Invesco S&P SmallCap Quality ETF (XSHQ)

ETF ยท Cboe BZX

Invesco S&P SmallCap Quality ETF (XSHQ) is an exchange-traded fund listed on Cboe BZX, where it has traded since April 6, 2017.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
April 6, 2017

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 74 institutions reported holding XSHQ, with 3.3 million shares worth $168.3 million in aggregate. The largest reported holder was Lpl Financial, with 622,416 shares worth $30.1 million. Of the 5 largest holders listed below, all 5 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Lpl Financial622,416$30MReduced 16.22%
Larson Financial Group570,428$28MReduced 3.09%
Highpoint Advisor Group164,234$8MReduced 3.51%
Northwestern Mutual Wealth Management154,071$7MReduced 63.74%
Breakwater Capital Group139,859$7MReduced 21.03%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is XSHQ?

Invesco S&P SmallCap Quality ETF (XSHQ) is an exchange-traded fund listed on Cboe BZX, where it has traded since April 6, 2017.

Who are the largest institutional holders of XSHQ?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of XSHQ were Lpl Financial, Larson Financial Group and Highpoint Advisor Group.

How many institutions own XSHQ?

74 institutions reported a position in XSHQ for the quarter ended June 30, 2026, worth $168.3 million in total.

Did institutions buy or sell XSHQ last quarter?

Of the 5 largest reported holders, all 5 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for XSHQ.

Every reported institutional holder, plus insider and congressional trades in XSHQ, on SentiSense.