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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
58,581
shares
|
$3.03 Million
0.13% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
57,975
shares
|
$3 Million
0.2% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
57,522
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
56,416
shares
|
$2.92 Million
0.1% of portfolio
|
Q1 2025
Added 95.58%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
54,910
shares
|
$2.84 Million
0.33% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
54,744
shares
|
$2.83 Million
3.06% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
54,359
shares
|
$2.81 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
51,942
shares
|
$2.69 Million
0.9% of portfolio
|
Q2 2025
Added 68.91%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
51,276
shares
|
$2.66 Million
0.09% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
50,768
shares
|
$2.63 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
49,868
shares
|
$2.58 Million
0.13% of portfolio
|
Q1 2025
Reduced 69.21%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
49,280
shares
|
$2.55 Million
0.44% of portfolio
|
Q1 2025
Reduced 66.12%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
48,736
shares
|
$2.52 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
48,720
shares
|
$2.52 Million
0.49% of portfolio
|
Q1 2025
Added 240.65%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
47,910
shares
|
$2.48 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
47,565
shares
|
$2.46 Million
1.25% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
46,247
shares
|
$2.39 Million
0.99% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
45,348
shares
|
$2.35 Million
2.12% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
43,991
shares
|
$2.28 Million
1.83% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
43,972
shares
|
$2.28 Million
0.18% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
43,926
shares
|
$2.27 Million
0.16% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
43,900
shares
|
$2.27 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
43,889
shares
|
$2.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 48.26%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
43,761
shares
|
$2.27 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
43,266
shares
|
$2.24 Million
1.25% of portfolio
|
Q1 2025
New holding
|