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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,397
shares
|
$1.25 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
20,731
shares
|
$1.22 Million
0.34% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
20,650
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
20,639
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
20,381
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
20,364
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Added 284.44%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
20,338
shares
|
$1.19 Million
0.4% of portfolio
|
Q3 2025
Added 106.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
20,291
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2025
Reduced 66.71%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
20,121
shares
|
$1.18 Million
0.77% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
20,030
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2025
Added 19.55%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
19,981
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
Added 60.71%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
19,644
shares
|
$1.15 Million
0.77% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
19,595
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
19,445
shares
|
$1.14 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
19,443
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Added 202.0%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
19,323
shares
|
$1.13 Million
0.7% of portfolio
|
Q4 2025
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
19,095
shares
|
$1.12 Million
0.31% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
19,082
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Added 104.09%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
19,004
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2025
Added 118.99%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
18,852
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
18,765
shares
|
$1.1 Million
0.57% of portfolio
|
Q3 2025
Added 53.81%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
18,660
shares
|
$1.09 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
18,024
shares
|
$1.06 Million
0.21% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
17,986
shares
|
$1.05 Million
1.06% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
17,854
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.68%
|
|