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 564 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,513
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
25,423
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
24,764
shares
|
$1.32 Million
0.28% of portfolio
|
Q1 2025
Added 23.26%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
24,373
shares
|
$1.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
24,367
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
24,079
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
23,752
shares
|
$1.27 Million
0.34% of portfolio
|
Q2 2025
Added 150.21%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
23,713
shares
|
$1.27 Million
0.28% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,553
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 39.56%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
23,119
shares
|
$1.24 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
22,953
shares
|
$1.23 Million
0.32% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
22,381
shares
|
$1.2 Million
0.15% of portfolio
|
Q1 2025
Added 217.33%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
22,266
shares
|
$1.19 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
22,220
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 18.37%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
22,147
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
21,783
shares
|
$1.16 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
21,763
shares
|
$1.16 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
21,140
shares
|
$1.13 Million
0.28% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
20,973
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Added 264.3%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
20,650
shares
|
$1.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
20,528
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
20,396
shares
|
$1.09 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
20,394
shares
|
$1.09 Million
0.49% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
19,630
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
19,586
shares
|
$1.05 Million
0.64% of portfolio
|
Q2 2025
Added 54.96%
|