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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
200
shares
|
$11,330
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
190
shares
|
$10,763
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
181
shares
|
$10,253
0.0% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
166
shares
|
$9,403
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
158
shares
|
$8,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
157
shares
|
$8,894
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
150
shares
|
$8,497
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
145
shares
|
$8,214
0.0% of portfolio
|
Q2 2025
Added 45.0%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
142
shares
|
$8,044
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
141
shares
|
$7,987
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
131
shares
|
$7,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
127
shares
|
$7,194
0.0% of portfolio
|
Q2 2025
Reduced 88.58%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
118
shares
|
$6,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
115
shares
|
$6,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
115
shares
|
$6,514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
108
shares
|
$6,118
0.0% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
94
shares
|
$5,325
0.0% of portfolio
|
Q4 2022
Added 4.44%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
74
shares
|
$4,192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
71
shares
|
$4,022
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
70
shares
|
$3,965
0.0% of portfolio
|
Q1 2025
Reduced 19.54%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
69
shares
|
$3,908
0.0% of portfolio
|
Q2 2025
Reduced 44.8%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
67
shares
|
$3,795
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
60
shares
|
$3,399
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
54
shares
|
$3,059
0.0% of portfolio
|
Q3 2022
Reduced 23.94%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
45
shares
|
$2,549
0.0% of portfolio
|
Q3 2024
Reduced 91.82%
|