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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
896,625
shares
|
$52.6 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
886,250
shares
|
$52 Million
0.09% of portfolio
|
Q3 2025
Reduced 40.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
816,880
shares
|
$47.9 Million
0.02% of portfolio
|
Q3 2024
Added 69.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
781,080
shares
|
$45.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
767,505
shares
|
$45 Million
15.29% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
723,647
shares
|
$42.4 Million
0.05% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
719,865
shares
|
$42.2 Million
0.38% of portfolio
|
Q2 2025
Added 1645.51%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
674,316
shares
|
$39.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 49.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
654,629
shares
|
$38.4 Million
0.05% of portfolio
|
Q3 2025
Added 22.86%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
585,264
shares
|
$34.3 Million
9.2% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
569,902
shares
|
$33.4 Million
0.02% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
560,842
shares
|
$32.9 Million
1.74% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
543,511
shares
|
$31.9 Million
1.81% of portfolio
|
Q2 2025
Reduced 53.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
542,511
shares
|
$31.8 Million
0.16% of portfolio
|
Q3 2025
Reduced 24.11%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
541,680
shares
|
$31.8 Million
9.75% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
502,299
shares
|
$29.5 Million
0.36% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
497,125
shares
|
$29.2 Million
1.14% of portfolio
|
Q3 2025
Added 272.15%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
471,702
shares
|
$27.7 Million
9.15% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
430,690
shares
|
$25.3 Million
0.24% of portfolio
|
Q3 2025
Reduced 31.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
420,303
shares
|
$24.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
404,356
shares
|
$23.7 Million
4.06% of portfolio
|
Q3 2025
Added 116.46%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
401,671
shares
|
$23.6 Million
3.56% of portfolio
|
Q3 2025
Added 116.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
393,728
shares
|
$23.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
378,433
shares
|
$22.2 Million
0.11% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
376,592
shares
|
$22.1 Million
0.51% of portfolio
|
Q3 2025
Added 13.77%
|
|