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 614 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
34,052
shares
|
$2 Million
0.13% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
33,723
shares
|
$1.98 Million
0.2% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 04, 2025 Q3 2025 |
33,660
shares
|
$1.97 Million
2.08% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
33,475
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
33,312
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
32,914
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
32,129
shares
|
$1.88 Million
0.14% of portfolio
|
Q3 2025
Added 117.43%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
31,938
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
31,888
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2025
Added 76.3%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
31,424
shares
|
$1.84 Million
0.16% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
30,937
shares
|
$1.81 Million
1.08% of portfolio
|
Q2 2025
Added 62.16%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,792
shares
|
$1.81 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
30,381
shares
|
$1.78 Million
0.68% of portfolio
|
Q3 2025
Added 98.87%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
30,105
shares
|
$1.77 Million
0.7% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
29,980
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2025
Added 20.45%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
29,829
shares
|
$1.75 Million
1.17% of portfolio
|
Q3 2025
Added 40.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
29,792
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
29,672
shares
|
$1.74 Million
0.12% of portfolio
|
Q3 2025
Reduced 41.53%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
29,650
shares
|
$1.74 Million
0.18% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
29,610
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Added 54.38%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
29,180
shares
|
$1.71 Million
0.57% of portfolio
|
Q2 2025
Added 58.72%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
28,957
shares
|
$1.7 Million
0.16% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
28,716
shares
|
$1.68 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
28,584
shares
|
$1.68 Million
1.24% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
27,664
shares
|
$1.62 Million
0.2% of portfolio
|
Q2 2025
Reduced 17.4%
|
|