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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
199,483
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
194,724
shares
|
$11 Million
0.24% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
193,809
shares
|
$11 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
187,075
shares
|
$10.6 Million
0.68% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
186,806
shares
|
$10.6 Million
1.78% of portfolio
|
Q2 2025
Added 60.71%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
185,500
shares
|
$10.5 Million
1.61% of portfolio
|
Q2 2025
Added 53.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
173,819
shares
|
$9.85 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
171,132
shares
|
$9.69 Million
2.13% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
168,765
shares
|
$9.56 Million
3.52% of portfolio
|
Q2 2025
Added 1632.88%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
167,415
shares
|
$9.48 Million
0.82% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
164,725
shares
|
$9.33 Million
1.03% of portfolio
|
Q1 2025
Reduced 38.07%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
157,862
shares
|
$8.94 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
157,264
shares
|
$8.91 Million
0.67% of portfolio
|
Q2 2025
Added 71.88%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
151,238
shares
|
$8.57 Million
1.37% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
150,305
shares
|
$8.51 Million
1.16% of portfolio
|
Q2 2025
Added 44.59%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
147,063
shares
|
$8.33 Million
1.85% of portfolio
|
Q2 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
143,441
shares
|
$8.13 Million
3.4% of portfolio
|
Q2 2025
Added 33.76%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
142,853
shares
|
$8.09 Million
0.41% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
140,585
shares
|
$7.96 Million
0.14% of portfolio
|
Q2 2025
Added 77.98%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
139,449
shares
|
$7.9 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
136,937
shares
|
$7.76 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
136,616
shares
|
$7.74 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
135,862
shares
|
$7.7 Million
4.49% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
133,583
shares
|
$7.57 Million
0.3% of portfolio
|
Q1 2025
Added 1902.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
133,028
shares
|
$7.54 Million
0.0% of portfolio
|
Q2 2025
Added 131.26%
|