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 |
|---|---|---|---|---|---|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
4,760
shares
|
$221,340
0.06% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
4,736
shares
|
$220,224
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,703
shares
|
$218,689
0.05% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
4,663
shares
|
$216,829
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
4,649
shares
|
$216,178
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
4,612
shares
|
$214,458
0.1% of portfolio
|
Q4 2024
Reduced 61.31%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,402
shares
|
$204,693
0.01% of portfolio
|
Q2 2024
Reduced 12.87%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
4,301
shares
|
$199,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,293
shares
|
$199,624
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
4,208
shares
|
$195,672
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
4,170
shares
|
$193,905
0.12% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
4,146
shares
|
$192,789
0.04% of portfolio
|
Q4 2024
Reduced 17.06%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
4,120
shares
|
$191,580
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,090
shares
|
$190,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
4,044
shares
|
$188,046
0.0% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
4,006
shares
|
$186,279
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$186,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
3,300
shares
|
$153,450
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
3,290
shares
|
$152,985
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
3,100
shares
|
$144,150
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,061
shares
|
$142,336
0.0% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,948
shares
|
$137,082
0.0% of portfolio
|
Q4 2024
Added 24.6%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
2,900
shares
|
$134,850
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
2,877
shares
|
$133,780
0.03% of portfolio
|
Q4 2024
Added 50.71%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,750
shares
|
$127,875
0.08% of portfolio
|
Q3 2024
New holding
|