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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,087
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 77.68%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
17,975
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
17,846
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.2%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
17,493
shares
|
$990,978
0.66% of portfolio
|
Q2 2025
Added 49.33%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
17,185
shares
|
$973,530
0.11% of portfolio
|
Q2 2025
Added 86.19%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
16,761
shares
|
$949,510
0.47% of portfolio
|
Q2 2025
Added 50.86%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
16,754
shares
|
$949,114
0.04% of portfolio
|
Q2 2025
Added 53.73%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
16,582
shares
|
$939,370
0.07% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,562
shares
|
$938,237
0.0% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
16,355
shares
|
$926,510
0.07% of portfolio
|
Q2 2025
Added 122.67%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
16,262
shares
|
$921,242
0.38% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
16,151
shares
|
$914,954
0.09% of portfolio
|
Q2 2025
Added 70.33%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
16,120
shares
|
$913,198
0.01% of portfolio
|
Q2 2025
Added 7919.9%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
15,961
shares
|
$904,190
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
15,908
shares
|
$901,188
0.03% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,787
shares
|
$894,333
0.0% of portfolio
|
Q2 2025
Added 226.38%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
15,699
shares
|
$889,348
0.2% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
15,569
shares
|
$881,983
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
15,447
shares
|
$875,072
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
15,277
shares
|
$865,442
0.35% of portfolio
|
Q2 2025
Added 49.58%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
15,103
shares
|
$855,584
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,074
shares
|
$853,942
0.14% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
15,056
shares
|
$852,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
14,777
shares
|
$837,117
0.07% of portfolio
|
Q2 2025
Added 42.53%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
13,896
shares
|
$787,208
0.05% of portfolio
|
Q2 2025
Added 98.23%
|