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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
13,456
shares
|
$769,952
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
13,455
shares
|
$769,895
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
13,090
shares
|
$749,009
0.11% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
12,965
shares
|
$741,857
0.43% of portfolio
|
Q3 2025
Added 21.57%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
12,906
shares
|
$738,481
0.53% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
12,642
shares
|
$723,375
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
12,619
shares
|
$722,059
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
12,587
shares
|
$720,228
0.02% of portfolio
|
Q3 2025
Added 55.4%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
12,443
shares
|
$711,988
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
12,433
shares
|
$711,416
0.05% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
12,256
shares
|
$701,288
0.29% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
12,238
shares
|
$700,258
0.26% of portfolio
|
Q2 2025
Added 56.88%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
12,200
shares
|
$698,084
0.36% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
11,774
shares
|
$673,708
0.06% of portfolio
|
Q3 2025
Added 53.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
11,700
shares
|
$669,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
11,689
shares
|
$668,844
0.06% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,662
shares
|
$667,299
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
11,435
shares
|
$654,310
0.02% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
11,400
shares
|
$652,308
1.77% of portfolio
|
Q3 2023
Added 302.26%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
11,383
shares
|
$651,335
0.05% of portfolio
|
Q2 2025
Added 67.03%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
11,335
shares
|
$648,588
0.24% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
11,334
shares
|
$648,531
0.05% of portfolio
|
Q3 2025
Reduced 74.22%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
11,274
shares
|
$645,098
0.03% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
11,225
shares
|
$642,294
0.01% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
11,204
shares
|
$641,092
0.01% of portfolio
|
Q3 2025
Added 4.78%
|