Who Owns XSHQ?
Invesco S&P SmallCap Quality ETF — Institutional Ownership & 13F Holdings
$45.28
-0.33 (-0.72%)
Market Cap
$250.4M
Shares Outstanding
5,022,697
Institutional Holders
79
Total Inst. Value
$226.1M
% of Float Held
—
QoQ Holder Change
+48
Institutional data as of Q1 2025
New Positions
23
Closed Positions
8
Increased
34
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP | $45.0M | 1,138,723 |
| 2 | BENJAMIN EDWARDS INC | $38.7M | 979,889 |
| 3 | Larson Financial Group LLC | $15.3M | 386,545 |
| 4 | SPX Gestao de Recursos Ltda | $14.5M | 366,241 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.3M | 337,760 |
| 6 | Alaska Permanent Capital Management, LLCNew | $12.9M | 326,650 |
| 7 | MORGAN STANLEY | $8.3M | 209,234 |
| 8 | Breakwater Capital Group | $8.1M | 205,198 |
| 9 | Accordant Advisory Group IncNew | $7.4M | 186,176 |
| 10 | OSAIC HOLDINGS, INC. | $6.6M | 167,959 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | +141K | $45.0M |
| BENJAMIN EDWARDS INC | +145K | $38.7M |
| Larson Financial Group LLC | +172K | $15.3M |
| SPX Gestao de Recursos Ltda | +51K | $14.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +128K | $13.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -56K | $50K |
| Foundry Financial Group, Inc. | -23K | $2.4M |
| Atria Wealth Solutions, Inc. | -10K | $1K |
| Family Manage LLC | -8K | $867K |
| COMMONWEALTH EQUITY SERVICES, LLC | -7K | $5K |
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Frequently Asked Questions
How many institutional investors hold XSHQ?
As of Q1 2025, 79 institutional investors report holding XSHQ (Invesco S&P SmallCap Quality ETF) in their 13F filings.
Which hedge fund owns the most XSHQ?
The largest institutional holder of XSHQ is STIFEL FINANCIAL CORP with $45.0M in shares.
Are institutions buying or selling XSHQ?
This quarter, 23 institutions opened new positions in XSHQ and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.