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 434 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
13,460
shares
|
$694,132
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
13,315
shares
|
$686,654
0.07% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
13,206
shares
|
$681,033
0.05% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
12,817
shares
|
$660,972
0.04% of portfolio
|
Q3 2024
Reduced 56.13%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
12,511
shares
|
$645,192
0.03% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
12,219
shares
|
$630,133
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
12,118
shares
|
$624,925
0.0% of portfolio
|
Q3 2024
Reduced 83.88%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
12,009
shares
|
$619,304
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,952
shares
|
$616,364
0.02% of portfolio
|
Q2 2024
Reduced 8.58%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,933
shares
|
$615,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
11,920
shares
|
$614,714
0.26% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
11,793
shares
|
$608,165
0.02% of portfolio
|
Q3 2024
Added 105.13%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
11,713
shares
|
$604,039
0.45% of portfolio
|
Q3 2023
Added 882.63%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
11,415
shares
|
$588,671
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
11,400
shares
|
$587,898
1.77% of portfolio
|
Q3 2023
Added 302.26%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,337
shares
|
$584,649
0.06% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
11,172
shares
|
$576,140
0.22% of portfolio
|
Q4 2023
Reduced 7.56%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
11,090
shares
|
$571,911
0.07% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
11,085
shares
|
$571,653
0.08% of portfolio
|
Q3 2024
Reduced 82.4%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
10,920
shares
|
$563,144
0.28% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,510
shares
|
$542,000
0.01% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
10,476
shares
|
$540,247
0.39% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,467
shares
|
$539,783
0.08% of portfolio
|
Q3 2022
Added 351.16%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
10,415
shares
|
$537,101
0.35% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
10,190
shares
|
$525,498
0.33% of portfolio
|
Q3 2024
Reduced 1.74%
|