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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
322,492
shares
|
$18.3 Million
0.09% of portfolio
|
Q2 2025
Added 48.91%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
318,090
shares
|
$18 Million
5.04% of portfolio
|
Q1 2025
Added 792.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
310,342
shares
|
$17.6 Million
0.77% of portfolio
|
Q4 2023
Added 14.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
299,364
shares
|
$17 Million
0.04% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
299,338
shares
|
$17 Million
1.03% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
286,865
shares
|
$16.3 Million
0.58% of portfolio
|
Q2 2025
Reduced 69.11%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
284,173
shares
|
$16.1 Million
1.27% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jul 25, 2025 Q2 2025 |
283,766
shares
|
$16.1 Million
2.68% of portfolio
|
Q3 2024
Reduced 52.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
283,259
shares
|
$16 Million
0.1% of portfolio
|
Q2 2025
Added 1062.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
262,464
shares
|
$14.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
255,605
shares
|
$14.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
253,078
shares
|
$14.3 Million
1.23% of portfolio
|
Q2 2025
Added 50.51%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
246,814
shares
|
$14 Million
0.67% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
245,428
shares
|
$13.9 Million
3.4% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
234,611
shares
|
$13.3 Million
9.44% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
230,328
shares
|
$13 Million
9.9% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
222,264
shares
|
$12.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
218,162
shares
|
$12.4 Million
0.06% of portfolio
|
Q2 2025
Added 31.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
211,233
shares
|
$12 Million
0.07% of portfolio
|
Q4 2024
Added 105.38%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
210,218
shares
|
$11.9 Million
0.79% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
209,126
shares
|
$11.8 Million
0.25% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
207,801
shares
|
$11.8 Million
2.65% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
201,811
shares
|
$11.4 Million
0.75% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
201,204
shares
|
$11.4 Million
7.49% of portfolio
|
Q2 2025
Added 4570.47%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
200,122
shares
|
$11.3 Million
2.3% of portfolio
|
Q2 2025
Reduced 15.85%
|