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 587 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
26,945
shares
|
$1.53 Million
1.26% of portfolio
|
Q2 2025
Reduced 23.13%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
26,876
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
26,740
shares
|
$1.51 Million
0.65% of portfolio
|
Q2 2025
Added 71.04%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
26,276
shares
|
$1.49 Million
0.14% of portfolio
|
Q2 2025
Added 35.98%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
25,980
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
25,968
shares
|
$1.47 Million
0.62% of portfolio
|
Q2 2025
Added 59.95%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
25,640
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 222.27%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
25,423
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
25,256
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2025
Added 33.2%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
25,063
shares
|
$1.42 Million
0.69% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
24,889
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Added 56.5%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
24,764
shares
|
$1.4 Million
0.28% of portfolio
|
Q1 2025
Added 23.26%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
24,079
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
23,752
shares
|
$1.35 Million
0.34% of portfolio
|
Q2 2025
Added 150.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,553
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 39.56%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
23,411
shares
|
$1.33 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
23,335
shares
|
$1.32 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
23,264
shares
|
$1.32 Million
0.22% of portfolio
|
Q2 2025
Added 47.79%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
23,119
shares
|
$1.31 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
22,953
shares
|
$1.3 Million
0.32% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
22,838
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 312.09%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
22,340
shares
|
$1.27 Million
0.84% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
22,335
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
22,266
shares
|
$1.26 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
21,914
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
Added 39.59%
|