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 502 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
47,634
shares
|
$2.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
45,799
shares
|
$2.1 Million
0.32% of portfolio
|
Q4 2024
Added 62.77%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
45,546
shares
|
$2.09 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
45,423
shares
|
$2.08 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
44,936
shares
|
$2.06 Million
0.27% of portfolio
|
Q4 2024
Added 91.25%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
43,341
shares
|
$1.99 Million
0.69% of portfolio
|
Q4 2024
Reduced 34.81%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
43,341
shares
|
$1.99 Million
0.14% of portfolio
|
Q4 2024
Reduced 34.81%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
43,115
shares
|
$1.98 Million
0.97% of portfolio
|
Q4 2024
Added 588.19%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
42,950
shares
|
$1.97 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
42,645
shares
|
$1.96 Million
2.33% of portfolio
|
Q4 2024
Reduced 77.06%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
42,632
shares
|
$1.95 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
42,567
shares
|
$1.95 Million
1.11% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Mar 27, 2025 Q4 2024 |
42,281
shares
|
$1.94 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
40,682
shares
|
$1.87 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
40,093
shares
|
$1.84 Million
0.15% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
39,310
shares
|
$1.8 Million
0.15% of portfolio
|
Q1 2025
Added 93495.24%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
39,102
shares
|
$1.79 Million
0.34% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
39,068
shares
|
$1.79 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
39,037
shares
|
$1.79 Million
0.81% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
38,747
shares
|
$1.78 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
38,720
shares
|
$1.78 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
38,491
shares
|
$1.76 Million
0.44% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
38,115
shares
|
$1.75 Million
2.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
37,051
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 283.55%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
35,642
shares
|
$1.63 Million
0.77% of portfolio
|
Q3 2024
Reduced 89.12%
|