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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
35,795
shares
|
$2.03 Million
0.49% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
35,220
shares
|
$2 Million
0.02% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
35,105
shares
|
$1.99 Million
1.31% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
35,057
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,379
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
34,135
shares
|
$1.93 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
33,858
shares
|
$1.92 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
33,711
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
33,660
shares
|
$1.91 Million
2.02% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
33,460
shares
|
$1.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 23.83%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
33,260
shares
|
$1.88 Million
0.2% of portfolio
|
Q4 2024
Added 63.87%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
32,025
shares
|
$1.81 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
31,910
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
31,296
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
31,218
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.87%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
31,186
shares
|
$1.77 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
31,100
shares
|
$1.76 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
30,937
shares
|
$1.75 Million
1.08% of portfolio
|
Q2 2025
Added 62.16%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,792
shares
|
$1.74 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
29,576
shares
|
$1.68 Million
1.59% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
29,413
shares
|
$1.67 Million
0.27% of portfolio
|
Q2 2025
Added 31.42%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
29,180
shares
|
$1.65 Million
0.57% of portfolio
|
Q2 2025
Added 58.72%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
27,664
shares
|
$1.57 Million
0.2% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
27,584
shares
|
$1.56 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
|
$1.56 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.71%
|