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 538 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 $5.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
28,077,062
shares
|
$1.29 Billion
17.43% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,775,057
shares
|
$448 Million
0.21% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,970,411
shares
|
$319 Million
0.03% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,961,552
shares
|
$227 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,032,173
shares
|
$185 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,425,397
shares
|
$157 Million
0.04% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,701,621
shares
|
$124 Million
0.04% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,505,947
shares
|
$115 Million
0.24% of portfolio
|
Q1 2025
Added 130.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,493,230
shares
|
$114 Million
0.02% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,253,626
shares
|
$103 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,662,671
shares
|
$76.1 Million
4.05% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,631,353
shares
|
$74.7 Million
0.03% of portfolio
|
Q1 2025
Added 41.73%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,510,848
shares
|
$69.2 Million
1.8% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
1,449,886
shares
|
$66.4 Million
5.14% of portfolio
|
Q1 2025
Added 32.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,340,500
shares
|
$61.4 Million
0.09% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
1,267,671
shares
|
$58 Million
6.36% of portfolio
|
Q1 2025
Added 1122.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,249,612
shares
|
$57.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,236,013
shares
|
$56.6 Million
8.04% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,210,845
shares
|
$55.4 Million
0.28% of portfolio
|
Q4 2024
Added 51.39%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,127,628
shares
|
$51.6 Million
0.33% of portfolio
|
Q1 2025
Added 37.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,102,999
shares
|
$50.5 Million
0.01% of portfolio
|
Q4 2024
Added 144.09%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,074,927
shares
|
$49.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,065,550
shares
|
$48.8 Million
0.13% of portfolio
|
Q4 2024
Added 47.95%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,044,004
shares
|
$47.8 Million
2.28% of portfolio
|
Q1 2025
Added 17727.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,008,070
shares
|
$46.1 Million
0.05% of portfolio
|
Q4 2024
Added 7.08%
|