Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / S&P SMLCAP HIG
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Number of holders
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31
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Total 13F shares, excl. options
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885,263
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Shares change
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+156,642
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Total reported value, excl. options
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$11,911,384
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Value change
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+$2,101,364
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Number of buys
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12
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Number of sells
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17
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Price
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$13.46
Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCAP HIG (XSHD) as of Q2 2025
As of 30 Jun 2025 INVESCO EXCH TRADED FD TR II - S&P SMLCAP HIG (XSHD) had 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 885,263 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Concord Wealth Partners, Concord Asset Management, LLC/VA, Heartwood Wealth Advisors LLC, Cetera Investment Advisers, Investors Research Corp, Capital Investment Advisory Services, LLC, Kingsview Wealth Management, LLC, IHT Wealth Management, LLC, and Elite Financial, Inc..
This table shows 31 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.