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 496 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 $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Demars Financial Group, LLC
|
Feb 13, 2025 Q4 2024 |
28,403,144
shares
|
$1.3 Billion
18.3% of portfolio
|
Q4 2024
Added 5930.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,775,057
shares
|
$448 Million
0.21% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,970,411
shares
|
$320 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
|
$227 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
|
$185 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
|
$157 Million
0.04% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,701,621
shares
|
$124 Million
0.04% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,493,230
shares
|
$114 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
|
$103 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,662,671
shares
|
$76.2 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
|
$69.3 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
|
$61.5 Million
0.09% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,249,612
shares
|
$57.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,210,845
shares
|
$55.5 Million
0.28% of portfolio
|
Q4 2024
Added 51.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,174,985
shares
|
$53.9 Million
7.86% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,150,999
shares
|
$52.8 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
|
$50.6 Million
0.01% of portfolio
|
Q4 2024
Added 144.09%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,092,153
shares
|
$50.1 Million
4.06% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,088,412
shares
|
$49.9 Million
0.11% of portfolio
|
Q4 2024
Added 40.93%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,074,927
shares
|
$49.3 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
|
$48.9 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
|
$46.2 Million
0.05% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
979,908
shares
|
$44.9 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
|
$44.2 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
951,487
shares
|
$43.6 Million
0.07% of portfolio
|
Q4 2024
Added 2.83%
|