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 493 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
283,766
shares
|
$13.6 Million
2.96% of portfolio
|
Q3 2024
Reduced 52.22%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
277,942
shares
|
$13.3 Million
4.05% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
270,932
shares
|
$13 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
266,000
shares
|
$12.7 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
245,104
shares
|
$11.7 Million
9.22% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
242,117
shares
|
$11.6 Million
0.03% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
232,391
shares
|
$11.1 Million
3.14% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
225,704
shares
|
$10.8 Million
10.27% of portfolio
|
Q4 2024
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
225,683
shares
|
$10.8 Million
3.83% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
224,971
shares
|
$10.8 Million
0.74% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
216,364
shares
|
$10.4 Million
0.63% of portfolio
|
Q4 2024
Added 21.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
211,233
shares
|
$10.1 Million
0.07% of portfolio
|
Q4 2024
Added 105.38%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
209,361
shares
|
$10 Million
0.6% of portfolio
|
Q4 2024
Added 155.23%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
203,947
shares
|
$9.76 Million
0.62% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
201,621
shares
|
$9.65 Million
9.19% of portfolio
|
Q4 2024
Added 26.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
196,651
shares
|
$9.41 Million
0.02% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
190,527
shares
|
$9.12 Million
0.85% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
181,510
shares
|
$8.69 Million
0.09% of portfolio
|
Q4 2024
Added 36.9%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
179,895
shares
|
$8.61 Million
0.01% of portfolio
|
Q4 2024
Added 103.95%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
177,087
shares
|
$8.48 Million
4.4% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
177,081
shares
|
$8.48 Million
2.6% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
173,165
shares
|
$8.29 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
168,789
shares
|
$8.08 Million
0.3% of portfolio
|
Q4 2024
Added 26.5%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
168,163
shares
|
$8.05 Million
2.74% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
168,010
shares
|
$8.04 Million
0.08% of portfolio
|
Q4 2024
Added 0.76%
|