Larson Financial Group LLC Boosts Position in Invesco S&P SmallCap Quality ETF $XSHQ

Larson Financial Group LLC lifted its holdings in shares of Invesco S&P SmallCap Quality ETF (BATS:XSHQ) by 4.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 552,120 shares of the company’s stock after acquiring an additional 24,665 shares during the quarter. Invesco S&P SmallCap Quality ETF makes up 0.8% of Larson Financial Group LLC’s portfolio, making the stock its 23rd biggest position. Larson Financial Group LLC owned 0.07% of Invesco S&P SmallCap Quality ETF worth $23,758,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. boosted its holdings in Invesco S&P SmallCap Quality ETF by 24.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 419,127 shares of the company’s stock valued at $17,071,000 after acquiring an additional 81,367 shares in the last quarter. Breakwater Capital Group raised its holdings in Invesco S&P SmallCap Quality ETF by 7.7% in the 3rd quarter. Breakwater Capital Group now owns 206,216 shares of the company’s stock worth $8,873,000 after purchasing an additional 14,793 shares in the last quarter. Private Advisory Group LLC lifted its position in shares of Invesco S&P SmallCap Quality ETF by 53.9% in the 3rd quarter. Private Advisory Group LLC now owns 118,990 shares of the company’s stock worth $5,120,000 after purchasing an additional 41,670 shares during the period. Alaska Wealth Advisors lifted its position in shares of Invesco S&P SmallCap Quality ETF by 1.9% in the 3rd quarter. Alaska Wealth Advisors now owns 118,955 shares of the company’s stock worth $5,119,000 after purchasing an additional 2,263 shares during the period. Finally, Flow Traders U.S. LLC bought a new stake in shares of Invesco S&P SmallCap Quality ETF during the 2nd quarter valued at about $3,148,000.

Invesco S&P SmallCap Quality ETF Trading Up 0.5%

Shares of XSHQ opened at $41.95 on Tuesday. Invesco S&P SmallCap Quality ETF has a 1-year low of $33.94 and a 1-year high of $45.51. The firm’s 50-day moving average price is $43.89 and its 200-day moving average price is $43.13. The firm has a market capitalization of $332.66 million, a price-to-earnings ratio of 14.16 and a beta of 1.00.

About Invesco S&P SmallCap Quality ETF

The Invesco S&P SmallCap Quality ETF (XSHQ) is an exchange-traded fund that is based on the S&P SmallCap 600 Quality index. The fund tracks an index of US small-cap stocks selected by return-on-equity, accruals ratio, and financial leverage. Stocks are weighted by these quality factors and scaled by market-cap. XSHQ was launched on Apr 6, 2017 and is managed by Invesco.