INVESCO S&P SMALLCAP QUALITY (XSHQ) Institutional Ownership Changes & 13F Activity
INVESCO S&P SMALLCAP QUALITY (XSHQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bnp Paribas Financial Markets, Mariner, Llc, Jones Financial Companies Lllp, Newedge Advisors, Llc, and Larson Financial Group Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -2,641 | -26.0% | 7,516 | $363.43K | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | Buy | +4,381 | +8.4% | 56,753 | $2.74M | Q2 2026 | Aug 17, 2026 |
| Jones Financial Companies Lllp | Buy | +23,043 | +53.1% | 66,460 | $3.18M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -18,180 | -3.1% | 570,428 | $27.58M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +14,645 | — | 14,645 | $708.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +14,548 | +16.3% | 103,818 | $5.02M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +14,497 | +14.4% | 114,968 | $5.56M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -11,709 | -43.1% | 15,477 | $748.00K | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +8,423 | — | 8,423 | $407.00K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +5,878 | — | 5,878 | $284.23K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,995 | -9.2% | 19,582 | $947.29K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +1,419 | — | 1,419 | $9.06M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +212 | +0.3% | 78,035 | $3.77M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -180 | -99.4% | 1 | $34.00 | Q2 2026 | Aug 14, 2026 |
| Connors Investor Services Inc | Buy | +60 | +1.1% | 5,560 | $268.85K | Q2 2026 | Aug 14, 2026 |
| Bnp Paribas Financial Markets | Buy | +30,000 | — | 30,000 | $1.45M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +28,402 | +29.5% | 124,598 | $6.02M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +6,318 | +8.6% | 79,677 | $3.85M | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Sell | -633 | -11.3% | 4,949 | $239.31K | Q2 2026 | Aug 13, 2026 |
| Twin Peaks Wealth Advisors, Llc | Sell | -385 | -3.0% | 12,317 | $595.59K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +40 | +15.3% | 301 | $14.54K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +22,654 | — | 22,654 | $1.10M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +4,171 | — | 4,171 | $201.70K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -3,300 | -7.1% | 42,972 | $2.08M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +247 | — | 247 | $11.88K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Sell | -18 | -0.2% | 11,410 | $551.70K | Q2 2026 | Aug 12, 2026 |
| Tagstone Capital, Inc. | Buy | +127 | +0.7% | 17,629 | $852.44K | Q2 2026 | Aug 11, 2026 |
| Madison Asset Management, Llc | Sell | -10,888 | -51.1% | 10,428 | $504.24K | Q2 2026 | Aug 10, 2026 |
| Planvest Financial, Inc | Sell | -538 | -0.6% | 83,180 | $4.02M | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | Sell | -45 | -0.7% | 6,655 | $321.80K | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about XSHQ activity
Which institutional owners are buying XSHQ?
Institutional owners buying XSHQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XSHQ activity?
"Buy" means an investor increased their reported position in XSHQ compared to the prior reporting period. This reflects growing exposure to INVESCO S&P SMALLCAP QUALITY (XSHQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XSHQ increasing?
Institutional interest in XSHQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.