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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
19,444
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
19,324
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2025
Added 34.58%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
18,961
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
18,920
shares
|
$1.01 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
18,799
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Added 369.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
18,381
shares
|
$982,096
0.1% of portfolio
|
Q1 2025
Reduced 59.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
17,846
shares
|
$953,511
0.0% of portfolio
|
Q2 2025
Reduced 56.2%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
17,718
shares
|
$946,672
0.23% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
17,660
shares
|
$943,573
0.26% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
17,501
shares
|
$935,078
0.14% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
17,185
shares
|
$918,194
0.11% of portfolio
|
Q2 2025
Added 86.19%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
17,055
shares
|
$911,248
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
16,838
shares
|
$899,654
0.28% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
16,647
shares
|
$889,449
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,571
shares
|
$885,388
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
16,355
shares
|
$873,847
0.07% of portfolio
|
Q2 2025
Added 122.67%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
16,262
shares
|
$868,878
0.38% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
16,120
shares
|
$861,291
0.01% of portfolio
|
Q2 2025
Added 7919.9%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
15,908
shares
|
$849,964
0.03% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
15,904
shares
|
$849,750
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
15,741
shares
|
$841,041
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
15,699
shares
|
$838,797
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
15,699
shares
|
$838,797
0.2% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
15,447
shares
|
$825,333
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
15,277
shares
|
$816,250
0.35% of portfolio
|
Q2 2025
Added 49.58%
|