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 |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
21,783
shares
|
$1.23 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
21,245
shares
|
$1.2 Million
0.89% of portfolio
|
Q2 2025
Reduced 39.38%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
21,140
shares
|
$1.2 Million
0.28% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
20,700
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
20,650
shares
|
$1.17 Million
0.28% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
20,629
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Added 23.92%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20,608
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
20,396
shares
|
$1.16 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
20,394
shares
|
$1.16 Million
0.49% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
19,630
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
19,586
shares
|
$1.11 Million
0.64% of portfolio
|
Q2 2025
Added 54.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
19,554
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 48.14%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
19,548
shares
|
$1.11 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
19,180
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 44.09%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
19,133
shares
|
$1.08 Million
0.32% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
19,095
shares
|
$1.08 Million
0.44% of portfolio
|
Q2 2025
Reduced 37.81%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
19,055
shares
|
$1.08 Million
0.19% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
19,015
shares
|
$1.08 Million
0.75% of portfolio
|
Q2 2025
Added 109.79%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
19,015
shares
|
$1.08 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
18,920
shares
|
$1.07 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
18,689
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
18,536
shares
|
$1.05 Million
0.17% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,462
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
18,211
shares
|
$1.03 Million
0.7% of portfolio
|
Q2 2025
New holding
|