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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
49,942
shares
|
$2.83 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
48,736
shares
|
$2.76 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
48,620
shares
|
$2.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
47,565
shares
|
$2.69 Million
1.25% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
47,347
shares
|
$2.68 Million
0.13% of portfolio
|
Q2 2025
Reduced 84.29%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
46,476
shares
|
$2.63 Million
1.06% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
45,348
shares
|
$2.57 Million
2.12% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
44,894
shares
|
$2.54 Million
0.07% of portfolio
|
Q2 2025
Added 918.7%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
44,576
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
44,153
shares
|
$2.5 Million
1.7% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
43,972
shares
|
$2.49 Million
0.18% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
43,900
shares
|
$2.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
43,761
shares
|
$2.48 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
41,280
shares
|
$2.34 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
40,682
shares
|
$2.3 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
39,399
shares
|
$2.23 Million
1.2% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
38,568
shares
|
$2.18 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
38,537
shares
|
$2.18 Million
0.81% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
37,875
shares
|
$2.15 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
37,752
shares
|
$2.14 Million
0.07% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
37,104
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2025
Added 42.82%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
36,723
shares
|
$2.08 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
36,469
shares
|
$2.07 Million
1.19% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
36,232
shares
|
$2.05 Million
1.18% of portfolio
|
Q2 2025
Added 329.03%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
35,891
shares
|
$2.03 Million
0.77% of portfolio
|
Q2 2025
Added 64.92%
|