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 434 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,672
shares
|
$344,075
0.07% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
6,581
shares
|
$339,382
0.01% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
6,465
shares
|
$333,400
0.02% of portfolio
|
Q3 2024
Reduced 51.13%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
6,320
shares
|
$325,922
0.08% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
6,265
shares
|
$323,086
0.14% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
6,167
shares
|
$318,032
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,150
shares
|
$317,155
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
6,127
shares
|
$315,969
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,120
shares
|
$315,608
0.04% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
6,036
shares
|
$311,276
0.06% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$309,420
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
5,954
shares
|
$307,047
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
5,932
shares
|
$305,913
0.12% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
5,850
shares
|
$301,684
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
5,847
shares
|
$301,529
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,842
shares
|
$301,271
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,768
shares
|
$297,455
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
5,732
shares
|
$295,599
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
5,616
shares
|
$289,617
0.01% of portfolio
|
Q3 2024
Reduced 18.12%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
5,583
shares
|
$287,915
0.01% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
5,576
shares
|
$287,554
0.15% of portfolio
|
Q3 2024
Reduced 35.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
5,557
shares
|
$286,574
0.01% of portfolio
|
Q3 2024
Reduced 89.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,542
shares
|
$285,800
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
5,535
shares
|
$285,439
0.16% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
5,505
shares
|
$283,892
0.19% of portfolio
|
Q3 2024
Added 5.46%
|