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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
5,843
shares
|
$271,699
0.05% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
5,808
shares
|
$270,072
0.0% of portfolio
|
Q4 2024
Added 20.5%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,779
shares
|
$268,723
0.05% of portfolio
|
Q4 2024
Added 36.85%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,757
shares
|
$267,700
0.01% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
5,732
shares
|
$266,538
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
5,672
shares
|
$263,748
0.17% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
5,672
shares
|
$263,748
0.08% of portfolio
|
Q4 2024
Added 28.33%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
5,616
shares
|
$261,144
0.01% of portfolio
|
Q3 2024
Reduced 18.12%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,542
shares
|
$257,703
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,497
shares
|
$255,610
0.01% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
5,494
shares
|
$255,471
0.0% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,468
shares
|
$254,262
0.01% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
5,390
shares
|
$250,635
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
5,372
shares
|
$249,798
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
5,230
shares
|
$243,195
1.09% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,026
shares
|
$233,709
0.02% of portfolio
|
Q4 2024
Added 78.23%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
5,004
shares
|
$232,686
0.01% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$232,500
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,000
shares
|
$232,500
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$232,500
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
4,960
shares
|
$230,640
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
4,935
shares
|
$229,477
0.15% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
4,901
shares
|
$227,896
0.03% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
4,894
shares
|
$227,571
0.0% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
4,816
shares
|
$223,944
0.05% of portfolio
|
Q2 2024
Reduced 12.44%
|