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 |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$234,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,980
shares
|
$233,427
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
3,953
shares
|
$231,843
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,950
shares
|
$231,667
0.12% of portfolio
|
Q2 2025
Reduced 18.22%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,930
shares
|
$230,494
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,907
shares
|
$229,145
0.01% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
3,876
shares
|
$227,327
0.0% of portfolio
|
Q3 2025
Reduced 52.51%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
3,849
shares
|
$225,743
0.09% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
3,832
shares
|
$224,746
0.03% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
3,780
shares
|
$221,697
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,715
shares
|
$217,884
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,714
shares
|
$217,826
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
3,706
shares
|
$217,356
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
3,689
shares
|
$216,359
0.1% of portfolio
|
Q3 2025
Reduced 19.56%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
3,682
shares
|
$215,949
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,640
shares
|
$213,486
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
3,640
shares
|
$213,486
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
3,630
shares
|
$212,899
0.14% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
3,630
shares
|
$212,899
0.07% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
3,617
shares
|
$212,137
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
3,595
shares
|
$210,846
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,561
shares
|
$208,852
0.01% of portfolio
|
Q3 2025
Added 34.63%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
3,532
shares
|
$207,151
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,300
shares
|
$193,545
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,216
shares
|
$188,618
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|