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 438 institutions that hold shares in the stock, with a total of 72.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,440
shares
|
$72,691
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,290
shares
|
$65,119
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,238
shares
|
$62,494
0.0% of portfolio
|
Q4 2023
Reduced 1.43%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
1,200
shares
|
$60,575
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,182
shares
|
$59,667
0.0% of portfolio
|
Q3 2024
Added 1070.3%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$55,528
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,096
shares
|
$55,326
0.01% of portfolio
|
Q4 2023
Added 6.41%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,040
shares
|
$52,499
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$50,480
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
998
shares
|
$50,379
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
950
shares
|
$47,956
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
914
shares
|
$46,138
0.01% of portfolio
|
Q2 2022
Reduced 16.68%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
889
shares
|
$44,876
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
862
shares
|
$43,513
0.05% of portfolio
|
Q4 2022
Added 2.01%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
862
shares
|
$43,513
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
819
shares
|
$41,343
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
795
shares
|
$40,131
0.01% of portfolio
|
Q2 2024
Reduced 60.15%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
753
shares
|
$38,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
750
shares
|
$37,860
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
750
shares
|
$37,860
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
744
shares
|
$37,557
0.0% of portfolio
|
Q3 2024
Reduced 41.78%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
692
shares
|
$34,932
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
690
shares
|
$34,831
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
603
shares
|
$30,439
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
600
shares
|
$30,287
0.01% of portfolio
|
Q3 2024
New holding
|