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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,009,108
shares
|
$52.3 Million
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
936,481
shares
|
$48.5 Million
0.68% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
928,681
shares
|
$48.1 Million
1.54% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
816,880
shares
|
$42.3 Million
0.02% of portfolio
|
Q3 2024
Added 69.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
764,403
shares
|
$39.6 Million
0.12% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
585,264
shares
|
$30.3 Million
9.2% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
545,834
shares
|
$28.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
540,943
shares
|
$28 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
532,591
shares
|
$27.6 Million
0.31% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
532,495
shares
|
$27.6 Million
0.05% of portfolio
|
Q1 2025
Added 46.85%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
532,214
shares
|
$27.6 Million
8.76% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
529,140
shares
|
$27.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
466,305
shares
|
$24.1 Million
7.75% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
419,997
shares
|
$21.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 55.86%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
403,670
shares
|
$20.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
394,193
shares
|
$20.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
376,472
shares
|
$19.5 Million
5.84% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
348,638
shares
|
$18.1 Million
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
339,471
shares
|
$17.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.22%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
331,086
shares
|
$17.1 Million
1.41% of portfolio
|
Q1 2025
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
318,090
shares
|
$16.5 Million
5.04% of portfolio
|
Q1 2025
Added 792.46%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
315,657
shares
|
$16.3 Million
0.01% of portfolio
|
Q1 2025
Added 2575.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
310,342
shares
|
$16.1 Million
0.77% of portfolio
|
Q4 2023
Added 14.09%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
301,329
shares
|
$15.6 Million
0.55% of portfolio
|
Q1 2025
Added 606.42%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
295,580
shares
|
$15.3 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.77%
|