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 513 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
28,077,062
shares
|
$1.21 Billion
17.43% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,775,057
shares
|
$422 Million
0.21% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,970,411
shares
|
$301 Million
0.03% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,961,552
shares
|
$214 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,032,173
shares
|
$174 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,425,397
shares
|
$148 Million
0.04% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,701,621
shares
|
$117 Million
0.04% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,505,947
shares
|
$108 Million
0.24% of portfolio
|
Q1 2025
Added 130.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,493,230
shares
|
$108 Million
0.02% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,253,626
shares
|
$97.4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,662,671
shares
|
$71.8 Million
4.05% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,510,848
shares
|
$65.3 Million
1.8% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,340,500
shares
|
$57.9 Million
0.09% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
1,267,671
shares
|
$54.8 Million
6.36% of portfolio
|
Q1 2025
Added 1122.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,249,612
shares
|
$54 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,236,013
shares
|
$53.4 Million
8.04% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,210,845
shares
|
$52.3 Million
0.28% of portfolio
|
Q4 2024
Added 51.39%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,150,999
shares
|
$49.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,102,999
shares
|
$47.6 Million
0.01% of portfolio
|
Q4 2024
Added 144.09%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,092,153
shares
|
$47.2 Million
4.06% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,074,927
shares
|
$46.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,065,550
shares
|
$46 Million
0.13% of portfolio
|
Q4 2024
Added 47.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,008,070
shares
|
$43.5 Million
0.05% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
979,908
shares
|
$42.3 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
964,964
shares
|
$41.7 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.45%
|