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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,397
shares
|
$609,784
0.08% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,318
shares
|
$605,150
0.01% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
10,059
shares
|
$589,960
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
10,050
shares
|
$589,432
0.07% of portfolio
|
Q3 2025
Added 101.0%
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$586,500
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Jan 20, 2026 Q4 2025 |
9,950
shares
|
$583,567
0.37% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
9,901
shares
|
$580,693
0.04% of portfolio
|
Q4 2025
Reduced 12.64%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,863
shares
|
$578,464
0.04% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
9,826
shares
|
$576,294
0.38% of portfolio
|
Q3 2025
Added 36.68%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
9,750
shares
|
$571,837
0.3% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
9,734
shares
|
$570,899
0.04% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
9,687
shares
|
$568,142
0.1% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
9,662
shares
|
$566,676
0.22% of portfolio
|
Q4 2025
Added 1.18%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
9,641
shares
|
$565,444
0.02% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,636
shares
|
$565,151
0.38% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
9,600
shares
|
$563,040
0.0% of portfolio
|
Q4 2025
Added 26.32%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
9,499
shares
|
$557,116
0.05% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
9,448
shares
|
$554,125
0.14% of portfolio
|
Q4 2025
Added 4.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
9,359
shares
|
$548,905
0.0% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
9,300
shares
|
$545,445
0.1% of portfolio
|
Q4 2025
Added 9.64%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
9,272
shares
|
$543,802
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
9,265
shares
|
$543,392
0.05% of portfolio
|
Q4 2025
Added 10.1%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
9,217
shares
|
$540,577
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
9,117
shares
|
$534,712
0.11% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
8,914
shares
|
$522,806
0.01% of portfolio
|
Q3 2025
Added 4.07%
|
|