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 590 institutions that hold shares in the stock, with a total of 99.4 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
50,853
shares
|
$2.91 Million
1.2% of portfolio
|
Q2 2025
Added 55.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
50,750
shares
|
$2.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
49,929
shares
|
$2.86 Million
0.49% of portfolio
|
Q3 2025
Added 114.62%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
48,736
shares
|
$2.79 Million
2.18% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
48,725
shares
|
$2.79 Million
1.09% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
48,620
shares
|
$2.78 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
48,545
shares
|
$2.78 Million
1.29% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
48,523
shares
|
$2.78 Million
2.23% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
47,347
shares
|
$2.71 Million
0.13% of portfolio
|
Q2 2025
Reduced 84.29%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
45,713
shares
|
$2.62 Million
1.65% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
44,894
shares
|
$2.57 Million
0.07% of portfolio
|
Q2 2025
Added 918.7%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
44,576
shares
|
$2.55 Million
0.01% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
43,900
shares
|
$2.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
41,607
shares
|
$2.38 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
41,280
shares
|
$2.36 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
40,682
shares
|
$2.33 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
39,560
shares
|
$2.26 Million
1.65% of portfolio
|
Q3 2025
Added 108.05%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
39,399
shares
|
$2.25 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
38,695
shares
|
$2.21 Million
0.32% of portfolio
|
Q3 2025
Added 125.17%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
38,617
shares
|
$2.21 Million
1.37% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
38,568
shares
|
$2.21 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
37,875
shares
|
$2.17 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
37,752
shares
|
$2.16 Million
0.07% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
37,483
shares
|
$2.14 Million
1.29% of portfolio
|
Q3 2025
Added 91.38%
|