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 638 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $6.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
35,220
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,379
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
34,325
shares
|
$2.01 Million
0.16% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
34,311
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Added 75.47%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
34,052
shares
|
$2 Million
0.13% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
33,784
shares
|
$1.98 Million
0.22% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
33,723
shares
|
$1.98 Million
0.2% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 04, 2025 Q3 2025 |
33,660
shares
|
$1.97 Million
2.08% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
33,475
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
33,322
shares
|
$1.95 Million
0.49% of portfolio
|
Q4 2025
Reduced 9.31%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
33,312
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
32,978
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2025
Added 97.84%
|
|
|
Ethos Capital Management, Inc.
Newtown, PA |
Jan 21, 2026 Q4 2025 |
32,136
shares
|
$1.88 Million
1.79% of portfolio
|
Q4 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
32,129
shares
|
$1.88 Million
0.14% of portfolio
|
Q3 2025
Added 117.43%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
31,938
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
31,888
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2025
Added 76.3%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,792
shares
|
$1.81 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
30,381
shares
|
$1.78 Million
0.68% of portfolio
|
Q3 2025
Added 98.87%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
30,105
shares
|
$1.77 Million
0.7% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
29,980
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2025
Added 20.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
29,792
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
29,672
shares
|
$1.74 Million
0.12% of portfolio
|
Q3 2025
Reduced 41.53%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
29,650
shares
|
$1.74 Million
0.18% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
29,610
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Added 54.38%
|
|
|
Capital Cs Group, LLC
|
Jan 08, 2026 Q4 2025 |
29,233
shares
|
$1.71 Million
1.58% of portfolio
|
Q4 2025
Added 2.27%
|
|