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 501 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,971
shares
|
$411,320
0.06% of portfolio
|
Q4 2024
Added 46.58%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
8,952
shares
|
$410,449
0.13% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,827
shares
|
$404,717
0.18% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
8,804
shares
|
$403,663
0.16% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
8,751
shares
|
$401,233
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
8,700
shares
|
$398,895
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,609
shares
|
$394,722
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
8,565
shares
|
$392,705
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
8,525
shares
|
$390,871
0.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
8,451
shares
|
$387,478
0.01% of portfolio
|
Q4 2024
Added 16.97%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,445
shares
|
$387,203
0.43% of portfolio
|
Q3 2024
Added 218.72%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
8,436
shares
|
$386,790
0.25% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
8,420
shares
|
$386,057
0.08% of portfolio
|
Q4 2024
Added 37.42%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
8,411
shares
|
$385,644
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
8,400
shares
|
$385,140
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
8,387
shares
|
$384,543
0.01% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,290
shares
|
$380,096
0.13% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
8,180
shares
|
$375,053
0.14% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
8,130
shares
|
$372,760
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,130
shares
|
$372,760
0.14% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
8,020
shares
|
$367,717
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
7,924
shares
|
$363,315
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
7,875
shares
|
$361,068
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
7,825
shares
|
$358,776
0.04% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
7,680
shares
|
$352,128
0.0% of portfolio
|
Q4 2024
New holding
|