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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
118,404
shares
|
$6.13 Million
0.11% of portfolio
|
Q1 2024
Added 9.55%
|
|
|
Client First Capital LLC
|
Apr 29, 2025 Q1 2025 |
117,853
shares
|
$6.1 Million
2.85% of portfolio
|
Q1 2025
Added 34.56%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
116,236
shares
|
$6.02 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
115,880
shares
|
$6 Million
0.77% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
107,362
shares
|
$5.56 Million
0.01% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
107,239
shares
|
$5.55 Million
2.58% of portfolio
|
Q1 2025
Added 112.01%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
106,366
shares
|
$5.51 Million
0.37% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
106,088
shares
|
$5.49 Million
3.01% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
104,103
shares
|
$5.39 Million
0.19% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
101,922
shares
|
$5.28 Million
0.06% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
100,047
shares
|
$5.18 Million
0.11% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
98,842
shares
|
$5.12 Million
1.18% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
96,922
shares
|
$5.02 Million
1.29% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
95,905
shares
|
$4.97 Million
0.84% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
93,437
shares
|
$4.84 Million
0.18% of portfolio
|
Q1 2025
Reduced 38.35%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
91,580
shares
|
$4.74 Million
4.1% of portfolio
|
Q1 2025
Added 25.38%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
91,499
shares
|
$4.74 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
90,682
shares
|
$4.7 Million
0.94% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
88,304
shares
|
$4.57 Million
0.52% of portfolio
|
Q1 2025
Added 507.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
88,289
shares
|
$4.57 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
87,082
shares
|
$4.51 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
86,645
shares
|
$4.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
86,187
shares
|
$4.46 Million
1.35% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
85,781
shares
|
$4.44 Million
0.02% of portfolio
|
Q1 2025
Added 75.21%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
84,287
shares
|
$4.36 Million
0.01% of portfolio
|
Q1 2025
Added 879.06%
|