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 497 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 $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
861,701
shares
|
$39.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
837,756
shares
|
$38.4 Million
0.08% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
822,080
shares
|
$37.7 Million
0.24% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
816,880
shares
|
$37.5 Million
0.02% of portfolio
|
Q3 2024
Added 69.71%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
777,780
shares
|
$35.7 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
776,515
shares
|
$35.6 Million
0.0% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
690,387
shares
|
$31.7 Million
0.12% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
585,264
shares
|
$26.8 Million
9.2% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
569,174
shares
|
$26.1 Million
0.1% of portfolio
|
Q4 2024
Added 20.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
563,479
shares
|
$25.8 Million
0.06% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
543,733
shares
|
$24.9 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
527,857
shares
|
$24.2 Million
0.02% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
478,640
shares
|
$21.9 Million
6.74% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
476,332
shares
|
$21.8 Million
0.35% of portfolio
|
Q4 2024
Added 66.46%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
461,529
shares
|
$21.2 Million
0.03% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
456,028
shares
|
$20.9 Million
0.28% of portfolio
|
Q4 2024
Added 149.89%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
420,427
shares
|
$19.3 Million
7.6% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
404,829
shares
|
$18.6 Million
3.0% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
386,588
shares
|
$17.7 Million
6.41% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
362,609
shares
|
$16.6 Million
0.04% of portfolio
|
Q4 2024
Added 25.85%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
310,342
shares
|
$14.2 Million
0.77% of portfolio
|
Q4 2023
Added 14.09%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
300,905
shares
|
$13.8 Million
1.06% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
290,268
shares
|
$13.3 Million
0.43% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
289,000
shares
|
$13.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
284,173
shares
|
$13 Million
1.27% of portfolio
|
Q3 2024
Added 12.39%
|