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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,255
shares
|
$184,395
0.07% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,188
shares
|
$180,600
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,093
shares
|
$175,218
0.01% of portfolio
|
Q2 2025
Reduced 39.35%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,900
shares
|
$164,285
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
2,750
shares
|
$155,787
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,691
shares
|
$152,445
0.09% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,645
shares
|
$149,839
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,600
shares
|
$147,290
0.07% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,113
shares
|
$119,701
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,094
shares
|
$118,625
0.01% of portfolio
|
Q2 2025
Added 82.72%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$113,300
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,950
shares
|
$110,467
0.02% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,853
shares
|
$104,972
0.01% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,837
shares
|
$104,066
0.01% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,753
shares
|
$99,307
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,750
shares
|
$99,137
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,580
shares
|
$89,507
0.0% of portfolio
|
Q2 2025
Added 507.69%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,536
shares
|
$87,014
0.0% of portfolio
|
Q2 2025
Added 151.8%
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
1,513
shares
|
$85,711
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,510
shares
|
$85,541
0.01% of portfolio
|
Q3 2022
Added 101.33%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,488
shares
|
$84,295
0.0% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,370
shares
|
$77,610
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,346
shares
|
$76,250
0.03% of portfolio
|
Q2 2025
Added 109.66%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,290
shares
|
$73,078
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,250
shares
|
$70,812
0.01% of portfolio
|
Q2 2025
New holding
|