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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
8,415
shares
|
$481,506
0.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8,411
shares
|
$481,277
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
8,231
shares
|
$470,977
0.17% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
8,228
shares
|
$470,806
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
8,164
shares
|
$467,144
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
|
$466,972
0.01% of portfolio
|
Q2 2025
Added 50.07%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
8,148
shares
|
$466,228
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,130
shares
|
$465,198
0.14% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
8,130
shares
|
$465,198
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
8,117
shares
|
$464,454
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,053
shares
|
$460,792
0.01% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
8,020
shares
|
$458,904
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
7,994
shares
|
$457,416
0.08% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
7,941
shares
|
$454,384
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
7,770
shares
|
$444,599
0.05% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
7,691
shares
|
$440,079
0.12% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
7,600
shares
|
$434,872
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
7,576
shares
|
$433,498
0.01% of portfolio
|
Q3 2025
Reduced 14.15%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
7,567
shares
|
$432,983
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
7,552
shares
|
$432,125
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
|
$428,234
0.1% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
7,401
shares
|
$423,485
0.0% of portfolio
|
Q2 2025
Reduced 88.04%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
7,351
shares
|
$420,624
0.0% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
7,339
shares
|
$419,937
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
|
$419,479
0.1% of portfolio
|
Q2 2025
New holding
|