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 435 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 $3.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
399
shares
|
$19,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
390
shares
|
$19,305
0.01% of portfolio
|
Q3 2024
Added 680.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
381
shares
|
$18,859
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
350
shares
|
$17,325
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
325
shares
|
$16,087
0.01% of portfolio
|
Q2 2024
Reduced 35.13%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
310
shares
|
$15,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
260
shares
|
$12,870
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
260
shares
|
$12,870
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
230
shares
|
$11,385
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
230
shares
|
$11,385
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
190
shares
|
$9,405
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
170
shares
|
$8,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
157
shares
|
$7,771
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
150
shares
|
$7,425
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
144
shares
|
$7,128
0.0% of portfolio
|
Q1 2024
Reduced 42.4%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
117
shares
|
$5,791
0.0% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
96
shares
|
$4,752
0.0% of portfolio
|
Q3 2024
Added 81.13%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
95
shares
|
$4,702
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
94
shares
|
$4,653
0.0% of portfolio
|
Q4 2022
Added 4.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
92
shares
|
$4,554
0.0% of portfolio
|
Q3 2024
Reduced 92.13%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
71
shares
|
$3,514
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
69
shares
|
$3,415
0.0% of portfolio
|
Q3 2024
Reduced 36.7%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
66
shares
|
$3,267
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
57
shares
|
$2,821
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
54
shares
|
$2,673
0.0% of portfolio
|
Q3 2022
Reduced 23.94%
|