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 434 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
122,414
shares
|
$6.31 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
118,404
shares
|
$6.11 Million
0.11% of portfolio
|
Q1 2024
Added 9.55%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
110,413
shares
|
$5.69 Million
3.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
106,366
shares
|
$5.49 Million
0.43% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
104,325
shares
|
$5.38 Million
1.02% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
102,848
shares
|
$5.3 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
98,779
shares
|
$5.09 Million
0.11% of portfolio
|
Q3 2024
Added 39.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
98,590
shares
|
$5.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
96,423
shares
|
$4.97 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
95,320
shares
|
$4.92 Million
0.06% of portfolio
|
Q3 2024
Reduced 47.44%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
95,205
shares
|
$4.91 Million
2.67% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
91,675
shares
|
$4.73 Million
0.07% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
91,253
shares
|
$4.71 Million
1.1% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
91,193
shares
|
$4.7 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
88,289
shares
|
$4.55 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
88,205
shares
|
$4.55 Million
0.0% of portfolio
|
Q3 2024
Added 342.35%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
87,940
shares
|
$4.54 Million
0.11% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
82,451
shares
|
$4.25 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
82,029
shares
|
$4.23 Million
0.25% of portfolio
|
Q3 2024
Added 286.58%
|
|
|
Client First Capital LLC
|
Oct 15, 2024 Q3 2024 |
81,605
shares
|
$4.21 Million
2.15% of portfolio
|
Q3 2024
Added 27.56%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
80,226
shares
|
$4.14 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
79,320
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
77,880
shares
|
$4.02 Million
1.31% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
75,140
shares
|
$3.87 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
72,108
shares
|
$3.72 Million
0.04% of portfolio
|
Q3 2024
Added 16.05%
|