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 |
|---|---|---|---|---|---|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
47,320
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
47,023
shares
|
$2.42 Million
0.67% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
46,585
shares
|
$2.4 Million
0.34% of portfolio
|
Q3 2024
Added 197.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
46,371
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Added 359.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
46,166
shares
|
$2.38 Million
0.1% of portfolio
|
Q3 2024
Added 17.55%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
44,418
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
42,825
shares
|
$2.21 Million
0.6% of portfolio
|
Q3 2024
Added 51.83%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
42,567
shares
|
$2.2 Million
0.88% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
42,396
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Added 84.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
42,160
shares
|
$2.17 Million
0.17% of portfolio
|
Q3 2024
Added 652.45%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,309
shares
|
$2.13 Million
0.06% of portfolio
|
Q3 2024
Added 257.53%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
41,097
shares
|
$2.12 Million
0.19% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
40,887
shares
|
$2.11 Million
0.73% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
40,682
shares
|
$2.1 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
39,048
shares
|
$2.01 Million
0.16% of portfolio
|
Q3 2024
Added 131.52%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
38,936
shares
|
$2.01 Million
0.9% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
37,961
shares
|
$1.96 Million
1.59% of portfolio
|
Q3 2024
New holding
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
37,918
shares
|
$1.96 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
35,642
shares
|
$1.84 Million
0.72% of portfolio
|
Q3 2024
Reduced 89.12%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
35,220
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
35,117
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 99.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
35,079
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
35,000
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
34,985
shares
|
$1.8 Million
1.3% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,379
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.6%
|