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 594 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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
137,398
shares
|
$7.86 Million
0.05% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
136,616
shares
|
$7.82 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
135,862
shares
|
$7.77 Million
4.49% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
133,028
shares
|
$7.61 Million
0.0% of portfolio
|
Q2 2025
Added 131.26%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
126,429
shares
|
$7.23 Million
0.06% of portfolio
|
Q2 2025
Added 71.35%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
125,795
shares
|
$7.2 Million
0.51% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
123,060
shares
|
$7.04 Million
0.89% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
122,335
shares
|
$7 Million
0.17% of portfolio
|
Q2 2025
Added 221.4%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
120,442
shares
|
$6.89 Million
1.28% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Client First Capital LLC
|
Aug 08, 2025 Q2 2025 |
118,806
shares
|
$6.8 Million
2.99% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
118,404
shares
|
$6.78 Million
0.11% of portfolio
|
Q1 2024
Added 9.55%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
117,638
shares
|
$6.73 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
107,683
shares
|
$6.16 Million
0.36% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
103,493
shares
|
$5.92 Million
1.51% of portfolio
|
Q3 2025
Added 78.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
102,357
shares
|
$5.86 Million
0.15% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
101,435
shares
|
$5.8 Million
0.1% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
101,042
shares
|
$5.78 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
100,955
shares
|
$5.78 Million
1.23% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
100,600
shares
|
$5.76 Million
2.2% of portfolio
|
Q2 2025
Added 721.22%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
98,648
shares
|
$5.64 Million
1.08% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
96,922
shares
|
$5.55 Million
1.29% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
96,021
shares
|
$5.49 Million
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
91,481
shares
|
$5.23 Million
3.75% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
90,602
shares
|
$5.18 Million
0.02% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
89,186
shares
|
$5.1 Million
0.11% of portfolio
|
Q2 2025
Added 2.42%
|