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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
11,585
shares
|
$679,460
0.07% of portfolio
|
Q3 2025
Added 123.39%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
11,431
shares
|
$670,428
0.1% of portfolio
|
Q4 2025
Added 70.51%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
11,400
shares
|
$668,610
1.77% of portfolio
|
Q3 2023
Added 302.26%
|
|
|
Fortune 45 LLC
|
Nov 13, 2025 Q3 2025 |
11,387
shares
|
$667,847
0.33% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
11,381
shares
|
$667,495
0.43% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
11,335
shares
|
$664,797
0.24% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
11,326
shares
|
$664,269
0.01% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
11,302
shares
|
$662,862
0.05% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
11,274
shares
|
$661,220
0.03% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
11,204
shares
|
$657,114
0.01% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,090
shares
|
$650,428
0.07% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
11,068
shares
|
$649,138
0.16% of portfolio
|
Q2 2025
Added 52.96%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
11,009
shares
|
$645,677
0.3% of portfolio
|
Q3 2025
Reduced 34.32%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
10,999
shares
|
$645,091
0.07% of portfolio
|
Q4 2025
Added 41.56%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
10,980
shares
|
$643,977
0.1% of portfolio
|
Q3 2025
Added 37.35%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
10,970
shares
|
$643,390
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
10,920
shares
|
$640,458
0.32% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
10,809
shares
|
$633,947
0.19% of portfolio
|
Q4 2025
Reduced 3.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
10,770
shares
|
$631,660
0.0% of portfolio
|
Q3 2025
Reduced 39.65%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
10,699
shares
|
$627,496
0.15% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
10,628
shares
|
$623,332
0.66% of portfolio
|
Q3 2025
Reduced 51.21%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
10,606
shares
|
$622,041
0.09% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
10,532
shares
|
$617,701
0.01% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,467
shares
|
$613,889
0.08% of portfolio
|
Q3 2022
Added 351.16%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
10,423
shares
|
$611,308
0.4% of portfolio
|
Q2 2025
Reduced 38.43%
|
|