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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
14,359
shares
|
$663,242
0.08% of portfolio
|
Q4 2024
Added 26.66%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
14,302
shares
|
$660,609
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
14,283
shares
|
$659,731
0.03% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
13,993
shares
|
$646,336
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
13,971
shares
|
$645,320
0.13% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,919
shares
|
$642,918
0.01% of portfolio
|
Q4 2024
Added 78.68%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
13,751
shares
|
$635,158
0.05% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
13,619
shares
|
$629,061
0.04% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
13,340
shares
|
$616,174
0.0% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
13,115
shares
|
$605,781
0.07% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
12,995
shares
|
$600,239
0.55% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
12,950
shares
|
$598,160
0.04% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
12,671
shares
|
$585,273
0.01% of portfolio
|
Q4 2024
Added 32.35%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
12,587
shares
|
$581,393
0.03% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
12,511
shares
|
$577,883
0.03% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
11,774
shares
|
$543,841
0.05% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
11,757
shares
|
$543,055
0.27% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
11,436
shares
|
$528,228
0.06% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
11,400
shares
|
$526,566
1.77% of portfolio
|
Q3 2023
Added 302.26%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
11,257
shares
|
$519,960
0.04% of portfolio
|
Q4 2024
Reduced 14.76%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
11,172
shares
|
$516,034
0.23% of portfolio
|
Q4 2023
Reduced 7.56%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
11,090
shares
|
$512,247
0.07% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
11,051
shares
|
$510,445
0.05% of portfolio
|
Q4 2024
Added 51.28%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
11,032
shares
|
$509,568
0.47% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
10,920
shares
|
$504,394
0.32% of portfolio
|
Q3 2023
Added 900.0%
|