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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
4,620
shares
|
$261,723
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
4,619
shares
|
$261,666
0.11% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
4,586
shares
|
$259,796
0.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
4,503
shares
|
$255,094
0.0% of portfolio
|
Q2 2025
Reduced 30.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,397
shares
|
$249,090
0.01% of portfolio
|
Q2 2025
Added 43870.0%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,362
shares
|
$247,107
0.03% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
4,278
shares
|
$242,348
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,258
shares
|
$241,215
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
4,170
shares
|
$236,230
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,130
shares
|
$233,964
0.02% of portfolio
|
Q1 2025
Added 96.0%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
4,128
shares
|
$233,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
4,120
shares
|
$233,398
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
4,042
shares
|
$228,979
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
4,036
shares
|
$228,639
0.03% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
4,033
shares
|
$228,469
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
4,000
shares
|
$226,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$226,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
3,996
shares
|
$226,373
0.01% of portfolio
|
Q2 2025
Reduced 84.34%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,950
shares
|
$223,767
0.12% of portfolio
|
Q2 2025
Reduced 18.22%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,943
shares
|
$223,370
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,930
shares
|
$222,634
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
3,843
shares
|
$217,705
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
3,780
shares
|
$214,137
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,748
shares
|
$212,324
0.0% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,300
shares
|
$186,945
0.01% of portfolio
|
Q3 2023
Added 900.0%
|