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 559 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,074
shares
|
$780,531
0.14% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
15,070
shares
|
$780,324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
15,056
shares
|
$779,599
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
14,999
shares
|
$776,648
0.05% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
14,717
shares
|
$762,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,582
shares
|
$755,055
0.02% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
13,971
shares
|
$723,418
0.13% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
13,455
shares
|
$696,699
0.05% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
13,421
shares
|
$694,939
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
13,419
shares
|
$694,835
0.02% of portfolio
|
Q1 2025
Added 79.64%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
13,411
shares
|
$694,421
0.39% of portfolio
|
Q1 2025
Reduced 54.5%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,405
shares
|
$694,110
0.14% of portfolio
|
Q1 2025
Reduced 23.72%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
13,311
shares
|
$689,243
0.01% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
13,300
shares
|
$688,674
0.52% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,200
shares
|
$683,496
0.02% of portfolio
|
Q1 2025
Added 331.23%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
13,115
shares
|
$679,094
0.11% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
12,808
shares
|
$663,198
0.03% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
12,639
shares
|
$654,447
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
12,606
shares
|
$652,738
0.03% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
12,250
shares
|
$634,305
0.27% of portfolio
|
Q1 2025
Added 34.62%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
12,195
shares
|
$631,457
0.05% of portfolio
|
Q1 2025
Added 32.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
12,170
shares
|
$630,162
0.01% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
12,145
shares
|
$628,868
0.02% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
11,714
shares
|
$606,550
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,553
shares
|
$598,214
0.28% of portfolio
|
Q2 2025
Added 0.79%
|