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 594 institutions that hold shares in the stock, with a total of 99.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
29,829
shares
|
$1.71 Million
1.17% of portfolio
|
Q3 2025
Added 40.4%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
29,413
shares
|
$1.68 Million
0.27% of portfolio
|
Q2 2025
Added 31.42%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
29,180
shares
|
$1.67 Million
0.57% of portfolio
|
Q2 2025
Added 58.72%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
28,957
shares
|
$1.66 Million
0.16% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
27,664
shares
|
$1.58 Million
0.2% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
27,584
shares
|
$1.58 Million
1.99% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
27,516
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
27,125
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2025
Added 65.85%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
26,958
shares
|
$1.54 Million
1.47% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
26,876
shares
|
$1.54 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
26,822
shares
|
$1.53 Million
0.62% of portfolio
|
Q3 2025
Added 31.52%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
26,260
shares
|
$1.5 Million
1.24% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
25,980
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
25,968
shares
|
$1.49 Million
0.62% of portfolio
|
Q2 2025
Added 59.95%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
25,808
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2025
Added 17.77%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
25,640
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 222.27%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
25,063
shares
|
$1.43 Million
0.69% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
24,889
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Added 56.5%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
24,764
shares
|
$1.42 Million
0.28% of portfolio
|
Q1 2025
Added 23.26%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
24,311
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
24,111
shares
|
$1.38 Million
0.37% of portfolio
|
Q3 2025
Added 92.49%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
24,079
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
23,411
shares
|
$1.34 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
23,335
shares
|
$1.34 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
22,988
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
New holding
|