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 434 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,190
shares
|
$422,767
0.22% of portfolio
|
Q3 2024
Added 97.83%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
8,155
shares
|
$420,961
0.15% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
8,130
shares
|
$419,670
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,130
shares
|
$419,670
0.14% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
8,092
shares
|
$417,709
0.01% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
8,020
shares
|
$413,992
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
7,924
shares
|
$409,036
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
7,887
shares
|
$407,126
0.04% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
7,790
shares
|
$402,119
0.01% of portfolio
|
Q2 2024
Added 8.54%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
7,590
shares
|
$391,795
0.06% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,536
shares
|
$389,008
0.27% of portfolio
|
Q2 2024
Reduced 31.47%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
7,514
shares
|
$387,872
0.05% of portfolio
|
Q3 2024
Reduced 15.3%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
7,345
shares
|
$379,148
0.09% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,305
shares
|
$377,084
0.03% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
7,292
shares
|
$376,413
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
7,272
shares
|
$375,380
0.09% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
7,225
shares
|
$372,954
0.01% of portfolio
|
Q3 2024
Added 22.09%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
7,213
shares
|
$372,335
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
7,100
shares
|
$366,502
0.15% of portfolio
|
Q3 2024
Added 222.73%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,070
shares
|
$364,953
0.0% of portfolio
|
Q4 2023
Added 3.21%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
7,070
shares
|
$364,953
0.14% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,864
shares
|
$354,319
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
6,850
shares
|
$353,597
0.03% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
6,743
shares
|
$348,073
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
6,695
shares
|
$345,595
0.11% of portfolio
|
Q3 2024
Reduced 1.09%
|