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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
88,289
shares
|
$5.05 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
86,963
shares
|
$4.98 Million
0.39% of portfolio
|
Q2 2025
Reduced 54.38%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
86,187
shares
|
$4.93 Million
1.35% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
85,867
shares
|
$4.91 Million
0.21% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
85,308
shares
|
$4.88 Million
0.17% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
84,042
shares
|
$4.81 Million
0.91% of portfolio
|
Q2 2025
Added 54.61%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
83,883
shares
|
$4.8 Million
0.61% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
83,856
shares
|
$4.8 Million
0.91% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
83,827
shares
|
$4.8 Million
1.58% of portfolio
|
Q2 2025
Added 142.08%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
82,407
shares
|
$4.72 Million
1.01% of portfolio
|
Q3 2025
Reduced 66.42%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
81,722
shares
|
$4.68 Million
2.35% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Aug 13, 2025 Q2 2025 |
80,835
shares
|
$4.63 Million
3.37% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
80,485
shares
|
$4.61 Million
4.0% of portfolio
|
Q2 2025
Added 69.55%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
79,866
shares
|
$4.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
77,821
shares
|
$4.45 Million
0.77% of portfolio
|
Q2 2025
Added 59.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
76,696
shares
|
$4.39 Million
0.1% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
76,676
shares
|
$4.39 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
75,299
shares
|
$4.31 Million
0.03% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
75,189
shares
|
$4.3 Million
0.74% of portfolio
|
Q2 2025
Added 52.58%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
74,736
shares
|
$4.28 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
73,058
shares
|
$4.18 Million
1.12% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
72,229
shares
|
$4.13 Million
1.64% of portfolio
|
Q3 2025
Added 101.25%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
71,382
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
68,936
shares
|
$3.94 Million
0.11% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
68,590
shares
|
$3.92 Million
1.73% of portfolio
|
Q3 2025
Added 9.63%
|