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 |
|---|---|---|---|---|---|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$46,500
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$46,500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$46,500
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
950
shares
|
$44,175
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
939
shares
|
$43,663
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
930
shares
|
$43,245
0.01% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
914
shares
|
$42,501
0.01% of portfolio
|
Q2 2022
Reduced 16.68%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
891
shares
|
$41,431
0.0% of portfolio
|
Q4 2024
Reduced 92.44%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
862
shares
|
$40,083
0.05% of portfolio
|
Q4 2022
Added 2.01%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
862
shares
|
$40,083
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
819
shares
|
$38,083
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
795
shares
|
$36,967
0.01% of portfolio
|
Q2 2024
Reduced 60.15%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
750
shares
|
$34,875
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
707
shares
|
$32,875
0.0% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
692
shares
|
$32,178
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
690
shares
|
$32,085
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
636
shares
|
$29,574
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
635
shares
|
$29,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
603
shares
|
$28,039
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
600
shares
|
$27,900
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
600
shares
|
$27,900
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
594
shares
|
$27,621
0.0% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
566
shares
|
$26,319
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
520
shares
|
$24,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
517
shares
|
$24,040
0.05% of portfolio
|
Q4 2022
New holding
|