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 |
|---|---|---|---|---|---|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
11,400
shares
|
$590,292
0.44% of portfolio
|
Q1 2025
Added 35.71%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
11,400
shares
|
$590,292
1.77% of portfolio
|
Q3 2023
Added 302.26%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
11,172
shares
|
$578,486
0.21% of portfolio
|
Q4 2023
Reduced 7.56%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
11,110
shares
|
$575,275
0.25% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
11,090
shares
|
$574,240
0.06% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
11,075
shares
|
$573,463
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fortune 45 LLC
|
May 15, 2025 Q1 2025 |
10,977
shares
|
$568,389
0.33% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
10,921
shares
|
$565,489
0.04% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,920
shares
|
$565,437
0.32% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
10,898
shares
|
$564,298
0.03% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
10,853
shares
|
$561,968
0.06% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,828
shares
|
$560,673
0.0% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
10,666
shares
|
$552,285
0.06% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
10,654
shares
|
$551,664
0.43% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
10,636
shares
|
$550,732
0.19% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
10,574
shares
|
$547,521
0.01% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
10,574
shares
|
$547,521
0.0% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
10,529
shares
|
$545,191
0.04% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,467
shares
|
$541,981
0.08% of portfolio
|
Q3 2022
Added 351.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
10,442
shares
|
$540,686
0.01% of portfolio
|
Q1 2025
Reduced 52.19%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
10,368
shares
|
$536,855
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
10,294
shares
|
$533,023
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
10,213
shares
|
$528,829
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
10,111
shares
|
$523,547
0.06% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
9,943
shares
|
$514,848
0.05% of portfolio
|
Q1 2025
Added 1.83%
|