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 493 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
20,058
shares
|
$926,479
0.02% of portfolio
|
Q4 2024
Added 37.65%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
19,889
shares
|
$918,672
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
19,888
shares
|
$918,626
0.33% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
19,756
shares
|
$912,529
0.1% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
18,930
shares
|
$874,376
0.8% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
18,139
shares
|
$837,840
0.28% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
17,574
shares
|
$811,743
0.18% of portfolio
|
Q4 2024
Added 100.91%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
17,510
shares
|
$808,786
0.15% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
17,038
shares
|
$786,985
0.35% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
16,995
shares
|
$784,999
0.0% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
16,810
shares
|
$776,453
0.01% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
16,806
shares
|
$776,269
0.22% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
16,501
shares
|
$762,181
0.3% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
16,269
shares
|
$751,465
0.47% of portfolio
|
Q4 2024
Reduced 67.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
15,909
shares
|
$734,836
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
15,786
shares
|
$729,155
0.02% of portfolio
|
Q4 2024
Added 50.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,768
shares
|
$728,323
0.03% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
15,699
shares
|
$725,136
0.2% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
15,398
shares
|
$711,233
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
15,382
shares
|
$710,494
0.05% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
15,070
shares
|
$696,083
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
15,056
shares
|
$695,436
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,909
shares
|
$688,646
0.02% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
14,607
shares
|
$674,697
0.02% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
14,540
shares
|
$671,602
0.09% of portfolio
|
Q3 2024
New holding
|