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 |
|---|---|---|---|---|---|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
5,390
shares
|
$277,962
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
5,372
shares
|
$277,034
0.15% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
5,340
shares
|
$275,383
0.0% of portfolio
|
Q2 2024
Added 96.65%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
5,230
shares
|
$269,711
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
5,121
shares
|
$264,089
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,089
shares
|
$262,439
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,034
shares
|
$259,603
0.01% of portfolio
|
Q3 2024
Reduced 96.43%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$257,850
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$257,850
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,999
shares
|
$257,798
0.06% of portfolio
|
Q3 2024
Reduced 84.19%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
4,963
shares
|
$255,941
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
4,960
shares
|
$255,787
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
4,824
shares
|
$248,773
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
4,820
shares
|
$248,567
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
4,816
shares
|
$248,361
0.04% of portfolio
|
Q2 2024
Reduced 12.44%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,762
shares
|
$245,576
0.11% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,703
shares
|
$242,533
0.05% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
4,697
shares
|
$242,224
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
4,503
shares
|
$232,219
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
4,459
shares
|
$229,950
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
4,420
shares
|
$227,939
0.06% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,402
shares
|
$227,011
0.01% of portfolio
|
Q2 2024
Reduced 12.87%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,299
shares
|
$221,699
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
4,285
shares
|
$220,977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,223
shares
|
$217,780
0.04% of portfolio
|
Q3 2024
New holding
|