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 590 institutions that hold shares in the stock, with a total of 99.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
71
shares
|
$4,062
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
69
shares
|
$3,948
0.0% of portfolio
|
Q2 2025
Reduced 44.8%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
67
shares
|
$3,833
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
60
shares
|
$3,433
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
59
shares
|
$3,375
0.0% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
54
shares
|
$3,089
0.0% of portfolio
|
Q3 2022
Reduced 23.94%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
45
shares
|
$2,574
0.0% of portfolio
|
Q3 2024
Reduced 91.82%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
38
shares
|
$2,174
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
26
shares
|
$1,487
0.0% of portfolio
|
Q2 2025
Reduced 90.15%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
21
shares
|
$1,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
14
shares
|
$801
0.0% of portfolio
|
Q3 2025
Reduced 98.13%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
11
shares
|
$629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|