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 591 institutions that hold shares in the stock, with a total of 99.5 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 |
|---|---|---|---|---|---|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
361,470
shares
|
$20.7 Million
5.73% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
351,160
shares
|
$20.1 Million
2.82% of portfolio
|
Q3 2025
Added 138.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
345,272
shares
|
$19.8 Million
0.0% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
322,811
shares
|
$18.5 Million
0.01% of portfolio
|
Q2 2025
Added 25.38%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
322,492
shares
|
$18.5 Million
0.09% of portfolio
|
Q2 2025
Added 48.91%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
318,090
shares
|
$18.2 Million
5.04% of portfolio
|
Q1 2025
Added 792.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
310,342
shares
|
$17.8 Million
0.77% of portfolio
|
Q4 2023
Added 14.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
299,364
shares
|
$17.1 Million
0.04% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
295,297
shares
|
$16.9 Million
1.07% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
286,865
shares
|
$16.4 Million
0.58% of portfolio
|
Q2 2025
Reduced 69.11%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
284,173
shares
|
$16.3 Million
1.27% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
283,259
shares
|
$16.2 Million
0.1% of portfolio
|
Q2 2025
Added 1062.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
275,860
shares
|
$15.8 Million
0.24% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
262,464
shares
|
$15 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
246,814
shares
|
$14.1 Million
0.67% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
245,428
shares
|
$14 Million
3.4% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
243,614
shares
|
$13.9 Million
2.53% of portfolio
|
Q3 2025
Added 387.79%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
234,611
shares
|
$13.4 Million
9.44% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
230,328
shares
|
$13.2 Million
9.9% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
225,830
shares
|
$12.9 Million
5.48% of portfolio
|
Q3 2025
Added 57.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
222,264
shares
|
$12.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
218,162
shares
|
$12.5 Million
0.06% of portfolio
|
Q2 2025
Added 31.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
211,233
shares
|
$12.1 Million
0.07% of portfolio
|
Q4 2024
Added 105.38%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
210,218
shares
|
$12 Million
0.79% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
209,932
shares
|
$12 Million
2.66% of portfolio
|
Q3 2025
Added 1.03%
|