Invesco S&P SmallCap Quality ETF
XSHQ

$43.35

2.34%

Market Cap: $327M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $107M [Q1] → $115M (+$8.4M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

3.49% less ownership

Funds ownership: 72.29% [Q1] → 68.8% (-3.49%) [Q2]

4% less funds holding

Funds holding: 49 [Q1] → 47 (-2) [Q2]

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

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Research analyst outlook

We haven’t received any recent analyst ratings for XSHQ.

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Financial journalist opinion

Rate Cuts to be Catalyst for Small-, Mid-Cap Quality ETFs

Rate cuts may be a compelling reason for investors to fill gaps in exposure to small- and mid-cap quality ETFs. The Federal Reserve slashed interest rates on September 18, reducing the target range for the federal funds rate by a half point.

Rate Cuts to be Catalyst for Small-, Mid-Cap Quality ETFs

Zacks Investment Research

Is Invesco S&P SmallCap Quality ETF (XSHQ) a Strong ETF Right Now?

The Invesco S&P SmallCap Quality ETF (XSHQ) was launched on 04/06/2017, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Blend category of the market.

Is Invesco S&P SmallCap Quality ETF (XSHQ) a Strong ETF Right Now?

Zacks Investment Research

Should Invesco S&P SmallCap Quality ETF (XSHQ) Be on Your Investing Radar?

If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the Invesco S&P SmallCap Quality ETF (XSHQ), a passively managed exchange traded fund launched on 04/06/2017.

Should Invesco S&P SmallCap Quality ETF (XSHQ) Be on Your Investing Radar?

Fill Gaps in SMID-Cap Exposure With XMHQ and XSHQ

Investors may want to consider filling any gaps in smid-cap exposure. Many investors may be missing out on the growth potential mid- and small-cap companies.

Fill Gaps in SMID-Cap Exposure With XMHQ and XSHQ

These 3 Small-Cap ETFs Could Benefit From Eventual Rate Cuts

When debt is made manageable for small-cap companies, it can almost act like a growth accelerant. Invesco has a trio of ETFs worth considering when rate cuts eventually take place.

These 3 Small-Cap ETFs Could Benefit From Eventual Rate Cuts

XSHQ: A Quality Approach That Works For Small-Caps

Small-caps have struggled in the market due to the risk of "zombie companies" and higher interest rates. Invesco S&P SmallCap Quality ETF targets quality within the small-cap universe. The XSHQ ETF has outperformed similar ETFs and offers exposure to high-quality small-cap stocks, but comes with higher volatility and expenses.

XSHQ: A Quality Approach That Works For Small-Caps

For Investors Who Prioritize Quality, Consider These 3 ETF Options

Despite the S&P 500 extending last year's rally and touching on new highs this year, investors don't quite have the risk dial turned up to maximum level. An article by VettaFi's Head of Research Todd Rosenbluth revealed a measured move towards quality options in the current market environment during a VettaFi Equity Symposium.

For Investors Who Prioritize Quality, Consider These 3 ETF Options

XSHQ: My First Look At This SC Blend ETF Results In A Hold Rating

The Invesco S&P SmallCap Quality ETF is a blend of Growth and Value Small-Cap stocks selected based on several quality factors. This article reviews XSHQ, its Index and then is compared against a selection of Small-Cap ETFs that use different strategies, including one based on an index that does use factors. XSHQ has shown promising results but needs to prove itself before a strong recommendation. Recent performance relative to the other ETFs included in the analysis has shown improvement.

XSHQ: My First Look At This SC Blend ETF Results In A Hold Rating

XSHQ: Weed Out Junk From Small Cap Investing

The S&P SmallCap 600 Index tracks the performance of US companies with market caps between $850 million and $5.2 billion. The S&P SmallCap 600 Quality Index is made up of the top companies from the Small Cap index screened for three criteria. We go over the XSHQ fund and tell you how it can help you invest better in the small cap space.

XSHQ: Weed Out Junk From Small Cap Investing

XSHQ: A Quality-Heavy Fund With An Edge Over A Few Peers

XSHQ is a passively managed, index-based fund searching for quality in the small-cap universe. Nevertheless, mostly because of the weighting schema, it is overweight in mid-caps. XSHQ is a Buy since its portfolio has a strong balance of quality and value, which is reflected in the weighted-average ROA, earnings yield, and other parameters.

XSHQ: A Quality-Heavy Fund With An Edge Over A Few Peers

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