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 |
|---|---|---|---|---|---|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
65,424
shares
|
$3.71 Million
1.72% of portfolio
|
Q2 2025
Added 51.21%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
65,279
shares
|
$3.7 Million
2.62% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
65,271
shares
|
$3.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
64,049
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2025
Added 597.63%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
62,567
shares
|
$3.54 Million
1.53% of portfolio
|
Q2 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
62,275
shares
|
$3.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
61,655
shares
|
$3.49 Million
2.71% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
61,636
shares
|
$3.49 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
60,952
shares
|
$3.45 Million
0.28% of portfolio
|
Q2 2025
Added 42.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
59,529
shares
|
$3.37 Million
1.17% of portfolio
|
Q2 2025
Added 90.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
58,581
shares
|
$3.32 Million
0.13% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
58,094
shares
|
$3.29 Million
0.87% of portfolio
|
Q2 2025
Added 118.98%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
56,728
shares
|
$3.21 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
55,771
shares
|
$3.16 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
55,290
shares
|
$3.13 Million
0.1% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
54,910
shares
|
$3.11 Million
0.33% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
54,744
shares
|
$3.1 Million
3.06% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
54,296
shares
|
$3.08 Million
0.25% of portfolio
|
Q2 2025
Added 43.63%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
53,676
shares
|
$3.04 Million
0.09% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
53,194
shares
|
$3.01 Million
0.0% of portfolio
|
Q2 2025
Added 33.53%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
53,014
shares
|
$3 Million
1.07% of portfolio
|
Q2 2025
Added 89.68%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
51,942
shares
|
$2.94 Million
0.9% of portfolio
|
Q2 2025
Added 68.91%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
51,454
shares
|
$2.91 Million
0.06% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
50,853
shares
|
$2.88 Million
1.2% of portfolio
|
Q2 2025
Added 55.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
50,750
shares
|
$2.87 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.72%
|