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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
14,942
shares
|
$876,348
0.09% of portfolio
|
Q3 2025
Added 40.09%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
14,881
shares
|
$872,770
0.48% of portfolio
|
Q2 2025
Reduced 37.89%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
14,561
shares
|
$854,002
0.0% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
14,463
shares
|
$848,254
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
14,158
shares
|
$830,366
0.0% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,031
shares
|
$822,918
0.02% of portfolio
|
Q3 2025
Added 31.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
13,663
shares
|
$801,334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retireful, LLC
|
Jan 15, 2026 Q4 2025 |
13,650
shares
|
$800,572
1.05% of portfolio
|
Q4 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
13,500
shares
|
$791,775
0.55% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
13,456
shares
|
$789,194
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
13,367
shares
|
$783,974
0.11% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
13,363
shares
|
$783,739
0.02% of portfolio
|
Q3 2025
Reduced 70.23%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
13,354
shares
|
$783,212
0.21% of portfolio
|
Q3 2025
Added 56.98%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
13,090
shares
|
$767,728
0.12% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
13,038
shares
|
$764,678
0.4% of portfolio
|
Q3 2025
Added 87.01%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
12,642
shares
|
$741,453
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
12,587
shares
|
$738,227
0.02% of portfolio
|
Q3 2025
Added 55.4%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
12,534
shares
|
$735,119
0.06% of portfolio
|
Q4 2025
Added 6.45%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
12,447
shares
|
$730,016
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
12,425
shares
|
$728,726
0.06% of portfolio
|
Q4 2025
Added 5.12%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
12,406
shares
|
$727,611
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
12,345
shares
|
$724,034
0.0% of portfolio
|
Q3 2025
Added 22.49%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
12,256
shares
|
$718,814
0.29% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
12,059
shares
|
$707,260
0.24% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,662
shares
|
$683,976
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|