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 |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
1,200
shares
|
$62,136
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,167
shares
|
$60,427
0.01% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,146
shares
|
$59,339
0.01% of portfolio
|
Q1 2025
Added 1280.72%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,112
shares
|
$57,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,100
shares
|
$56,958
0.01% of portfolio
|
Q1 2025
Reduced 49.36%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,095
shares
|
$56,699
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$51,780
0.0% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,000
shares
|
$51,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$51,780
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
950
shares
|
$49,191
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
930
shares
|
$48,155
0.01% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
930
shares
|
$48,155
0.01% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
914
shares
|
$47,326
0.01% of portfolio
|
Q2 2022
Reduced 16.68%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
862
shares
|
$44,634
0.05% of portfolio
|
Q4 2022
Added 2.01%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
862
shares
|
$44,634
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
824
shares
|
$42,666
0.02% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
820
shares
|
$42,459
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
750
shares
|
$38,835
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
750
shares
|
$38,835
0.02% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
735
shares
|
$38,058
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
690
shares
|
$35,728
0.01% of portfolio
|
Q1 2025
Reduced 67.11%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
648
shares
|
$33,553
0.0% of portfolio
|
Q1 2025
Added 149.23%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
642
shares
|
$33,242
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
636
shares
|
$32,932
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
610
shares
|
$31,585
0.0% of portfolio
|
Q1 2025
Reduced 13.72%
|