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 585 institutions that hold shares in the stock, with a total of 97.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
11,068
shares
|
$604,534
0.16% of portfolio
|
Q2 2025
Added 52.96%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
11,056
shares
|
$603,878
0.02% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,920
shares
|
$596,450
0.32% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
10,830
shares
|
$591,534
0.01% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
10,762
shares
|
$587,820
0.46% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
10,694
shares
|
$584,106
0.05% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
10,693
shares
|
$584,051
0.02% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,676
shares
|
$583,123
0.02% of portfolio
|
Q2 2025
Reduced 26.79%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
10,666
shares
|
$582,576
0.06% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,467
shares
|
$571,707
0.08% of portfolio
|
Q3 2022
Added 351.16%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
10,434
shares
|
$569,905
0.21% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
10,423
shares
|
$569,304
0.4% of portfolio
|
Q2 2025
Reduced 38.43%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
10,341
shares
|
$564,825
0.13% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
10,273
shares
|
$561,111
0.02% of portfolio
|
Q2 2025
Added 648.76%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,177
shares
|
$555,867
0.0% of portfolio
|
Q2 2025
Added 21.04%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
10,161
shares
|
$554,993
0.35% of portfolio
|
Q2 2025
Added 48.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
10,078
shares
|
$550,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
10,056
shares
|
$549,258
0.06% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
10,005
shares
|
$546,473
0.04% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
9,914
shares
|
$541,502
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
9,865
shares
|
$538,826
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,850
shares
|
$538,007
0.0% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
9,660
shares
|
$527,629
0.13% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
9,660
shares
|
$527,629
0.11% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
9,652
shares
|
$527,192
0.14% of portfolio
|
Q2 2025
Added 96.62%
|