13FBOX
INVESCO S&P SMALLCAP QUALITY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO S&P SMALLCAP QUALITY ETF

XSHQ
持有机构数
76
机构合计市值 (Q2 2026)
$1.69亿
机构合计股数 (Q2 2026)
332.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+19.5万股
29 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-97.6万股
44 · 10 清仓 · ≈
⚖️ 净额
-78.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.69亿
持有机构数
76
新买入
11
加仓
18
减仓
34
清仓
10
持股不变
13
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
0.01%0.01%#33$3,009.6万62.2万股$3,132.0万74.3万股-12.0万股-16.22%减仓
Larson Financial 集团Larson Financial Group LLC
0.72%0.79%#7$2,758.3万57.0万股$2,481.6万58.9万股-1.8万股-3.09%减仓
Coppell Advisory Solutions LLC
0.75%#6$906.0万1,419股$00股+1,419股新买入
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.28%0.5%#11$794.1万16.4万股$1,199.1万28.5万股-12.1万股-42.35%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%0.01%#41$745.0万15.4万股$1,791.3万42.5万股-27.1万股-63.74%减仓
Breakwater Capital Group
0.81%1%#4$676.3万14.0万股$746.7万17.7万股-3.7万股-21.03%减仓
Private Advisory Group LLC
0.34%0.36%#10$630.5万13.0万股$554.0万13.1万股-1,025股-0.78%减仓
BEACON FINANCIAL PLANNING, INC
2.05%2.16%#2$605.1万12.5万股$556.5万13.2万股-6,856股-5.19%减仓
MarinerMariner, LLC
0.01%<0.01%#35$602.5万12.5万股$405.6万9.6万股+2.8万股+29.53%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#61$555.9万11.5万股$423.6万10.0万股+1.4万股+14.43%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#49$502.0万10.4万股$376.4万8.9万股+1.5万股+16.30%加仓
PlanVest Financial, Inc
2.69%2.68%#1$402.2万8.3万股$353.0万8.4万股-538股-0.64%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#67$385.3万8.0万股$390.4万9.1万股-1.1万股-12.18%减仓
Intrua Financial, LLC
0.35%0.36%#9$380.7万7.9万股$344.5万8.2万股-2,981股-3.65%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#63$377.3万7.8万股$328.1万7.8万股+212股+0.27%加仓
DHJJ Financial Advisors, Ltd.
0.92%1.16%#3$318.4万6.6万股$349.6万8.3万股-1.7万股-20.58%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#51$318.3万6.6万股$178.6万4.3万股+2.3万股+53.07%加仓
Equitable控股Equitable Holdings, Inc.
0.02%0.01%#30$274.4万5.7万股$220.5万5.2万股+4,381股+8.37%加仓
FIFTH THIRD SECURITIES, INC.
0.13%0.13%#17$224.1万4.6万股$203.7万4.8万股-1,974股-4.09%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#46$207.8万4.3万股$195.1万4.6万股-3,300股-7.13%减仓
Fifth Third Wealth 顾问Fifth Third Wealth Advisors LLC
0.04%#23$152.8万3.2万股$00股+3.2万股新买入
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%#59$145.1万3.0万股$00股+3.0万股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#53$109.6万2.3万股$94.5万2.2万股+244股+1.09%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#44$109.5万2.3万股$95.4万2.3万股+24股+0.11%加仓
Fortune Financial Group, Inc.
0.75%0.63%#5$96.3万2.0万股$70.4万1.7万股+3,220股+19.29%加仓
Golden State Wealth Management, LLC
0.09%0.1%#19$95.2万2.0万股$90.0万2.1万股-1,655股-7.76%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#52$94.7万2.0万股$91.0万2.2万股-1,995股-9.25%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#65$91.8万1.9万股$83.1万2.0万股-739股-3.75%减仓
TAGStone Capital, Inc.
0.27%0.26%#12$85.2万1.8万股$73.8万1.8万股+127股+0.73%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#47$81.1万1.7万股$73.5万1.7万股-657股-3.77%减仓
GHP Investment Advisors, Inc.
0.03%0.03%#27$79.8万1.7万股$71.8万1.7万股-524股-3.08%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#68$74.8万1.5万股$114.6万2.7万股-1.2万股-43.07%减仓
ROMAN BUTLER FULLERTON & CO
0.17%0.19%#14$72.8万1.5万股$68.1万1.6万股-179股-1.15%减仓
HRT金融HRT FINANCIAL LP
<0.01%#50$70.8万1.5万股$00股+1.5万股新买入
TWIN PEAKS WEALTH ADVISORS, LLC
0.13%0.13%#16$59.6万1.2万股$53.6万1.3万股-385股-3.03%减仓
顶峰金融Summit Financial, LLC
0.01%0.01%#37$55.2万1.1万股$48.2万1.1万股-18股-0.16%减仓
麦迪逊资产管理Madison Asset Management, LLC
0.01%0.01%#38$50.4万1.0万股$89.9万2.1万股-1.1万股-51.08%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#60$49.4万1.0万股$31.4万7,436股+2,777股+37.35%加仓
Onyx Bridge Wealth Group LLC
0.04%0.04%#24$45.9万9,483股$38.8万9,192股+291股+3.17%加仓
FLOW TRADERS U.S. LLC
0.02%#29$40.7万8,423股$00股+8,423股新买入
Hunter Perkins Capital Management, LLC
0.08%0.05%#21$37.8万7,818股$23.2万5,493股+2,325股+42.33%加仓
Brookstone资本管理Brookstone Capital Management
<0.01%<0.01%#42$36.6万7,560股$25.4万6,036股+1,524股+25.25%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#72$36.3万7,516股$42.8万1.0万股-2,641股-26.00%减仓
Essex Financial Services, Inc.
0.02%0.02%#31$32.2万6,655股$28.2万6,700股-45股-0.67%减仓
Fox Financial, Inc
0.21%0.22%#13$30.6万6,320股$27.5万6,528股-208股-3.19%减仓
Nikulski Financial, Inc.
0.06%0.07%#22$29.2万6,045股$26.5万6,275股-230股-3.67%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#48$29.1万6,012股$25.3万6,012股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#71$28.4万5,878股$24.9万5,910股-32股-0.54%减仓
Kingsview Wealth Management, LLC
<0.01%<0.01%#40$27.4万6,503股$27.4万6,503股00.00%持仓不变
Mascagni Wealth Management, Inc.
0.17%0.17%#15$27.0万5,580股$23.5万5,578股+2股+0.04%加仓

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