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 |
|---|---|---|---|---|---|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
101,196
shares
|
$4.71 Million
1.2% of portfolio
|
Q4 2024
Added 202.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
99,197
shares
|
$4.61 Million
0.11% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
96,922
shares
|
$4.51 Million
1.29% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
94,917
shares
|
$4.41 Million
0.15% of portfolio
|
Q4 2024
Added 129.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
94,070
shares
|
$4.37 Million
0.05% of portfolio
|
Q4 2024
Added 30.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
92,606
shares
|
$4.31 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
91,036
shares
|
$4.23 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
90,321
shares
|
$4.2 Million
0.02% of portfolio
|
Q4 2024
Added 43.58%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
88,289
shares
|
$4.11 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
88,179
shares
|
$4.1 Million
0.67% of portfolio
|
Q4 2024
Added 89.29%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
88,135
shares
|
$4.1 Million
2.74% of portfolio
|
Q4 2024
Added 537.0%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
87,582
shares
|
$4.07 Million
2.26% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
87,092
shares
|
$4.05 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
85,567
shares
|
$3.98 Million
0.14% of portfolio
|
Q4 2024
Reduced 34.07%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
84,818
shares
|
$3.94 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
83,961
shares
|
$3.9 Million
1.12% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
83,805
shares
|
$3.9 Million
2.94% of portfolio
|
Q4 2024
Added 1049.27%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
80,325
shares
|
$3.74 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
78,536
shares
|
$3.65 Million
0.5% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
77,363
shares
|
$3.6 Million
0.28% of portfolio
|
Q4 2024
Added 98.12%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
75,000
shares
|
$3.49 Million
0.19% of portfolio
|
Q4 2024
Added 40.03%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
73,961
shares
|
$3.44 Million
0.57% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
73,042
shares
|
$3.4 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
72,241
shares
|
$3.36 Million
1.23% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
72,076
shares
|
$3.35 Million
1.95% of portfolio
|
Q4 2024
Added 2.05%
|