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 590 institutions that hold shares in the stock, with a total of 99.4 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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
22,854
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
22,841
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
22,838
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Added 312.09%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
22,340
shares
|
$1.28 Million
0.84% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
22,266
shares
|
$1.27 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
22,040
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,397
shares
|
$1.22 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
20,650
shares
|
$1.18 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
20,639
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20,608
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
20,381
shares
|
$1.17 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
20,291
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2025
Reduced 66.71%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
20,121
shares
|
$1.15 Million
0.77% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
19,644
shares
|
$1.12 Million
0.77% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
19,630
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
19,554
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 48.14%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
19,445
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
19,443
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Added 202.0%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
19,180
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 44.09%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
19,133
shares
|
$1.09 Million
0.32% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
19,095
shares
|
$1.09 Million
0.44% of portfolio
|
Q2 2025
Reduced 37.81%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
19,055
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
18,689
shares
|
$1.07 Million
0.28% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
18,660
shares
|
$1.07 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.37%
|