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 434 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
33,854
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
33,420
shares
|
$1.69 Million
0.39% of portfolio
|
Q3 2024
Reduced 33.83%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
33,415
shares
|
$1.69 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
32,777
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
32,615
shares
|
$1.65 Million
1.33% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
32,277
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
31,756
shares
|
$1.61 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
31,566
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
31,314
shares
|
$1.58 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
31,100
shares
|
$1.57 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
30,792
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,792
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
30,085
shares
|
$1.52 Million
0.36% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
29,752
shares
|
$1.5 Million
0.19% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
29,223
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
28,202
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
28,137
shares
|
$1.42 Million
0.19% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
27,276
shares
|
$1.38 Million
0.89% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
27,218
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
26,550
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
25,867
shares
|
$1.31 Million
0.18% of portfolio
|
Q3 2024
Added 7507.94%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
25,796
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
25,188
shares
|
$1.27 Million
0.44% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
25,046
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 23.49%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
24,799
shares
|
$1.25 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.06%
|