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 |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,220
shares
|
$66,636
0.03% of portfolio
|
Q2 2025
Reduced 47.41%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,203
shares
|
$65,707
0.01% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$65,544
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,166
shares
|
$63,686
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,127
shares
|
$61,556
0.02% of portfolio
|
Q2 2025
Added 36.77%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
1,095
shares
|
$59,808
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$54,620
0.0% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$54,620
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$54,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
982
shares
|
$53,636
0.01% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
973
shares
|
$53,145
0.0% of portfolio
|
Q2 2025
Added 140.84%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
930
shares
|
$50,796
0.01% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
910
shares
|
$49,704
0.01% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
862
shares
|
$47,082
0.05% of portfolio
|
Q4 2022
Added 2.01%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
862
shares
|
$47,082
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
821
shares
|
$44,843
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
791
shares
|
$43,204
0.1% of portfolio
|
Q2 2025
Added 248.46%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
750
shares
|
$40,965
0.02% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
750
shares
|
$40,965
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
735
shares
|
$40,145
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
720
shares
|
$39,326
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
690
shares
|
$37,687
0.01% of portfolio
|
Q1 2025
Reduced 67.11%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
663
shares
|
$36,213
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
636
shares
|
$34,738
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
624
shares
|
$34,082
0.02% of portfolio
|
Q2 2025
Reduced 93.45%
|