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 434 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
699,786
shares
|
$35.4 Million
0.21% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
601,157
shares
|
$30.4 Million
0.1% of portfolio
|
Q3 2024
Added 29.57%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
585,264
shares
|
$29.6 Million
9.2% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
553,102
shares
|
$28 Million
0.05% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
544,688
shares
|
$27.6 Million
1.89% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
475,598
shares
|
$24.1 Million
0.02% of portfolio
|
Q3 2024
Added 32.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
472,947
shares
|
$23.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
471,012
shares
|
$23.8 Million
10.46% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
451,890
shares
|
$22.9 Million
0.0% of portfolio
|
Q3 2024
Added 122.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
408,629
shares
|
$20.7 Million
0.03% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
391,715
shares
|
$19.8 Million
2.88% of portfolio
|
Q3 2024
Reduced 46.09%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
383,626
shares
|
$19.4 Million
5.88% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
365,198
shares
|
$18.5 Million
5.39% of portfolio
|
Q3 2024
Added 24.18%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
332,000
shares
|
$16.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
310,342
shares
|
$15.7 Million
0.77% of portfolio
|
Q4 2023
Added 14.09%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
296,640
shares
|
$15 Million
1.0% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
288,128
shares
|
$14.6 Million
0.03% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
286,152
shares
|
$14.5 Million
0.2% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
284,173
shares
|
$14.4 Million
1.27% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
283,766
shares
|
$14.4 Million
2.51% of portfolio
|
Q3 2024
Reduced 52.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
283,179
shares
|
$14.3 Million
0.16% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
274,988
shares
|
$13.9 Million
3.44% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
254,799
shares
|
$12.9 Million
0.37% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
241,996
shares
|
$12.2 Million
8.98% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
232,391
shares
|
$11.8 Million
3.14% of portfolio
|
Q3 2024
Added 24.32%
|