q1 2026 was HighPoint Advisor Group, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2026.