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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Independent Advisor Alliance, Highpoint Advisor Group Llc, Mariner, Llc, Planvest Financial, Inc, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +180 | +18000.0% | 181 | $7.64K | Q1 2026 | Jul 08, 2026 |
| Mascagni Wealth Management, Inc. | Buy | +11 | +0.2% | 5,578 | $235.18K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +2,697 | +3.6% | 77,823 | $3.28M | Q1 2026 | May 18, 2026 |
| Royal Bank Of Canada | Sell | -34,979 | -56.3% | 27,186 | $1.15M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -30,175 | -58.3% | 21,577 | $910.18K | Q1 2026 | May 15, 2026 |
| Larson Financial Group Llc | Buy | +24,724 | +4.4% | 588,608 | $24.82M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +22,345 | +28.6% | 100,471 | $4.24M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -11,169 | -13.2% | 73,359 | $3.09M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +10,157 | — | 10,157 | $428.22K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +8,770 | +25.3% | 43,417 | $1.79M | Q1 2026 | May 15, 2026 |
| Family Manage Llc | Sell | -6,950 | -28.3% | 17,636 | $743.53K | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +1,579 | +16.0% | 11,428 | $481.78K | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | Sell | -750 | -10.7% | 6,275 | $264.55K | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors Llc | Sell | -293 | -5.0% | 5,582 | $235.34K | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +263 | +0.5% | 52,372 | $2.20M | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +100 | — | 100 | $4.22K | Q1 2026 | May 15, 2026 |
| Connors Investor Services Inc | Sell | -85 | -1.5% | 5,500 | $231.88K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -71 | -21.4% | 261 | $10.98K | Q1 2026 | May 15, 2026 |
| Highpoint Advisor Group Llc | Buy | +170,202 | — | 170,202 | $7.18M | Q1 2026 | May 14, 2026 |
| Planvest Financial, Inc | Buy | +83,718 | — | 83,718 | $3.53M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +10,050 | +12.7% | 89,270 | $3.76M | Q1 2026 | May 14, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -1,509 | -98.9% | 17 | $248.00 | Q1 2026 | May 14, 2026 |
| Capital Analysts, Llc | Buy | +1 | +0.1% | 728 | $31.00K | Q1 2026 | May 14, 2026 |
| Mariner, Llc | Buy | +96,196 | — | 96,196 | $4.06M | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +3,645 | +8.6% | 46,272 | $1.95M | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | Buy | +233,731 | — | 233,731 | $9.85M | Q1 2026 | May 12, 2026 |
| Jane Street Group, Llc | Buy | +5,999 | — | 5,999 | $252.92K | Q1 2026 | May 12, 2026 |
| Hunter Perkins Capital Management, Llc | Buy | +5,493 | — | 5,493 | $232.00K | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, Llc | Buy | +300 | +4.8% | 6,503 | $274.17K | Q1 2026 | May 12, 2026 |
| Rossby Financial, Lcc | Buy | +4,939 | — | 4,939 | $209.20K | Q1 2026 | May 11, 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.