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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,930
shares
|
$224,874
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
3,849
shares
|
$220,239
0.09% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
3,825
shares
|
$218,866
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
3,780
shares
|
$216,291
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,748
shares
|
$214,460
0.0% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
3,640
shares
|
$208,280
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
3,565
shares
|
$203,989
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,300
shares
|
$188,826
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,255
shares
|
$186,251
0.07% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,188
shares
|
$182,417
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,093
shares
|
$176,981
0.01% of portfolio
|
Q2 2025
Reduced 39.35%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,900
shares
|
$165,938
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2,750
shares
|
$157,355
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,691
shares
|
$153,979
0.09% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,690
shares
|
$153,921
0.01% of portfolio
|
Q3 2025
Added 116.59%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,645
shares
|
$151,346
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
2,600
shares
|
$148,772
0.07% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
2,301
shares
|
$131,663
0.29% of portfolio
|
Q3 2025
Reduced 85.1%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,113
shares
|
$120,905
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,094
shares
|
$119,818
0.01% of portfolio
|
Q2 2025
Added 82.72%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,950
shares
|
$111,579
0.02% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,853
shares
|
$106,028
0.01% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,837
shares
|
$105,113
0.01% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,770
shares
|
$101,279
0.04% of portfolio
|
Q3 2025
Added 45.08%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,760
shares
|
$100,707
0.01% of portfolio
|
Q3 2025
New holding
|