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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
37,104
shares
|
$2.12 Million
0.02% of portfolio
|
Q2 2025
Added 42.82%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
36,742
shares
|
$2.1 Million
0.54% of portfolio
|
Q3 2025
Added 54.69%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
36,312
shares
|
$2.08 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
35,795
shares
|
$2.05 Million
0.49% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
35,220
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
35,105
shares
|
$2.01 Million
1.31% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
35,057
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,379
shares
|
$1.97 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
34,158
shares
|
$1.95 Million
0.22% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
34,135
shares
|
$1.95 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
34,052
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
33,723
shares
|
$1.93 Million
0.2% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
33,711
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
33,660
shares
|
$1.93 Million
2.02% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
33,312
shares
|
$1.91 Million
0.13% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
32,914
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
32,129
shares
|
$1.84 Million
0.14% of portfolio
|
Q3 2025
Added 117.43%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
31,910
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
31,424
shares
|
$1.8 Million
0.16% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
31,296
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
31,100
shares
|
$1.78 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
30,937
shares
|
$1.77 Million
1.08% of portfolio
|
Q2 2025
Added 62.16%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,792
shares
|
$1.76 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
30,381
shares
|
$1.74 Million
0.68% of portfolio
|
Q3 2025
Added 98.87%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
29,829
shares
|
$1.71 Million
1.17% of portfolio
|
Q3 2025
Added 40.4%
|