Who Owns Invesco S&P SmallCap Quality ETF (XSHQ)?Hedge Fund & Institutional Holders

$41.59-0.04 (-0.10%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.400028410230009e+158T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$34.34$37.58$40.83$44.07$47.31Sep 24Jun 25Mar 26

XSHQ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Breakwater Capital GroupNew Position+204K+$8.6M
BEACON FINANCIAL PLANNING, INCNew Position+96K+$4.0M
Intrua Financial, LLCNew Position+82K+$3.5M
DHJJ Financial Advisors, Ltd.New Position+79K+$3.3M
Foundry Financial Group, Inc.New Position+78K+$3.3M
GOLDMAN SACHS GROUP INCNew Position+78K+$3.0M
Sanctuary Advisors, LLCNew Position+33K+$1.4M
JONES FINANCIAL COMPANIES LLLPNew Position+35K+$1.0M
Golden State Wealth Management, LLCNew Position+21K+$887K
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+19K+$801K
GHP Investment Advisors, Inc.New Position+17K+$715K
ROMAN BUTLER FULLERTON & CONew Position+16K+$695K
TAGStone Capital, Inc.New Position+16K+$686K
Fortune Financial Group, Inc.New Position+14K+$622K
TWIN PEAKS WEALTH ADVISORS, LLCNew Position+13K+$576K

XSHQ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-279K-$47.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-432K-$19.9B
Madison Asset Management, LLCDecreased-228K-$11.4B
OSAIC HOLDINGS, INC.Decreased-62K-$4.9B
Employees' Retirement Fund of the City of Fort WorthClosed Position-110K-$4.7B
MORGAN STANLEYDecreased-6K-$3.9B
Equitable Holdings, Inc.Decreased-2K-$2.3B
Cetera Investment AdvisersDecreased-2K-$1.9B
BNP PARIBAS FINANCIAL MARKETSClosed Position-40K-$1.7B
HighTower Advisors, LLCDecreased-3K-$1.1B
Consolidated Portfolio Review CorpClosed Position-18K-$771.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-8K-$707.1M
UBS Group AGDecreased-12K-$514.9M
Sigma Planning CorpDecreased-221-$499.7M
Archer Investment Management, LLCDecreased-1K-$470.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC815,523$34.0M0.01%Share
2TD Capital Management LLC675$28.4M0.00%Share
3Larson Financial Group LLC563,884$23.0M0.77%Share
4Breakwater Capital Group204,368$8.6M1.20%Share
5Private Advisory Group LLC127,539$5.4M0.42%Share
6BEACON FINANCIAL PLANNING, INC95,937$4.0M1.95%Share
7Intrua Financial, LLC81,995$3.5M0.36%Share
8DHJJ Financial Advisors, Ltd.78,933$3.3M1.10%Share
9Foundry Financial Group, Inc.77,589$3.3M1.63%Share
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO31,659$3.1M0.00%Share
11GOLDMAN SACHS GROUP INC78,126$3.0M0.00%Share
12MORGAN STANLEY84,528$3.0M0.00%Share
13BANK OF AMERICA CORP /DE/52,952$2.0M0.00%Share
14RAYMOND JAMES FINANCIAL INC64,182$2.0M0.00%Share
15OSAIC HOLDINGS, INC.50,752$2.0M0.00%Share
16ROYAL BANK OF CANADA52,771$2.0M0.00%Share
17Equitable Holdings, Inc.52,109$2.0M0.01%Share
18FIFTH THIRD SECURITIES, INC.44,575$1.9M0.12%Share
19Madison Asset Management, LLC36,338$1.5M0.02%Share
20Family Manage LLC24,586$1.0M0.13%Share
21Cetera Investment Advisers42,627$1.0M0.00%Share
22JONES FINANCIAL COMPANIES LLLP34,647$1.0M0.00%Share
23Sanctuary Advisors, LLC23,963$976K0.01%Share
24Golden State Wealth Management, LLC21,086$887K0.09%Share
25SIGNATURE ESTATE & INVESTMENT ADVISORS LLC19,040$801K0.02%Share
26GHP Investment Advisors, Inc.16,987$715K0.03%Share
27ROMAN BUTLER FULLERTON & CO15,517$695K0.18%Share
28TAGStone Capital, Inc.16,313$686K0.26%Share
29Fortune Financial Group, Inc.14,394$622K0.61%Share
30TWIN PEAKS WEALTH ADVISORS, LLC12,756$576K0.17%Share
31Sigma Planning Corp11,404$480K0.01%Share
32Archer Investment Management, LLC9,918$417K0.22%Share
33Onyx Bridge Wealth Group LLC9,489$399K0.04%Share
34Sanctuary Advisors, LLC8,957$377K0.00%Share
35Nikulski Financial, Inc.7,025$295K0.07%Share
36Fox Financial, Inc6,529$274K0.22%Share
37Northwest Financial Advisors5,979$251K0.52%Share
38Brookstone Capital Management5,839$245K0.00%Share
39CONNORS INVESTOR SERVICES INC5,585$235K0.02%Share
40Mascagni Wealth Management, Inc.5,567$234K0.17%Share
41Narus Financial Partners, LLC5,375$226K0.06%Share
42SeaCrest Wealth Management, LLC5,098$219K0.02%Share
43Donor Advised Charitable Giving, Inc.4,994$210K0.00%Share
44Capital Investment Advisory Services, LLC2,350$98K0.01%Share
45EverSource Wealth Advisors, LLC1,526$64K0.00%Share
46FLAGSHIP HARBOR ADVISORS, LLC1,316$55K0.00%Share
47Centennial Bank/AR/1,231$51K0.02%Share
48HARBOUR INVESTMENTS, INC.887$37K0.00%Share
49Geneos Wealth Management Inc.800$33K0.00%Share
50Capital Analysts, LLC727$31K0.00%Share

XSHQ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202575$149.2M+27
Q3 202548$144.4B-22
Q2 202570$185.2B-9
Q1 202579$340.0B+15
Q4 202464$25.3T+21
Q3 202443$133.3T+11
Q2 202432$55.3T+1
Q1 202431$46.1T—

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As of Q4 2025, 50 institutional investors hold XSHQ (Invesco S&P SmallCap Quality ETF). The largest holder is LPL Financial LLC with $34.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own XSHQ?

As of Q4 2025, 50 institutional investors report holding XSHQ (Invesco S&P SmallCap Quality ETF) in their 13F filings.

Who is the largest institutional holder of XSHQ?

The largest institutional holder of XSHQ is LPL Financial LLC with $34.0M in shares.

Is institutional ownership of XSHQ increasing or decreasing?

This quarter, 15 institutions opened new positions in XSHQ and 3 closed their positions.