Institutional Ownership Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG). We have compiled data on the 353 institutions that hold shares in the stock, with a total of 58.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
6,788,772
shares
|
$294 Million
0.16% of portfolio
|
Q1 2024
Added 22.23%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
5,676,289
shares
|
$246 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,093,179
shares
|
$177 Million
0.01% of portfolio
|
Q1 2024
Added 2.6%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,574,679
shares
|
$155 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
2,836,342
shares
|
$123 Million
0.03% of portfolio
|
Q1 2024
Added 3.77%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,458,583
shares
|
$106 Million
0.03% of portfolio
|
Q1 2024
Added 30.38%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,002,012
shares
|
$86.6 Million
0.02% of portfolio
|
Q1 2024
Added 13.3%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,510,848
shares
|
$65.4 Million
1.8% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
1,287,506
shares
|
$55.7 Million
0.01% of portfolio
|
Q1 2024
Added 37.71%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,274,922
shares
|
$55.2 Million
0.01% of portfolio
|
Q1 2024
Added 70.08%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,082,080
shares
|
$46.8 Million
0.07% of portfolio
|
Q1 2024
Added 25.86%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,066,833
shares
|
$46.2 Million
0.05% of portfolio
|
Q1 2024
Added 26.24%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
1,033,253
shares
|
$44.7 Million
2.34% of portfolio
|
Q1 2024
New holding
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
984,089
shares
|
$42.6 Million
1.59% of portfolio
|
Q1 2024
Reduced 2.51%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
867,229
shares
|
$37.5 Million
5.97% of portfolio
|
Q1 2024
Added 9.8%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
724,253
shares
|
$31.3 Million
0.01% of portfolio
|
Q1 2024
Added 22.37%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
703,629
shares
|
$30.4 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
Principle Wealth Partners LLC
|
Apr 23, 2024 Q1 2024 |
703,569
shares
|
$30.4 Million
2.44% of portfolio
|
Q1 2024
Added 59.33%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
688,431
shares
|
$29.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
682,547
shares
|
$29.5 Million
0.05% of portfolio
|
Q1 2024
Added 34.28%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
585,264
shares
|
$25.3 Million
9.2% of portfolio
|
Q1 2024
Added 0.28%
|
|
Apexium Financial, LP
|
Apr 19, 2024 Q1 2024 |
528,145
shares
|
$22.9 Million
1.88% of portfolio
|
Q1 2024
Added 1.99%
|
|
Quattro Financial Advisors LLC
|
Apr 18, 2024 Q1 2024 |
478,028
shares
|
$20.7 Million
6.05% of portfolio
|
Q1 2024
New holding
|
|
Bank Hapoalim Bm
|
May 01, 2024 Q1 2024 |
468,000
shares
|
$20.3 Million
2.55% of portfolio
|
Q3 2023
Added 900.0%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
447,521
shares
|
$19.4 Million
0.01% of portfolio
|
Q1 2024
Added 20.89%
|