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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,525
shares
|
$441,424
0.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
8,445
shares
|
$437,282
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
8,443
shares
|
$437,178
0.1% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
8,443
shares
|
$437,178
0.13% of portfolio
|
Q2 2025
Reduced 73.7%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
8,436
shares
|
$436,816
0.22% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,411
shares
|
$435,521
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,408
shares
|
$435,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
8,355
shares
|
$432,621
0.04% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
8,279
shares
|
$428,686
0.01% of portfolio
|
Q1 2025
Reduced 47.96%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
8,228
shares
|
$426,045
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
8,221
shares
|
$425,683
0.16% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
8,195
shares
|
$424,337
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
8,164
shares
|
$422,731
0.11% of portfolio
|
Q2 2025
Added 57.51%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
8,130
shares
|
$420,971
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,130
shares
|
$420,971
0.14% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
8,095
shares
|
$419,159
0.01% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
8,079
shares
|
$418,330
0.31% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
8,020
shares
|
$415,275
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
7,956
shares
|
$411,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,924
shares
|
$410,304
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
7,888
shares
|
$408,440
0.12% of portfolio
|
Q1 2025
Added 39.07%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
7,875
shares
|
$407,767
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
7,801
shares
|
$403,935
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
7,670
shares
|
$397,152
0.09% of portfolio
|
Q1 2025
Added 144.81%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
7,649
shares
|
$396,065
0.04% of portfolio
|
Q2 2025
Added 66.43%
|