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 614 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
7,705
shares
|
$451,898
0.19% of portfolio
|
Q3 2025
Reduced 59.65%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
7,693
shares
|
$451,194
0.05% of portfolio
|
Q3 2025
Added 40.54%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
7,691
shares
|
$451,077
0.12% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
7,600
shares
|
$445,740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
7,576
shares
|
$444,332
0.01% of portfolio
|
Q3 2025
Reduced 14.15%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
7,575
shares
|
$444,273
0.1% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
7,567
shares
|
$443,804
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
7,552
shares
|
$442,924
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
7,429
shares
|
$435,710
0.01% of portfolio
|
Q3 2025
Added 32.73%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
7,300
shares
|
$428,145
0.29% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,214
shares
|
$423,101
0.12% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
7,122
shares
|
$417,705
0.06% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,003
shares
|
$410,725
0.0% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
6,863
shares
|
$402,514
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
6,858
shares
|
$402,221
0.07% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,835
shares
|
$400,872
0.09% of portfolio
|
Q4 2024
Reduced 24.21%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
6,704
shares
|
$393,189
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
6,697
shares
|
$392,779
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
6,622
shares
|
$388,380
0.06% of portfolio
|
Q3 2025
Reduced 99.81%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
6,504
shares
|
$381,459
0.31% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,379
shares
|
$374,128
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
6,337
shares
|
$371,665
0.05% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
6,320
shares
|
$370,668
0.08% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
6,293
shares
|
$369,084
0.1% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,242
shares
|
$366,093
0.0% of portfolio
|
Q3 2025
Reduced 15.09%
|
|