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 |
|---|---|---|---|---|---|
|
South State Corp
|
May 12, 2025 Q1 2025 |
600
shares
|
$31,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
600
shares
|
$31,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
595
shares
|
$30,809
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
550
shares
|
$28,479
0.02% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
520
shares
|
$26,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
517
shares
|
$26,770
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
510
shares
|
$26,407
0.0% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
508
shares
|
$26,304
0.0% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
495
shares
|
$25,631
0.0% of portfolio
|
Q1 2025
Reduced 22.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
404
shares
|
$20,919
0.0% of portfolio
|
Q1 2025
Added 99.01%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
403
shares
|
$20,867
0.0% of portfolio
|
Q1 2025
Added 960.53%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
400
shares
|
$20,712
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
381
shares
|
$19,728
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
350
shares
|
$18,123
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
296
shares
|
$15,326
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
274
shares
|
$14,187
0.0% of portfolio
|
Q1 2025
Reduced 98.92%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
264
shares
|
$13,669
0.0% of portfolio
|
Q4 2024
Reduced 18.77%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
260
shares
|
$13,462
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
259
shares
|
$13,411
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
248
shares
|
$12,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
239
shares
|
$12,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
230
shares
|
$11,909
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
227
shares
|
$11,754
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
227
shares
|
$11,754
0.0% of portfolio
|
Q2 2025
Reduced 32.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
210
shares
|
$10,873
0.0% of portfolio
|
Q1 2025
New holding
|