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 |
|---|---|---|---|---|---|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
83,827
shares
|
$4.34 Million
1.58% of portfolio
|
Q2 2025
Added 142.08%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
81,137
shares
|
$4.2 Million
0.58% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
81,028
shares
|
$4.2 Million
0.07% of portfolio
|
Q1 2025
Added 160.27%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
80,538
shares
|
$4.17 Million
0.27% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
80,351
shares
|
$4.16 Million
0.17% of portfolio
|
Q2 2025
Added 37.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
79,631
shares
|
$4.12 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
78,987
shares
|
$4.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 32.23%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
77,920
shares
|
$4.03 Million
0.18% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
May 08, 2025 Q1 2025 |
77,779
shares
|
$4.03 Million
3.24% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
76,975
shares
|
$3.99 Million
0.02% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
73,905
shares
|
$3.83 Million
1.11% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
73,784
shares
|
$3.82 Million
0.03% of portfolio
|
Q1 2025
Added 482.31%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
71,382
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
67,310
shares
|
$3.49 Million
1.96% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
66,551
shares
|
$3.45 Million
0.11% of portfolio
|
Q2 2025
Added 66.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
65,923
shares
|
$3.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 60.3%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
65,917
shares
|
$3.41 Million
2.81% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
64,356
shares
|
$3.33 Million
0.11% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
64,244
shares
|
$3.33 Million
0.05% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
64,079
shares
|
$3.32 Million
2.36% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
61,873
shares
|
$3.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 92.61%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
61,731
shares
|
$3.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 34.96%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
60,952
shares
|
$3.16 Million
0.28% of portfolio
|
Q2 2025
Added 42.0%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
60,480
shares
|
$3.13 Million
0.88% of portfolio
|
Q1 2025
Added 233.72%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
60,216
shares
|
$3.12 Million
0.12% of portfolio
|
Q1 2025
Added 13.95%
|