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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
183,058
shares
|
$9.48 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
182,870
shares
|
$9.47 Million
0.0% of portfolio
|
Q1 2025
Added 444.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
176,670
shares
|
$9.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
172,918
shares
|
$8.95 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
168,145
shares
|
$8.71 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
165,679
shares
|
$8.58 Million
0.05% of portfolio
|
Q1 2025
Added 28.49%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
164,725
shares
|
$8.53 Million
1.1% of portfolio
|
Q1 2025
Reduced 38.07%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
162,054
shares
|
$8.39 Million
1.98% of portfolio
|
Q1 2025
Reduced 41.7%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
159,900
shares
|
$8.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 96.78%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
158,770
shares
|
$8.22 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
150,305
shares
|
$7.78 Million
1.16% of portfolio
|
Q2 2025
Added 44.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
148,284
shares
|
$7.68 Million
0.0% of portfolio
|
Q1 2025
Added 107.72%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
144,127
shares
|
$7.46 Million
1.26% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
141,913
shares
|
$7.35 Million
0.05% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
140,302
shares
|
$7.26 Million
0.6% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
140,083
shares
|
$7.25 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
137,336
shares
|
$7.11 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
135,266
shares
|
$7 Million
0.96% of portfolio
|
Q1 2025
Added 53.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
133,583
shares
|
$6.92 Million
0.3% of portfolio
|
Q1 2025
Added 1902.14%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
130,353
shares
|
$6.75 Million
4.48% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
123,060
shares
|
$6.37 Million
0.89% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
121,758
shares
|
$6.3 Million
0.61% of portfolio
|
Q1 2025
Added 417.81%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
120,442
shares
|
$6.24 Million
1.28% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
119,509
shares
|
$6.19 Million
0.06% of portfolio
|
Q2 2025
Added 35.69%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
118,781
shares
|
$6.15 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.62%
|