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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
862
shares
|
$49,323
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
838
shares
|
$47,950
0.0% of portfolio
|
Q3 2025
Reduced 43.68%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
821
shares
|
$46,977
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
791
shares
|
$45,261
0.1% of portfolio
|
Q2 2025
Added 248.46%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
751
shares
|
$42,972
0.02% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
750
shares
|
$42,915
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
720
shares
|
$41,198
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
696
shares
|
$39,825
0.01% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
690
shares
|
$39,481
0.01% of portfolio
|
Q1 2025
Reduced 67.11%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
636
shares
|
$36,391
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
624
shares
|
$35,705
0.02% of portfolio
|
Q2 2025
Reduced 93.45%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
604
shares
|
$34,560
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
600
shares
|
$34,332
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
600
shares
|
$34,332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
595
shares
|
$34,045
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
550
shares
|
$31,471
0.02% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
536
shares
|
$30,669
0.0% of portfolio
|
Q2 2025
Reduced 60.15%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
520
shares
|
$29,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
517
shares
|
$29,582
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
510
shares
|
$29,182
0.0% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
508
shares
|
$29,067
0.0% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
421
shares
|
$24,089
0.0% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
407
shares
|
$23,288
0.0% of portfolio
|
Q2 2025
Reduced 99.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
405
shares
|
$23,174
0.0% of portfolio
|
Q3 2025
Reduced 58.38%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
372
shares
|
$21,285
0.01% of portfolio
|
Q3 2025
Reduced 2.36%
|