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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
200
shares
|
$10,356
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
200
shares
|
$10,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
190
shares
|
$9,838
0.0% of portfolio
|
Q1 2025
Added 175.36%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
190
shares
|
$9,838
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
160
shares
|
$8,284
0.0% of portfolio
|
Q1 2025
Reduced 82.04%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
158
shares
|
$8,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
157
shares
|
$8,129
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
150
shares
|
$7,767
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
141
shares
|
$7,300
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
125
shares
|
$6,472
0.0% of portfolio
|
Q1 2025
Reduced 17.76%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
118
shares
|
$6,110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
115
shares
|
$5,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
115
shares
|
$5,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
100
shares
|
$5,178
0.0% of portfolio
|
Q1 2025
Added 75.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
97
shares
|
$5,022
0.0% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
94
shares
|
$4,867
0.0% of portfolio
|
Q4 2022
Added 4.44%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
78
shares
|
$4,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
71
shares
|
$3,676
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
71
shares
|
$3,676
0.0% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
70
shares
|
$3,624
0.0% of portfolio
|
Q1 2025
Reduced 19.54%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
67
shares
|
$3,469
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
54
shares
|
$2,796
0.0% of portfolio
|
Q3 2022
Reduced 23.94%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
50
shares
|
$2,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
45
shares
|
$2,330
0.0% of portfolio
|
Q3 2024
Reduced 91.82%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
38
shares
|
$1,967
0.0% of portfolio
|
Q2 2025
New holding
|