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 587 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
5,704
shares
|
$323,131
0.01% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
5,597
shares
|
$317,070
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,542
shares
|
$313,954
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
5,522
shares
|
$312,821
0.01% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
5,511
shares
|
$312,198
0.04% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,474
shares
|
$310,102
0.03% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
5,372
shares
|
$304,323
0.19% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,297
shares
|
$300,075
0.01% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
5,230
shares
|
$296,279
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
5,186
shares
|
$293,786
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
5,085
shares
|
$288,065
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
5,022
shares
|
$284,496
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$283,250
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
5,000
shares
|
$283,250
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,000
shares
|
$283,250
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
4,999
shares
|
$283,193
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
4,992
shares
|
$282,796
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
4,960
shares
|
$280,984
0.03% of portfolio
|
Q1 2025
Added 413.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,900
shares
|
$277,585
0.01% of portfolio
|
Q2 2025
Reduced 88.51%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,860
shares
|
$275,319
0.01% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
4,831
shares
|
$273,676
0.01% of portfolio
|
Q2 2025
Added 24.35%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
4,819
shares
|
$272,996
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,785
shares
|
$271,070
0.01% of portfolio
|
Q2 2025
Reduced 82.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,703
shares
|
$266,424
0.05% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,668
shares
|
$264,442
0.13% of portfolio
|
Q1 2025
Added 0.11%
|