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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,753
shares
|
$100,306
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,750
shares
|
$100,135
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,580
shares
|
$90,407
0.0% of portfolio
|
Q2 2025
Added 507.69%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,536
shares
|
$87,889
0.0% of portfolio
|
Q2 2025
Added 151.8%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,510
shares
|
$86,402
0.01% of portfolio
|
Q3 2022
Added 101.33%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,376
shares
|
$78,734
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,370
shares
|
$78,391
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,346
shares
|
$77,018
0.03% of portfolio
|
Q2 2025
Added 109.66%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,290
shares
|
$73,813
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,250
shares
|
$71,525
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,238
shares
|
$70,838
0.0% of portfolio
|
Q4 2023
Reduced 1.43%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,203
shares
|
$68,835
0.01% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$68,664
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,166
shares
|
$66,718
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,127
shares
|
$64,486
0.02% of portfolio
|
Q2 2025
Added 36.77%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
1,095
shares
|
$62,655
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,026
shares
|
$58,707
0.02% of portfolio
|
Q3 2025
Added 193.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$57,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$57,220
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$57,220
0.0% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
982
shares
|
$56,190
0.01% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
960
shares
|
$54,931
0.02% of portfolio
|
Q3 2025
Added 90.48%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
930
shares
|
$53,214
0.01% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
910
shares
|
$52,070
0.01% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
862
shares
|
$49,323
0.05% of portfolio
|
Q4 2022
Added 2.01%
|