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 616 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $6.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
27,125
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2025
Added 65.85%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
26,958
shares
|
$1.58 Million
1.47% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
26,913
shares
|
$1.58 Million
0.61% of portfolio
|
Q3 2025
Added 119.91%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
26,822
shares
|
$1.57 Million
0.62% of portfolio
|
Q3 2025
Added 31.52%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
26,804
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 61.84%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
26,260
shares
|
$1.54 Million
1.24% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
25,980
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
25,886
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
25,808
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2025
Added 17.77%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
24,770
shares
|
$1.45 Million
0.23% of portfolio
|
Q3 2025
Reduced 15.79%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
24,764
shares
|
$1.45 Million
0.28% of portfolio
|
Q1 2025
Added 23.26%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
24,644
shares
|
$1.45 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
24,312
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
24,111
shares
|
$1.41 Million
0.37% of portfolio
|
Q3 2025
Added 92.49%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
23,804
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
23,271
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
22,988
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
22,854
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
22,841
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
22,347
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 21.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
22,340
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
22,117
shares
|
$1.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
22,040
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
21,938
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,479
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.8%
|
|