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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
34,135
shares
|
$1.77 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
33,858
shares
|
$1.75 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
33,260
shares
|
$1.72 Million
0.2% of portfolio
|
Q4 2024
Added 63.87%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
32,962
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
32,612
shares
|
$1.69 Million
0.74% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
32,200
shares
|
$1.67 Million
0.16% of portfolio
|
Q4 2024
Added 64.27%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
32,093
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
Reduced 32.63%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
32,025
shares
|
$1.66 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
31,805
shares
|
$1.65 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
31,518
shares
|
$1.63 Million
0.7% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
31,293
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
31,288
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 41.09%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
31,100
shares
|
$1.61 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
30,937
shares
|
$1.6 Million
1.08% of portfolio
|
Q2 2025
Added 62.16%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,792
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
30,704
shares
|
$1.59 Million
0.69% of portfolio
|
Q1 2025
Added 119.42%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
30,026
shares
|
$1.55 Million
2.17% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
29,180
shares
|
$1.51 Million
0.57% of portfolio
|
Q2 2025
Added 58.72%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
27,949
shares
|
$1.45 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
27,797
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
27,664
shares
|
$1.43 Million
0.2% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
27,584
shares
|
$1.43 Million
1.99% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
27,516
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
26,833
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Added 33.78%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
26,529
shares
|
$1.37 Million
0.4% of portfolio
|
Q1 2025
Added 353.49%
|