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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
18,536
shares
|
$1.06 Million
0.17% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,462
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,087
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 77.68%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
18,024
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
17,986
shares
|
$1.03 Million
1.06% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
17,573
shares
|
$1.01 Million
0.54% of portfolio
|
Q3 2025
Added 97.54%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
17,099
shares
|
$978,404
0.6% of portfolio
|
Q3 2025
Added 68.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
16,754
shares
|
$958,663
0.04% of portfolio
|
Q2 2025
Added 53.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
16,669
shares
|
$953,800
0.04% of portfolio
|
Q3 2025
Added 62.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,562
shares
|
$947,677
0.0% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
16,477
shares
|
$942,813
0.4% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
16,120
shares
|
$922,386
0.01% of portfolio
|
Q2 2025
Added 7919.9%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
15,961
shares
|
$913,288
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
15,908
shares
|
$910,255
0.03% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,787
shares
|
$903,332
0.0% of portfolio
|
Q2 2025
Added 226.38%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
15,699
shares
|
$898,296
0.2% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
15,569
shares
|
$890,858
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
15,207
shares
|
$870,144
0.05% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,074
shares
|
$862,534
0.14% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
15,056
shares
|
$861,504
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
14,942
shares
|
$854,981
0.09% of portfolio
|
Q3 2025
Added 40.09%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
14,881
shares
|
$851,490
0.48% of portfolio
|
Q2 2025
Reduced 37.89%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
14,561
shares
|
$833,180
0.0% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
13,896
shares
|
$795,129
0.05% of portfolio
|
Q2 2025
Added 98.23%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
13,528
shares
|
$774,072
0.13% of portfolio
|
Q2 2025
Added 0.92%
|