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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
209,126
shares
|
$12 Million
0.25% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
201,811
shares
|
$11.5 Million
0.75% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
201,204
shares
|
$11.5 Million
7.49% of portfolio
|
Q2 2025
Added 4570.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
199,483
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
193,809
shares
|
$11.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
187,075
shares
|
$10.7 Million
0.68% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
185,500
shares
|
$10.6 Million
1.61% of portfolio
|
Q2 2025
Added 53.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
178,057
shares
|
$10.2 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
174,451
shares
|
$9.98 Million
0.08% of portfolio
|
Q3 2025
Added 45.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
173,819
shares
|
$9.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
171,132
shares
|
$9.79 Million
2.13% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
168,765
shares
|
$9.66 Million
3.52% of portfolio
|
Q2 2025
Added 1632.88%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
167,415
shares
|
$9.58 Million
0.82% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
163,390
shares
|
$9.35 Million
1.86% of portfolio
|
Q3 2025
Reduced 18.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
162,216
shares
|
$9.28 Million
0.27% of portfolio
|
Q3 2025
Added 143.75%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
162,077
shares
|
$9.27 Million
0.02% of portfolio
|
Q3 2025
Added 50.96%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
159,205
shares
|
$9.11 Million
4.03% of portfolio
|
Q3 2025
Added 80.56%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
157,862
shares
|
$9.03 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
157,264
shares
|
$9 Million
0.67% of portfolio
|
Q2 2025
Added 71.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
156,031
shares
|
$8.93 Million
0.15% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
151,238
shares
|
$8.65 Million
1.37% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
151,235
shares
|
$8.65 Million
0.89% of portfolio
|
Q3 2025
Added 125.43%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
150,305
shares
|
$8.6 Million
1.16% of portfolio
|
Q2 2025
Added 44.59%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
142,853
shares
|
$8.17 Million
0.41% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
142,013
shares
|
$8.13 Million
1.13% of portfolio
|
Q3 2025
Added 1.84%
|