Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.45K+ 18.37% |
$141K - $180K
|
22.2K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.38K+ 9.84% |
$138K - $176K
|
37.8K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.37K+ 40.72% |
$138K - $176K
|
11.7K
$660K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 48.14% |
$135K - $172K
|
10.2K
$576K
|
|
|
Aug 13, 2025
Q2 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
3.06K+ 3.93% |
$125K - $159K
|
80.8K
$4.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.05K+ 66.43% |
$125K - $159K
|
7.65K
$433K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.98K+ 57.51% |
$122K - $155K
|
8.16K
$462K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.74K+ 2.86% |
$112K - $143K
|
98.6K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.72K+ 50.07% |
$111K - $142K
|
8.16K
$462K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.72K+ 46.98% |
$111K - $142K
|
8.51K
$482K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.65KNew |
$108K - $138K
|
2.65K
$150K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.53K+ 25.51% |
$104K - $132K
|
12.4K
$705K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
2.51K+ 54.74% |
$103K - $131K
|
7.09K
$401K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.49K+ 18.55% |
$102K - $130K
|
15.9K
$901K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.4K+ 4.68% |
$98.3K - $125K
|
53.7K
$3.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.37K+ 18.62% |
$96.9K - $123K
|
15.1K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.3K+ 13.63% |
$94K - $120K
|
19.1K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.2K+ 3.43% |
$90.1K - $115K
|
66.4K
$3.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 45.34% |
$89K - $113K
|
6.97K
$395K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.11K+ 2.14% |
$86.5K - $110K
|
101K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.1K+ 2.42% |
$86.1K - $110K
|
89.2K
$5.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.1K+ 6.36% |
$85.8K - $109K
|
35.1K
$1.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2KNew |
$81.9K - $104K
|
2K
$113K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.92K+ 21.88% |
$78.4K - $99.8K
|
10.7K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.77K+ 21.04% |
$72.4K - $92.2K
|
10.2K
$577K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.75KNew |
$71.8K - $91.3K
|
1.75K
$99.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.74K+ 20.01% |
$71.2K - $90.7K
|
10.4K
$591K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
1.71K+ 4.91% |
$69.9K - $89K
|
36.5K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.55K+ 8.88% |
$63.6K - $81K
|
19.1K
$1.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.51KNew |
$61.9K - $78.8K
|
1.51K
$85.7K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.51K+ 32.82% |
$61.7K - $78.5K
|
6.1K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.49K+ 9.9% |
$61.1K - $77.7K
|
16.6K
$938K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.44K+ 30.33% |
$59.1K - $75.2K
|
6.2K
$351K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.39K+ 1.39% |
$56.8K - $72.3K
|
101K
$5.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.38K+ 14.84% |
$56.6K - $72K
|
10.7K
$606K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 507.69% |
$54K - $68.8K
|
1.58K
$89.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.25KNew |
$51.2K - $65.1K
|
1.25K
$70.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.2K+ 1.87% |
$49.1K - $62.5K
|
65.3K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.16K+ 5.99% |
$47.7K - $60.6K
|
20.6K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.12K+ 943.7% |
$46K - $58.5K
|
1.24K
$70.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.11K+ 5.98% |
$45.3K - $57.7K
|
19.6K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.04K+ 12.14% |
$42.7K - $54.4K
|
9.64K
$546K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.03K+ 5.83% |
$42.1K - $53.6K
|
18.7K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
988+ 1.47% |
$40.4K - $51.5K
|
68.3K
$3.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
987+ 10.55% |
$40.4K - $51.4K
|
10.3K
$586K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
971+ 15.22% |
$39.8K - $50.6K
|
7.35K
$416K
|
|
|
Aug 08, 2025
Q2 2025
|
Client First Capital LLC
|
BUY
|
- |
953+ 0.81% |
$39K - $49.7K
|
119K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
948+ 82.72% |
$38.8K - $49.4K
|
2.09K
$119K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
946+ 24.35% |
$38.7K - $49.3K
|
4.83K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
926+ 151.8% |
$37.9K - $48.2K
|
1.54K
$87K
|