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 586 institutions that hold shares in the stock, with a total of 97.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
10,803,253
shares
|
$590 Million
0.2% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,141,837
shares
|
$390 Million
0.02% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,957,282
shares
|
$216 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,563,783
shares
|
$195 Million
0.04% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,436,306
shares
|
$188 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,867,532
shares
|
$157 Million
0.05% of portfolio
|
Q2 2025
Added 25.81%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
2,682,223
shares
|
$147 Million
9.62% of portfolio
|
Q2 2025
Added 85.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,428,269
shares
|
$133 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,295,131
shares
|
$125 Million
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,867,009
shares
|
$102 Million
0.01% of portfolio
|
Q1 2025
Added 140.43%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,767,771
shares
|
$96.6 Million
0.03% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
1,740,907
shares
|
$95.1 Million
4.12% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,732,530
shares
|
$94.6 Million
0.02% of portfolio
|
Q2 2025
Added 38.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,680,724
shares
|
$91.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,566,664
shares
|
$85.6 Million
0.02% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,510,848
shares
|
$82.5 Million
1.8% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,493,050
shares
|
$81.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 22.04%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
1,360,928
shares
|
$74.3 Million
6.79% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,340,500
shares
|
$73.2 Million
0.09% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,333,341
shares
|
$72.8 Million
8.49% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,326,617
shares
|
$72.5 Million
0.4% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,258,773
shares
|
$68.8 Million
0.25% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,140,369
shares
|
$62.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 66.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,131,606
shares
|
$61.8 Million
0.13% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,084,518
shares
|
$59.2 Million
2.43% of portfolio
|
Q2 2025
Added 3.88%
|