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 |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
68,298
shares
|
$3.91 Million
1.9% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
67,962
shares
|
$3.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 57.5%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
66,871
shares
|
$3.83 Million
3.74% of portfolio
|
Q3 2025
Added 22.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
66,446
shares
|
$3.8 Million
0.05% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
65,424
shares
|
$3.74 Million
1.72% of portfolio
|
Q2 2025
Added 51.21%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
65,279
shares
|
$3.74 Million
2.62% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
65,271
shares
|
$3.73 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
64,049
shares
|
$3.66 Million
0.0% of portfolio
|
Q2 2025
Added 597.63%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
62,275
shares
|
$3.56 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
61,655
shares
|
$3.53 Million
2.71% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
61,636
shares
|
$3.53 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
59,529
shares
|
$3.41 Million
1.17% of portfolio
|
Q2 2025
Added 90.8%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
59,426
shares
|
$3.4 Million
2.12% of portfolio
|
Q3 2025
Added 64.02%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
59,016
shares
|
$3.38 Million
1.01% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
58,015
shares
|
$3.32 Million
1.45% of portfolio
|
Q3 2025
Added 116.96%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
57,285
shares
|
$3.28 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
56,728
shares
|
$3.25 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
55,771
shares
|
$3.19 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
55,290
shares
|
$3.16 Million
0.1% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
54,296
shares
|
$3.11 Million
0.25% of portfolio
|
Q2 2025
Added 43.63%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
53,676
shares
|
$3.07 Million
0.09% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
53,194
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2025
Added 33.53%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
53,014
shares
|
$3.03 Million
1.07% of portfolio
|
Q2 2025
Added 89.68%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
51,744
shares
|
$2.96 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
51,454
shares
|
$2.94 Million
0.06% of portfolio
|
Q2 2025
Added 28.5%
|