Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XLG)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XLG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.92M+ 102.82% |
$99.4M - $111M
|
3.79M
$222M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
729K+ 46.55% |
$37.8M - $42.2M
|
2.3M
$135M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
536K+ 45.71% |
$27.8M - $31M
|
1.71M
$100M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
438K+ 82.9% |
$22.7M - $25.3M
|
966K
$56.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
396K+ 56.58% |
$20.5M - $22.9M
|
1.09M
$64.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
364K+ 272.15% |
$18.8M - $21M
|
497K
$29.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
305K+ 17.52% |
$15.8M - $17.7M
|
2.05M
$120M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
291K+ 7.35% |
$15.1M - $16.8M
|
4.25M
$249M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
218K+ 116.46% |
$11.3M - $12.6M
|
404K
$23.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
216K+ 116.53% |
$11.2M - $12.5M
|
402K
$23.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
209K+ 3.16% |
$10.8M - $12.1M
|
6.83M
$401M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
204K+ 138.78% |
$10.6M - $11.8M
|
351K
$20.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
196K+ 11.1% |
$10.2M - $11.4M
|
1.96M
$115M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
196K+ 5.5% |
$10.1M - $11.3M
|
3.76M
$221M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
194K+ 387.79% |
$10M - $11.2M
|
244K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
181KNew |
$9.36M - $10.5M
|
181K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
181KNew |
$9.36M - $10.5M
|
181K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
177K+ 117.43% |
$9.14M - $10.2M
|
327K
$19.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
154K+ 278.31% |
$7.97M - $8.91M
|
209K
$12.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
154K+ 152.1% |
$7.95M - $8.89M
|
255K
$14.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
146KNew |
$7.54M - $8.43M
|
146K
$8.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
146KNew |
$7.54M - $8.43M
|
146K
$8.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
145K+ 92.26% |
$7.51M - $8.4M
|
302K
$17.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 22.86% |
$6.31M - $7.05M
|
655K
$38.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
117K+ 1001.71% |
$6.07M - $6.78M
|
129K
$7.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
111K+ 115.4% |
$5.74M - $6.41M
|
207K
$12.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
108K+ 64.61% |
$5.6M - $6.26M
|
276K
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
99.1KNew |
$5.13M - $5.74M
|
99.1K
$5.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
97.3K+ 59.05% |
$5.04M - $5.63M
|
262K
$15.4M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
95.7K+ 143.75% |
$4.95M - $5.54M
|
162K
$9.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.5K+ 19.87% |
$4.89M - $5.47M
|
570K
$33.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
91.6K+ 580.41% |
$4.74M - $5.3M
|
107K
$6.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
90.8K+ 602.83% |
$4.7M - $5.25M
|
106K
$6.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
90.7K+ 116.59% |
$4.7M - $5.25M
|
169K
$9.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
89.8K+ 42.96% |
$4.65M - $5.2M
|
299K
$17.5M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
85.6K+ 101.82% |
$4.43M - $4.95M
|
170K
$9.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
84.1K+ 125.43% |
$4.36M - $4.87M
|
151K
$8.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
82.4K+ 57.44% |
$4.27M - $4.77M
|
226K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
77.7K+ 44.71% |
$4.02M - $4.5M
|
252K
$14.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
74.8K+ 92.98% |
$3.87M - $4.33M
|
155K
$9.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
74.3K+ 58.74% |
$3.85M - $4.3M
|
201K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
72.6K+ 1816.19% |
$3.76M - $4.2M
|
76.6K
$4.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
71K+ 80.56% |
$3.68M - $4.11M
|
159K
$9.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
70.4K+ 26.82% |
$3.65M - $4.08M
|
333K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
66.3KNew |
$3.43M - $3.84M
|
66.3K
$3.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
66.3KNew |
$3.43M - $3.84M
|
66.3K
$3.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
64.9KNew |
$3.36M - $3.76M
|
64.9K
$3.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
64.5K+ 13.52% |
$3.34M - $3.73M
|
542K
$31.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
59.1K+ 2.2% |
$3.06M - $3.42M
|
2.74M
$161M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
56.8K+ 107.13% |
$2.94M - $3.29M
|
110K
$6.44M
|
|