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 |
|---|---|---|---|---|---|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
6,863
shares
|
$402,514
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
6,841
shares
|
$401,224
0.05% of portfolio
|
Q4 2025
Added 7.95%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,835
shares
|
$400,872
0.09% of portfolio
|
Q4 2024
Reduced 24.21%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
6,622
shares
|
$388,380
0.06% of portfolio
|
Q3 2025
Reduced 99.81%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
6,506
shares
|
$381,576
0.02% of portfolio
|
Q4 2025
Added 5.11%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
6,450
shares
|
$378,292
0.04% of portfolio
|
Q4 2025
Reduced 66.83%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,379
shares
|
$374,128
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
6,320
shares
|
$370,668
0.08% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
6,293
shares
|
$369,084
0.1% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,242
shares
|
$366,093
0.0% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
6,188
shares
|
$362,926
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,150
shares
|
$360,697
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
6,022
shares
|
$353,190
0.01% of portfolio
|
Q3 2025
Added 19.91%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,954
shares
|
$349,202
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,931
shares
|
$347,853
0.0% of portfolio
|
Q3 2025
Added 43.68%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
5,873
shares
|
$344,451
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
5,845
shares
|
$342,809
0.11% of portfolio
|
Q3 2025
Reduced 43.48%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
5,778
shares
|
$338,879
0.02% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
5,712
shares
|
$335,008
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,542
shares
|
$325,038
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
5,490
shares
|
$321,988
0.01% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
5,460
shares
|
$320,229
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
5,443
shares
|
$319,231
0.0% of portfolio
|
Q3 2025
Added 20.87%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
5,406
shares
|
$317,061
0.04% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,372
shares
|
$315,067
0.16% of portfolio
|
Q1 2025
Reduced 5.29%
|
|