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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,948
shares
|
$256,207
0.0% of portfolio
|
Q1 2025
Added 82.58%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
4,894
shares
|
$253,411
0.01% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,875
shares
|
$252,427
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
4,837
shares
|
$250,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
4,830
shares
|
$250,097
0.14% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
4,818
shares
|
$249,476
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
4,797
shares
|
$248,388
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,785
shares
|
$247,767
0.01% of portfolio
|
Q2 2025
Reduced 82.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,703
shares
|
$243,521
0.05% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,668
shares
|
$241,709
0.09% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
4,616
shares
|
$239,016
0.09% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
4,592
shares
|
$237,773
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
4,583
shares
|
$237,307
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
4,582
shares
|
$237,255
0.11% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
4,566
shares
|
$236,427
0.11% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
4,425
shares
|
$229,126
0.03% of portfolio
|
Q1 2025
Reduced 90.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,407
shares
|
$228,194
0.01% of portfolio
|
Q1 2025
Reduced 72.05%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
4,308
shares
|
$223,068
0.23% of portfolio
|
Q1 2025
Reduced 98.24%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,258
shares
|
$220,479
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
4,256
shares
|
$220,375
0.09% of portfolio
|
Q1 2025
Added 57.57%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
4,170
shares
|
$215,922
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,000
shares
|
$207,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,930
shares
|
$203,495
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,885
shares
|
$201,165
0.01% of portfolio
|
Q1 2025
Reduced 16.36%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
3,300
shares
|
$170,874
0.01% of portfolio
|
Q3 2023
Added 900.0%
|