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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
916,957
shares
|
$51.9 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
913,960
shares
|
$51.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
816,880
shares
|
$46.3 Million
0.02% of portfolio
|
Q3 2024
Added 69.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
791,812
shares
|
$44.9 Million
0.12% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
738,447
shares
|
$41.8 Million
14.78% of portfolio
|
Q2 2025
Reduced 97.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
719,865
shares
|
$40.8 Million
0.38% of portfolio
|
Q2 2025
Added 1645.51%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
699,173
shares
|
$39.6 Million
2.82% of portfolio
|
Q2 2025
Added 100.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
683,314
shares
|
$38.7 Million
0.05% of portfolio
|
Q2 2025
Added 62.69%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
630,288
shares
|
$35.7 Million
0.36% of portfolio
|
Q2 2025
Added 18.34%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
585,264
shares
|
$33.2 Million
9.2% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
581,964
shares
|
$33 Million
0.11% of portfolio
|
Q2 2025
Added 105.64%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
555,497
shares
|
$31.5 Million
1.7% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
532,836
shares
|
$30.2 Million
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
527,918
shares
|
$29.9 Million
2.35% of portfolio
|
Q2 2025
Added 59.45%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
482,525
shares
|
$27.3 Million
0.03% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
479,979
shares
|
$27.2 Million
9.26% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
477,772
shares
|
$27.1 Million
0.35% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
477,174
shares
|
$27 Million
8.58% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
475,445
shares
|
$26.9 Million
0.02% of portfolio
|
Q2 2025
Added 50.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
391,908
shares
|
$22.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
382,892
shares
|
$21.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.85%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
361,470
shares
|
$20.5 Million
5.73% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
345,272
shares
|
$19.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
331,025
shares
|
$18.8 Million
0.45% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
322,811
shares
|
$18.3 Million
0.01% of portfolio
|
Q2 2025
Added 25.38%
|