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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
8,228
shares
|
$449,413
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
8,221
shares
|
$449,031
0.16% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
8,164
shares
|
$445,917
0.11% of portfolio
|
Q2 2025
Added 57.51%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
8,161
shares
|
$445,753
0.01% of portfolio
|
Q2 2025
Added 50.07%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
8,148
shares
|
$445,043
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
8,130
shares
|
$444,060
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,130
shares
|
$444,060
0.14% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
8,117
shares
|
$443,350
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,100
shares
|
$442,422
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
8,079
shares
|
$441,274
0.31% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
8,020
shares
|
$438,052
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
7,994
shares
|
$436,632
0.08% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
7,649
shares
|
$417,788
0.04% of portfolio
|
Q2 2025
Added 66.43%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
7,555
shares
|
$412,654
0.02% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
7,552
shares
|
$412,490
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
7,484
shares
|
$408,776
0.1% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
7,401
shares
|
$404,242
0.0% of portfolio
|
Q2 2025
Reduced 88.04%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
7,351
shares
|
$401,511
0.0% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
7,339
shares
|
$400,856
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
7,331
shares
|
$400,419
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,237
shares
|
$395,284
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
7,200
shares
|
$393,264
0.28% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
7,189
shares
|
$392,663
0.28% of portfolio
|
Q2 2025
Reduced 44.3%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
7,087
shares
|
$387,091
0.07% of portfolio
|
Q2 2025
Added 54.74%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
6,973
shares
|
$380,865
0.04% of portfolio
|
Q2 2025
Reduced 42.72%
|