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 |
|---|---|---|---|---|---|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
10,171
shares
|
$524,518
0.14% of portfolio
|
Q3 2024
Added 103.34%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
10,119
shares
|
$521,836
0.06% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,950
shares
|
$513,121
0.0% of portfolio
|
Q3 2024
Added 18.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
9,827
shares
|
$506,778
0.01% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
9,807
shares
|
$505,746
0.05% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,660
shares
|
$498,166
0.0% of portfolio
|
Q3 2024
Reduced 73.6%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,636
shares
|
$496,928
0.38% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,574
shares
|
$493,731
0.0% of portfolio
|
Q3 2024
Reduced 67.88%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
9,450
shares
|
$487,336
0.12% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
9,428
shares
|
$486,201
0.1% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
9,284
shares
|
$478,775
0.12% of portfolio
|
Q3 2024
Reduced 57.96%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,210
shares
|
$474,959
0.22% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,050
shares
|
$466,708
0.24% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
9,018
shares
|
$465,058
0.12% of portfolio
|
Q3 2024
Reduced 16.03%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
8,955
shares
|
$461,809
0.16% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,827
shares
|
$455,208
0.18% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
8,778
shares
|
$452,681
0.01% of portfolio
|
Q3 2024
Added 39.2%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,756
shares
|
$451,546
0.0% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
8,747
shares
|
$451,082
0.1% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
8,685
shares
|
$447,885
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
8,597
shares
|
$443,347
0.02% of portfolio
|
Q3 2024
Reduced 17.79%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
8,565
shares
|
$441,697
0.06% of portfolio
|
Q2 2023
Reduced 89.38%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
8,525
shares
|
$439,634
0.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,445
shares
|
$435,508
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
8,436
shares
|
$435,044
0.24% of portfolio
|
Q2 2024
Reduced 0.27%
|