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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,087
shares
|
$239,702
0.0% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
4,082
shares
|
$239,409
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
4,048
shares
|
$237,415
0.1% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
4,039
shares
|
$236,887
0.12% of portfolio
|
Q3 2025
Reduced 40.94%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,036
shares
|
$236,711
0.03% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,012
shares
|
$235,303
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
4,000
shares
|
$234,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
4,000
shares
|
$234,600
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$234,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,980
shares
|
$233,427
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
3,953
shares
|
$231,843
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,950
shares
|
$231,667
0.12% of portfolio
|
Q2 2025
Reduced 18.22%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,930
shares
|
$230,494
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,907
shares
|
$229,145
0.01% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
3,876
shares
|
$227,327
0.0% of portfolio
|
Q3 2025
Reduced 52.51%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
3,849
shares
|
$225,743
0.09% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
3,825
shares
|
$224,336
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
3,780
shares
|
$221,697
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,715
shares
|
$217,884
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,714
shares
|
$217,826
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
3,706
shares
|
$217,356
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
3,689
shares
|
$216,359
0.1% of portfolio
|
Q3 2025
Reduced 19.56%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
3,640
shares
|
$213,486
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,640
shares
|
$213,486
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
3,630
shares
|
$212,899
0.07% of portfolio
|
Q3 2025
Added 11.52%
|
|