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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
167,899
shares
|
$7.81 Million
0.05% of portfolio
|
Q4 2024
Added 135.36%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
167,776
shares
|
$7.8 Million
1.98% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
166,039
shares
|
$7.72 Million
6.84% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
166,038
shares
|
$7.72 Million
0.08% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
162,110
shares
|
$7.54 Million
1.28% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
161,985
shares
|
$7.53 Million
0.51% of portfolio
|
Q4 2024
Added 2405.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
154,047
shares
|
$7.16 Million
0.01% of portfolio
|
Q4 2024
Added 94.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
151,572
shares
|
$7.05 Million
0.26% of portfolio
|
Q4 2024
Added 173.93%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
150,453
shares
|
$7 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
145,459
shares
|
$6.76 Million
1.35% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
140,525
shares
|
$6.53 Million
1.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
139,332
shares
|
$6.48 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
137,318
shares
|
$6.39 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
136,634
shares
|
$6.35 Million
0.27% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
128,940
shares
|
$6 Million
0.04% of portfolio
|
Q4 2024
Added 30.78%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
125,583
shares
|
$5.84 Million
0.56% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
120,740
shares
|
$5.61 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
120,442
shares
|
$5.6 Million
1.28% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
118,404
shares
|
$5.51 Million
0.11% of portfolio
|
Q1 2024
Added 9.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
116,556
shares
|
$5.42 Million
0.16% of portfolio
|
Q4 2024
Added 75.98%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
112,400
shares
|
$5.23 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
111,657
shares
|
$5.19 Million
3.01% of portfolio
|
Q4 2024
Added 17.28%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
111,655
shares
|
$5.19 Million
3.05% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
106,366
shares
|
$4.95 Million
0.39% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
103,715
shares
|
$4.82 Million
0.56% of portfolio
|
Q4 2024
New holding
|