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 564 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
43,761
shares
|
$2.34 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
42,647
shares
|
$2.28 Million
0.06% of portfolio
|
Q1 2025
Added 8213.26%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
41,964
shares
|
$2.24 Million
1.39% of portfolio
|
Q1 2025
Reduced 34.77%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
41,280
shares
|
$2.21 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
41,241
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
41,039
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2025
Added 69.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
40,748
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Added 67.34%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
40,692
shares
|
$2.17 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
40,682
shares
|
$2.17 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
40,041
shares
|
$2.14 Million
0.06% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
38,537
shares
|
$2.06 Million
0.81% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
38,063
shares
|
$2.03 Million
0.05% of portfolio
|
Q1 2025
Added 47.53%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
37,875
shares
|
$2.02 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
37,804
shares
|
$2.02 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
36,723
shares
|
$1.96 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
36,660
shares
|
$1.96 Million
2.62% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
36,469
shares
|
$1.95 Million
1.19% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
36,232
shares
|
$1.94 Million
1.18% of portfolio
|
Q2 2025
Added 329.03%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
35,957
shares
|
$1.92 Million
0.31% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
35,220
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
35,087
shares
|
$1.87 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
35,049
shares
|
$1.87 Million
1.49% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,379
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
34,371
shares
|
$1.84 Million
0.06% of portfolio
|
Q1 2025
Added 36.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
34,135
shares
|
$1.82 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.16%
|