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 |
|---|---|---|---|---|---|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,827
shares
|
$517,703
0.18% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
8,565
shares
|
$502,337
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
8,436
shares
|
$494,771
0.23% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
8,411
shares
|
$493,305
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
8,319
shares
|
$487,909
0.35% of portfolio
|
Q3 2025
Added 94.46%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
8,231
shares
|
$482,748
0.17% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,162
shares
|
$478,701
0.0% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,130
shares
|
$476,824
0.14% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
8,130
shares
|
$476,824
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,053
shares
|
$472,308
0.01% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
8,020
shares
|
$470,373
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
7,941
shares
|
$465,739
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 23, 2026 Q4 2025 |
7,815
shares
|
$458,349
0.31% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
7,705
shares
|
$451,898
0.19% of portfolio
|
Q3 2025
Reduced 59.65%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
7,693
shares
|
$451,194
0.05% of portfolio
|
Q3 2025
Added 40.54%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
7,691
shares
|
$451,077
0.07% of portfolio
|
Q4 2025
Added 12.15%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
7,576
shares
|
$444,332
0.01% of portfolio
|
Q3 2025
Reduced 14.15%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
7,575
shares
|
$444,273
0.1% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
7,573
shares
|
$444,156
0.12% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
7,567
shares
|
$443,804
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
7,552
shares
|
$442,924
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
7,429
shares
|
$435,710
0.01% of portfolio
|
Q3 2025
Added 32.73%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
7,255
shares
|
$425,505
0.0% of portfolio
|
Q4 2025
Added 3.6%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,214
shares
|
$423,101
0.12% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
7,122
shares
|
$417,705
0.06% of portfolio
|
Q3 2025
Added 9.79%
|
|