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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
11,302
shares
|
$662,862
0.05% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
11,274
shares
|
$661,220
0.03% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
11,204
shares
|
$657,114
0.01% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
11,172
shares
|
$655,237
0.21% of portfolio
|
Q4 2023
Reduced 7.56%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,090
shares
|
$650,428
0.07% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
11,068
shares
|
$649,138
0.16% of portfolio
|
Q2 2025
Added 52.96%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
11,009
shares
|
$645,677
0.3% of portfolio
|
Q3 2025
Reduced 34.32%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
10,980
shares
|
$643,977
0.1% of portfolio
|
Q3 2025
Added 37.35%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
10,920
shares
|
$640,458
0.33% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
10,770
shares
|
$631,660
0.0% of portfolio
|
Q3 2025
Reduced 39.65%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
10,699
shares
|
$627,496
0.15% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
10,677
shares
|
$626,206
0.1% of portfolio
|
Q3 2025
Added 30.78%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
10,628
shares
|
$623,332
0.6% of portfolio
|
Q3 2025
Reduced 51.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
10,532
shares
|
$617,701
0.01% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,467
shares
|
$613,889
0.08% of portfolio
|
Q3 2022
Added 351.16%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
10,423
shares
|
$611,308
0.4% of portfolio
|
Q2 2025
Reduced 38.43%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,397
shares
|
$609,784
0.08% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,318
shares
|
$605,150
0.01% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
10,059
shares
|
$589,960
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
10,050
shares
|
$589,432
0.07% of portfolio
|
Q3 2025
Added 101.0%
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$586,500
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,863
shares
|
$578,464
0.04% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
9,826
shares
|
$576,294
0.38% of portfolio
|
Q3 2025
Added 36.68%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
9,812
shares
|
$575,473
0.1% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
9,750
shares
|
$571,837
0.3% of portfolio
|
Q3 2025
Added 7.73%
|
|