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 593 institutions that hold shares in the stock, with a total of 99.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
7,200
shares
|
$411,984
0.28% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
7,189
shares
|
$411,354
0.28% of portfolio
|
Q2 2025
Reduced 44.3%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,003
shares
|
$400,711
0.0% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
6,972
shares
|
$398,937
0.21% of portfolio
|
Q2 2025
Added 45.34%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
6,863
shares
|
$392,700
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
6,858
shares
|
$392,414
0.07% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
6,839
shares
|
$391,327
0.2% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,835
shares
|
$391,098
0.09% of portfolio
|
Q4 2024
Reduced 24.21%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
6,743
shares
|
$385,834
0.11% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
6,704
shares
|
$383,602
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
6,697
shares
|
$383,202
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
6,504
shares
|
$372,158
0.31% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
6,487
shares
|
$371,186
0.05% of portfolio
|
Q2 2025
Reduced 31.51%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
6,339
shares
|
$362,717
0.09% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
6,337
shares
|
$362,603
0.05% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
6,320
shares
|
$361,630
0.08% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
6,188
shares
|
$354,077
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,150
shares
|
$351,903
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
6,099
shares
|
$348,984
0.34% of portfolio
|
Q2 2025
Added 32.82%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,954
shares
|
$340,687
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
5,778
shares
|
$330,617
0.02% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
5,712
shares
|
$326,840
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
5,704
shares
|
$326,382
0.01% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
5,597
shares
|
$320,260
0.01% of portfolio
|
Q2 2025
New holding
|