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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
7,555
shares
|
$391,197
0.02% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
7,552
shares
|
$391,042
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
7,331
shares
|
$379,599
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
7,236
shares
|
$374,680
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
7,189
shares
|
$372,246
0.28% of portfolio
|
Q2 2025
Reduced 44.3%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,186
shares
|
$372,091
0.01% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
7,087
shares
|
$366,964
0.07% of portfolio
|
Q2 2025
Added 54.74%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
7,010
shares
|
$362,977
0.03% of portfolio
|
Q1 2025
Reduced 36.57%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
6,995
shares
|
$362,201
0.0% of portfolio
|
Q1 2025
Added 137.28%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
6,973
shares
|
$361,061
0.04% of portfolio
|
Q2 2025
Reduced 42.72%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
6,899
shares
|
$357,230
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
6,863
shares
|
$355,366
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
6,859
shares
|
$355,159
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,835
shares
|
$353,916
0.09% of portfolio
|
Q4 2024
Reduced 24.21%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,815
shares
|
$352,880
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
6,743
shares
|
$349,152
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,624
shares
|
$342,990
0.18% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
6,575
shares
|
$340,453
0.24% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
6,457
shares
|
$334,343
0.0% of portfolio
|
Q1 2025
Reduced 23.59%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
6,453
shares
|
$334,136
0.1% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
6,381
shares
|
$330,408
0.04% of portfolio
|
Q1 2025
Reduced 68.29%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
6,380
shares
|
$330,356
0.0% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
6,320
shares
|
$327,249
0.08% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
6,261
shares
|
$324,194
0.02% of portfolio
|
Q1 2025
Reduced 85.55%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
6,200
shares
|
$321,036
0.02% of portfolio
|
Q2 2025
Added 30.33%
|