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 |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
6,972
shares
|
$380,810
0.21% of portfolio
|
Q2 2025
Added 45.34%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,965
shares
|
$380,428
0.19% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
6,863
shares
|
$374,857
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
6,839
shares
|
$373,546
0.2% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,835
shares
|
$373,327
0.09% of portfolio
|
Q4 2024
Reduced 24.21%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
6,743
shares
|
$368,302
0.11% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
6,743
shares
|
$368,302
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
6,504
shares
|
$355,248
0.31% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
6,487
shares
|
$354,319
0.05% of portfolio
|
Q2 2025
Reduced 31.51%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
6,438
shares
|
$351,643
0.04% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
6,339
shares
|
$346,236
0.09% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
6,320
shares
|
$345,198
0.08% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
6,303
shares
|
$344,269
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
6,200
shares
|
$338,644
0.02% of portfolio
|
Q2 2025
Added 30.33%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
6,188
shares
|
$337,988
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,182
shares
|
$337,660
0.06% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,150
shares
|
$335,913
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
6,104
shares
|
$333,400
0.04% of portfolio
|
Q2 2025
Reduced 84.83%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
6,067
shares
|
$331,379
0.06% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
6,002
shares
|
$327,829
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
5,954
shares
|
$325,207
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
5,712
shares
|
$311,989
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
5,704
shares
|
$311,552
0.01% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
5,597
shares
|
$305,708
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,542
shares
|
$302,704
0.0% of portfolio
|
Q2 2024
Added 0.18%
|