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 491 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
400
shares
|
$20,232
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
381
shares
|
$19,270
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
350
shares
|
$17,703
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
342
shares
|
$17,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
340
shares
|
$17,197
0.0% of portfolio
|
Q4 2024
Reduced 98.69%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
264
shares
|
$13,353
0.01% of portfolio
|
Q4 2024
Reduced 18.77%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
260
shares
|
$13,150
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
260
shares
|
$13,150
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
233
shares
|
$11,785
0.0% of portfolio
|
Q4 2024
Added 61.81%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
230
shares
|
$11,633
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
203
shares
|
$10,267
0.0% of portfolio
|
Q4 2024
Added 19.41%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
200
shares
|
$10,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
190
shares
|
$9,610
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
180
shares
|
$9,104
0.0% of portfolio
|
Q4 2024
Added 87.5%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
158
shares
|
$7,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
157
shares
|
$7,941
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
157
shares
|
$7,941
0.0% of portfolio
|
Q4 2024
Reduced 86.72%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
152
shares
|
$7,688
0.0% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
150
shares
|
$7,587
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
137
shares
|
$6,929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
115
shares
|
$5,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
100
shares
|
$5,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
94
shares
|
$4,754
0.0% of portfolio
|
Q4 2022
Added 4.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
92
shares
|
$4,653
0.0% of portfolio
|
Q3 2024
Reduced 92.13%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
87
shares
|
$4,400
0.0% of portfolio
|
Q4 2024
Reduced 8.42%
|