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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
29,180
shares
|
$1.71 Million
0.57% of portfolio
|
Q2 2025
Added 58.72%
|
|
|
Cassilly Financial Group LLC
Severna Park, MD |
Jan 15, 2026 Q4 2025 |
29,011
shares
|
$1.7 Million
1.52% of portfolio
|
Q4 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
28,957
shares
|
$1.7 Million
0.16% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
28,716
shares
|
$1.68 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
27,664
shares
|
$1.62 Million
0.2% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
27,538
shares
|
$1.62 Million
1.15% of portfolio
|
Q4 2025
Reduced 7.68%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
26,958
shares
|
$1.58 Million
1.47% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
26,913
shares
|
$1.58 Million
0.61% of portfolio
|
Q3 2025
Added 119.91%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
26,822
shares
|
$1.57 Million
0.62% of portfolio
|
Q3 2025
Added 31.52%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
26,804
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 61.84%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
26,260
shares
|
$1.54 Million
1.24% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
25,980
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
25,886
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
25,808
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2025
Added 17.77%
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
25,450
shares
|
$1.49 Million
0.32% of portfolio
|
Q4 2025
Reduced 29.91%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
24,770
shares
|
$1.45 Million
0.23% of portfolio
|
Q3 2025
Reduced 15.79%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
24,764
shares
|
$1.45 Million
0.28% of portfolio
|
Q1 2025
Added 23.26%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
24,709
shares
|
$1.45 Million
0.89% of portfolio
|
Q4 2025
Added 44.51%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
24,644
shares
|
$1.45 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
24,312
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
24,111
shares
|
$1.41 Million
0.37% of portfolio
|
Q3 2025
Added 92.49%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
23,858
shares
|
$1.4 Million
0.82% of portfolio
|
Q4 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
23,804
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
23,271
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
22,988
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|