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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,166
shares
|
$163,935
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,912
shares
|
$150,783
0.0% of portfolio
|
Q1 2025
Reduced 61.16%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,900
shares
|
$150,162
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,750
shares
|
$142,395
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,741
shares
|
$141,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,691
shares
|
$139,339
0.09% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
2,600
shares
|
$134,628
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,600
shares
|
$134,628
0.07% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,374
shares
|
$122,925
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,113
shares
|
$109,411
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,837
shares
|
$95,119
0.01% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,820
shares
|
$94,239
0.02% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,750
shares
|
$90,615
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,636
shares
|
$84,712
0.01% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,510
shares
|
$78,187
0.01% of portfolio
|
Q3 2022
Added 101.33%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,488
shares
|
$77,048
0.0% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,463
shares
|
$75,754
0.01% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,372
shares
|
$71,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,370
shares
|
$70,938
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,369
shares
|
$70,886
0.02% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
1,345
shares
|
$69,644
0.0% of portfolio
|
Q1 2025
Added 572.5%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,290
shares
|
$66,796
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,242
shares
|
$64,310
0.0% of portfolio
|
Q2 2025
Added 943.7%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,238
shares
|
$64,103
0.0% of portfolio
|
Q4 2023
Reduced 1.43%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,220
shares
|
$63,171
0.03% of portfolio
|
Q2 2025
Reduced 47.41%
|