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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,542
shares
|
$317,113
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
5,522
shares
|
$315,968
0.01% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
5,511
shares
|
$315,339
0.04% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,474
shares
|
$313,222
0.03% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
5,443
shares
|
$311,448
0.0% of portfolio
|
Q3 2025
Added 20.87%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
5,440
shares
|
$311,276
0.2% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
5,372
shares
|
$307,385
0.19% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
5,320
shares
|
$304,410
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
5,319
shares
|
$304,353
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,297
shares
|
$303,094
0.01% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,273
shares
|
$301,721
0.02% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
5,230
shares
|
$299,260
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
5,186
shares
|
$296,742
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
5,181
shares
|
$296,456
0.11% of portfolio
|
Q3 2025
Reduced 23.16%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
5,085
shares
|
$290,963
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,070
shares
|
$290,105
0.01% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
5,022
shares
|
$287,358
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
5,012
shares
|
$286,786
0.04% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,000
shares
|
$286,100
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
5,000
shares
|
$286,100
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$286,100
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
4,999
shares
|
$286,042
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
4,960
shares
|
$283,811
0.03% of portfolio
|
Q1 2025
Added 413.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,900
shares
|
$280,378
0.01% of portfolio
|
Q2 2025
Reduced 88.51%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,865
shares
|
$278,375
0.14% of portfolio
|
Q3 2025
Reduced 30.15%
|