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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
13,456
shares
|
$789,194
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
13,367
shares
|
$783,974
0.11% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
13,363
shares
|
$783,739
0.02% of portfolio
|
Q3 2025
Reduced 70.23%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
13,354
shares
|
$783,212
0.21% of portfolio
|
Q3 2025
Added 56.98%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
13,090
shares
|
$767,728
0.12% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
13,038
shares
|
$764,678
0.4% of portfolio
|
Q3 2025
Added 87.01%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
12,965
shares
|
$760,397
0.43% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
12,642
shares
|
$741,453
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
12,587
shares
|
$738,227
0.02% of portfolio
|
Q3 2025
Added 55.4%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
12,447
shares
|
$730,016
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
12,406
shares
|
$727,611
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
12,345
shares
|
$724,034
0.0% of portfolio
|
Q3 2025
Added 22.49%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
12,256
shares
|
$718,814
0.29% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
12,059
shares
|
$707,260
0.24% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
11,820
shares
|
$693,243
0.06% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
11,774
shares
|
$690,545
0.06% of portfolio
|
Q3 2025
Added 53.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,662
shares
|
$683,976
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
11,585
shares
|
$679,460
0.07% of portfolio
|
Q3 2025
Added 123.39%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
11,435
shares
|
$670,662
0.02% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
11,400
shares
|
$668,610
1.77% of portfolio
|
Q3 2023
Added 302.26%
|
|
|
Fortune 45 LLC
|
Nov 13, 2025 Q3 2025 |
11,387
shares
|
$667,847
0.33% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
11,381
shares
|
$667,495
0.43% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
11,335
shares
|
$664,797
0.24% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
11,334
shares
|
$664,739
0.05% of portfolio
|
Q3 2025
Reduced 74.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
11,320
shares
|
$663,918
0.01% of portfolio
|
Q3 2025
Added 0.85%
|
|