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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
636
shares
|
$36,029
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
624
shares
|
$35,349
0.02% of portfolio
|
Q2 2025
Reduced 93.45%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
603
shares
|
$34,159
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
600
shares
|
$33,990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
600
shares
|
$33,990
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
595
shares
|
$33,706
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
550
shares
|
$31,157
0.02% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
536
shares
|
$30,364
0.0% of portfolio
|
Q2 2025
Reduced 60.15%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
520
shares
|
$29,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
517
shares
|
$29,288
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
510
shares
|
$28,891
0.0% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
508
shares
|
$28,778
0.0% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
504
shares
|
$28,551
0.01% of portfolio
|
Q2 2025
Added 70.27%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
421
shares
|
$23,849
0.0% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
407
shares
|
$23,056
0.0% of portfolio
|
Q2 2025
Reduced 99.56%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
381
shares
|
$21,583
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
360
shares
|
$20,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
350
shares
|
$19,827
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
338
shares
|
$19,147
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
259
shares
|
$14,672
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
239
shares
|
$13,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
230
shares
|
$13,029
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
227
shares
|
$12,859
0.0% of portfolio
|
Q2 2025
Reduced 32.04%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
200
shares
|
$11,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
200
shares
|
$11,330
0.01% of portfolio
|
Q2 2025
New holding
|