§ EQUITY
USDXSHQ
INVESCO S&P SMALLCAP QUALITY
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
31 increased/new, 33 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 743K | 0.0% | −9% |
| Larson Financial Group LLC | 589K | 0.8% | +4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 425K | 0.0% | −18% |
| Independent Advisor Alliance | 234K | 0.1% | n/a |
| Breakwater Capital Group | 177K | 1.0% | −13% |
| HighPoint Advisor Group LLC | 170K | 0.3% | −40% |
◇ AC INTELLIGENCE
Top institutional owners for XSHQ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER81.5% · 62 holders
INCOME / DEFENSIVE10.8% · 1 holder
DEALER / BANK7.3% · 8 holders
TACTICAL / MACRO0.3% · 1 holder
QUALITY / COMPOUNDER0.2% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for XSHQ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention XSHQ yet.