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 559 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 $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
28,077,062
shares
|
$1.45 Billion
17.43% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
10,622,082
shares
|
$550 Million
0.2% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,141,837
shares
|
$370 Million
0.02% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,239,030
shares
|
$219 Million
0.02% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
3,363,435
shares
|
$174 Million
0.03% of portfolio
|
Q1 2025
Added 212.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,269,317
shares
|
$169 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,428,269
shares
|
$126 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,290,900
shares
|
$119 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,279,275
shares
|
$118 Million
0.04% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,915,050
shares
|
$99.2 Million
0.21% of portfolio
|
Q1 2025
Added 79.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,867,009
shares
|
$96.7 Million
0.01% of portfolio
|
Q1 2025
Added 140.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,720,414
shares
|
$89.1 Million
0.07% of portfolio
|
Q1 2025
Added 225.92%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,712,968
shares
|
$88.7 Million
3.91% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,631,353
shares
|
$84.5 Million
0.03% of portfolio
|
Q1 2025
Added 41.73%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,510,848
shares
|
$78.2 Million
1.8% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,472,167
shares
|
$76.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.51%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
1,449,886
shares
|
$75.1 Million
5.14% of portfolio
|
Q1 2025
Added 32.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,340,500
shares
|
$69.4 Million
0.09% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
1,267,671
shares
|
$65.6 Million
6.36% of portfolio
|
Q1 2025
Added 1122.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,249,079
shares
|
$64.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,236,013
shares
|
$64 Million
8.04% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,234,143
shares
|
$63.9 Million
0.24% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,127,628
shares
|
$58.4 Million
0.33% of portfolio
|
Q1 2025
Added 37.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,074,003
shares
|
$55.6 Million
0.12% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,044,004
shares
|
$54.1 Million
2.28% of portfolio
|
Q1 2025
Added 17727.94%
|