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 |
|---|---|---|---|---|---|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
9,739
shares
|
$504,285
0.2% of portfolio
|
Q1 2025
Reduced 86.29%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
9,652
shares
|
$499,780
0.14% of portfolio
|
Q2 2025
Added 96.62%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,641
shares
|
$499,210
0.02% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,636
shares
|
$498,952
0.38% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
9,524
shares
|
$493,152
0.38% of portfolio
|
Q1 2025
Added 25.43%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
9,482
shares
|
$490,977
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
9,472
shares
|
$490,460
0.08% of portfolio
|
Q1 2025
Added 34.74%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
9,450
shares
|
$489,321
0.11% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
9,354
shares
|
$484,350
0.11% of portfolio
|
Q1 2025
Added 30.22%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
9,311
shares
|
$482,123
0.01% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
9,242
shares
|
$478,550
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
9,230
shares
|
$477,929
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
9,181
shares
|
$475,392
0.01% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
9,100
shares
|
$471,198
0.24% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
9,064
shares
|
$469,333
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
9,048
shares
|
$468,505
0.12% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,017
shares
|
$466,900
0.02% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
8,977
shares
|
$464,829
0.0% of portfolio
|
Q1 2025
Reduced 62.34%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
8,971
shares
|
$464,518
0.06% of portfolio
|
Q4 2024
Added 46.58%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,827
shares
|
$457,062
0.18% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
8,700
shares
|
$450,486
0.26% of portfolio
|
Q1 2025
Added 258.62%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
8,694
shares
|
$450,175
0.18% of portfolio
|
Q1 2025
Added 106.61%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
8,590
shares
|
$444,790
0.24% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
8,565
shares
|
$443,495
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
8,565
shares
|
$443,495
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|