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 501 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
21,783
shares
|
$998,750
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
21,647
shares
|
$992,514
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
20,122
shares
|
$922,593
0.08% of portfolio
|
Q4 2024
Added 81.52%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
20,091
shares
|
$921,172
0.26% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
19,889
shares
|
$911,910
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
19,888
shares
|
$911,864
0.33% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
19,756
shares
|
$905,812
0.1% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
18,930
shares
|
$867,940
0.8% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
18,123
shares
|
$830,939
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
17,660
shares
|
$809,711
0.26% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
17,574
shares
|
$805,767
0.18% of portfolio
|
Q4 2024
Added 100.91%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
17,501
shares
|
$802,420
0.14% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
17,058
shares
|
$782,109
0.34% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
16,995
shares
|
$779,220
0.0% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
16,810
shares
|
$770,738
0.01% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
16,806
shares
|
$770,555
0.22% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
16,501
shares
|
$756,570
0.3% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
15,909
shares
|
$729,427
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
15,786
shares
|
$723,788
0.02% of portfolio
|
Q4 2024
Added 50.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,768
shares
|
$722,962
0.03% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
15,699
shares
|
$719,799
0.2% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
15,634
shares
|
$716,818
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
15,398
shares
|
$705,998
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
15,382
shares
|
$705,264
0.05% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
15,070
shares
|
$690,959
0.01% of portfolio
|
Q3 2024
New holding
|