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 434 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
7,979,467
shares
|
$404 Million
0.17% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,684,085
shares
|
$288 Million
0.02% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
5,205,983
shares
|
$263 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,879,702
shares
|
$247 Million
0.02% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,085,457
shares
|
$156 Million
0.03% of portfolio
|
Q3 2024
Added 16.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,672,289
shares
|
$135 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,414,164
shares
|
$122 Million
0.03% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,733,895
shares
|
$87.7 Million
3.77% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,510,848
shares
|
$76.4 Million
1.8% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,357,579
shares
|
$68.7 Million
0.01% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,340,500
shares
|
$67.8 Million
0.09% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,141,242
shares
|
$57.7 Million
0.02% of portfolio
|
Q3 2024
Added 30.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,085,593
shares
|
$54.9 Million
7.11% of portfolio
|
Q3 2024
Added 17.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
996,109
shares
|
$50.4 Million
0.75% of portfolio
|
Q3 2024
Reduced 32.45%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
980,006
shares
|
$49.6 Million
3.49% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
979,138
shares
|
$49.5 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
946,021
shares
|
$47.8 Million
0.11% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
941,430
shares
|
$47.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
925,321
shares
|
$46.8 Million
0.06% of portfolio
|
Q3 2024
Added 27.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
816,880
shares
|
$41.3 Million
0.02% of portfolio
|
Q3 2024
Added 69.71%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
810,478
shares
|
$41 Million
0.07% of portfolio
|
Q3 2024
Added 22.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
799,813
shares
|
$40.5 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
774,712
shares
|
$39.2 Million
0.08% of portfolio
|
Q3 2024
Added 28.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
723,678
shares
|
$36.6 Million
0.0% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
720,200
shares
|
$36.4 Million
0.08% of portfolio
|
Q3 2024
Added 558.92%
|