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 509 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
9,227
shares
|
$410,970
0.04% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
9,100
shares
|
$405,314
0.21% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,050
shares
|
$403,087
0.24% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
9,048
shares
|
$402,997
0.12% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,017
shares
|
$401,617
0.02% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
8,976
shares
|
$399,791
0.07% of portfolio
|
Q4 2024
Added 45.55%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,971
shares
|
$399,568
0.06% of portfolio
|
Q4 2024
Added 46.58%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
8,952
shares
|
$398,722
0.13% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,827
shares
|
$393,154
0.18% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
8,804
shares
|
$392,130
0.16% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
8,751
shares
|
$389,769
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
8,700
shares
|
$387,498
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,609
shares
|
$383,444
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
8,597
shares
|
$382,910
0.02% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
8,565
shares
|
$381,485
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
8,525
shares
|
$379,703
0.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
8,451
shares
|
$376,407
0.01% of portfolio
|
Q4 2024
Added 16.97%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
8,445
shares
|
$376,140
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,445
shares
|
$376,140
0.43% of portfolio
|
Q3 2024
Added 218.72%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
8,436
shares
|
$375,739
0.25% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
8,420
shares
|
$375,026
0.08% of portfolio
|
Q4 2024
Added 37.42%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
8,411
shares
|
$374,625
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
8,400
shares
|
$374,136
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
8,387
shares
|
$373,556
0.01% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,290
shares
|
$369,236
0.13% of portfolio
|
Q4 2024
Added 1.22%
|