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 |
|---|---|---|---|---|---|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
34,479
shares
|
$1.6 Million
1.15% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,379
shares
|
$1.6 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
34,158
shares
|
$1.59 Million
0.23% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
33,903
shares
|
$1.58 Million
0.16% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,580
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 35.95%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
33,381
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
33,260
shares
|
$1.55 Million
0.21% of portfolio
|
Q4 2024
Added 63.87%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
32,520
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
32,343
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
32,200
shares
|
$1.5 Million
0.24% of portfolio
|
Q4 2024
Added 64.27%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
31,678
shares
|
$1.47 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
31,384
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Added 68.27%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
31,132
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Added 36.8%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
31,100
shares
|
$1.45 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
31,076
shares
|
$1.45 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,792
shares
|
$1.43 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
30,374
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 95.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
30,348
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
29,649
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
29,473
shares
|
$1.37 Million
0.88% of portfolio
|
Q4 2024
Added 23.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
28,846
shares
|
$1.34 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
26,866
shares
|
$1.25 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
26,812
shares
|
$1.25 Million
0.36% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
26,323
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Added 167.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
25,840
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.17%
|