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 |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,182
shares
|
$320,103
0.06% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,150
shares
|
$318,447
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
6,111
shares
|
$316,427
0.09% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
6,104
shares
|
$316,065
0.04% of portfolio
|
Q2 2025
Reduced 84.83%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
6,046
shares
|
$313,061
0.08% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
5,954
shares
|
$308,298
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
5,942
shares
|
$307,676
0.0% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
5,839
shares
|
$302,343
0.05% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
5,788
shares
|
$299,702
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
5,712
shares
|
$295,767
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
5,603
shares
|
$290,123
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,542
shares
|
$286,964
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
5,542
shares
|
$286,964
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
5,511
shares
|
$285,359
0.04% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,438
shares
|
$281,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
5,372
shares
|
$278,162
0.15% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
5,230
shares
|
$270,809
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
5,180
shares
|
$268,220
0.01% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
5,167
shares
|
$267,547
0.0% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,100
shares
|
$264,078
0.01% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
5,062
shares
|
$262,110
0.21% of portfolio
|
Q1 2025
Reduced 77.05%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
5,000
shares
|
$258,900
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
5,000
shares
|
$258,900
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
4,982
shares
|
$257,967
0.01% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
4,960
shares
|
$256,828
0.03% of portfolio
|
Q1 2025
Added 413.46%
|