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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
13,685
shares
|
$775,255
0.0% of portfolio
|
Q2 2025
Reduced 83.76%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
13,528
shares
|
$766,361
0.13% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
13,455
shares
|
$762,225
0.05% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
13,455
shares
|
$762,225
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
13,090
shares
|
$741,548
0.11% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
13,006
shares
|
$736,789
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
12,906
shares
|
$731,124
0.53% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
12,808
shares
|
$725,573
0.03% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
12,626
shares
|
$715,262
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
12,619
shares
|
$714,866
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
12,526
shares
|
$709,597
0.19% of portfolio
|
Q2 2025
Added 52.85%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
12,443
shares
|
$704,895
0.08% of portfolio
|
Q2 2025
Added 25.51%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
12,433
shares
|
$704,329
0.05% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
12,238
shares
|
$693,282
0.26% of portfolio
|
Q2 2025
Added 56.88%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
12,200
shares
|
$691,130
0.36% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
11,700
shares
|
$662,805
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
11,689
shares
|
$662,181
0.06% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
11,650
shares
|
$659,972
0.01% of portfolio
|
Q2 2025
Added 40.72%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,553
shares
|
$654,477
0.28% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
11,435
shares
|
$647,792
0.02% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
11,400
shares
|
$645,810
0.44% of portfolio
|
Q1 2025
Added 35.71%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
11,400
shares
|
$645,810
1.77% of portfolio
|
Q3 2023
Added 302.26%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
11,383
shares
|
$644,846
0.05% of portfolio
|
Q2 2025
Added 67.03%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
11,245
shares
|
$637,029
0.24% of portfolio
|
Q2 2025
Added 143.61%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
11,225
shares
|
$635,896
0.01% of portfolio
|
Q2 2025
Added 7.5%
|