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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
290,268
shares
|
$15 Million
0.43% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
289,484
shares
|
$15 Million
0.04% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
286,014
shares
|
$14.8 Million
0.16% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
284,173
shares
|
$14.7 Million
1.27% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
283,766
shares
|
$14.7 Million
2.45% of portfolio
|
Q3 2024
Reduced 52.22%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
283,000
shares
|
$14.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
280,592
shares
|
$14.5 Million
0.13% of portfolio
|
Q1 2025
Added 54.59%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
257,456
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2025
Added 1414.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
255,605
shares
|
$13.2 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
237,811
shares
|
$12.3 Million
2.72% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
234,925
shares
|
$12.2 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
234,611
shares
|
$12.1 Million
9.44% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
231,508
shares
|
$12 Million
0.61% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
230,328
shares
|
$11.9 Million
9.9% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
226,110
shares
|
$11.7 Million
0.73% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
225,683
shares
|
$11.7 Million
3.83% of portfolio
|
Q4 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
221,824
shares
|
$11.5 Million
2.83% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
220,403
shares
|
$11.4 Million
0.63% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
217,924
shares
|
$11.3 Million
0.02% of portfolio
|
Q1 2025
Added 41.47%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
216,575
shares
|
$11.2 Million
0.05% of portfolio
|
Q1 2025
Added 28.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
211,233
shares
|
$10.9 Million
0.07% of portfolio
|
Q4 2024
Added 105.38%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
206,869
shares
|
$10.7 Million
2.34% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
201,486
shares
|
$10.4 Million
0.13% of portfolio
|
Q1 2025
Added 117.57%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
190,605
shares
|
$9.87 Million
0.64% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
185,500
shares
|
$9.61 Million
1.61% of portfolio
|
Q2 2025
Added 53.3%
|