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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,860
shares
|
$278,089
0.01% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
4,819
shares
|
$275,743
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,703
shares
|
$269,105
0.05% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,668
shares
|
$267,102
0.13% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
4,620
shares
|
$264,356
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
4,619
shares
|
$264,299
0.11% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
4,586
shares
|
$262,410
0.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
4,567
shares
|
$261,323
0.01% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
4,541
shares
|
$259,836
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,517
shares
|
$258,462
0.0% of portfolio
|
Q3 2025
Reduced 53.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,397
shares
|
$251,596
0.01% of portfolio
|
Q2 2025
Added 43870.0%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,362
shares
|
$249,593
0.03% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
4,278
shares
|
$244,787
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
4,183
shares
|
$239,351
0.03% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
4,170
shares
|
$238,607
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
4,128
shares
|
$236,204
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
4,120
shares
|
$235,746
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
4,082
shares
|
$233,572
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
4,042
shares
|
$231,283
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
4,036
shares
|
$230,939
0.03% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
4,033
shares
|
$230,768
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
4,000
shares
|
$228,880
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$228,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
3,996
shares
|
$228,651
0.01% of portfolio
|
Q2 2025
Reduced 84.34%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,950
shares
|
$226,019
0.12% of portfolio
|
Q2 2025
Reduced 18.22%
|