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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
126,429
shares
|
$7.16 Million
0.06% of portfolio
|
Q2 2025
Added 71.35%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
125,795
shares
|
$7.13 Million
0.51% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
123,060
shares
|
$6.97 Million
0.89% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
122,335
shares
|
$6.93 Million
0.17% of portfolio
|
Q2 2025
Added 221.4%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
120,442
shares
|
$6.82 Million
1.28% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
119,509
shares
|
$6.77 Million
0.06% of portfolio
|
Q2 2025
Added 35.69%
|
|
|
Client First Capital LLC
|
Aug 08, 2025 Q2 2025 |
118,806
shares
|
$6.73 Million
2.99% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
118,404
shares
|
$6.71 Million
0.11% of portfolio
|
Q1 2024
Added 9.55%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
117,638
shares
|
$6.66 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
107,362
shares
|
$6.08 Million
0.01% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
105,683
shares
|
$5.99 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
101,435
shares
|
$5.75 Million
0.1% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
101,042
shares
|
$5.72 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
100,955
shares
|
$5.72 Million
1.23% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
100,600
shares
|
$5.7 Million
2.2% of portfolio
|
Q2 2025
Added 721.22%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
98,648
shares
|
$5.59 Million
1.08% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
97,386
shares
|
$5.52 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
96,922
shares
|
$5.49 Million
1.29% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
96,021
shares
|
$5.44 Million
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
91,481
shares
|
$5.18 Million
3.75% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
90,282
shares
|
$5.11 Million
0.02% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
89,186
shares
|
$5.05 Million
0.11% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
88,289
shares
|
$5 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
88,173
shares
|
$5 Million
2.12% of portfolio
|
Q2 2025
Added 84.04%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
86,963
shares
|
$4.93 Million
0.39% of portfolio
|
Q2 2025
Reduced 54.38%
|