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 493 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
7,283
shares
|
$338,659
0.1% of portfolio
|
Q4 2024
Added 1767.44%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
7,226
shares
|
$336,009
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
7,193
shares
|
$334,474
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
7,183
shares
|
$334,009
0.09% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
7,053
shares
|
$327,964
0.05% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
7,030
shares
|
$326,895
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
6,899
shares
|
$320,803
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,835
shares
|
$317,827
0.09% of portfolio
|
Q4 2024
Reduced 24.21%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
6,743
shares
|
$313,549
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
6,672
shares
|
$310,248
0.02% of portfolio
|
Q4 2024
Added 32.54%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,671
shares
|
$310,201
0.07% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
6,592
shares
|
$306,528
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
6,453
shares
|
$300,064
0.12% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
6,349
shares
|
$295,228
0.18% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
6,320
shares
|
$293,880
0.08% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,150
shares
|
$285,975
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
6,129
shares
|
$284,998
0.0% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
6,119
shares
|
$284,533
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
5,978
shares
|
$277,977
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
5,954
shares
|
$276,861
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
5,939
shares
|
$276,163
0.08% of portfolio
|
Q4 2024
Added 26.44%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
5,915
shares
|
$275,047
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
5,856
shares
|
$272,304
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
5,855
shares
|
$272,257
0.22% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,850
shares
|
$272,025
0.08% of portfolio
|
Q4 2023
New holding
|