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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,561
shares
|
$208,852
0.01% of portfolio
|
Q3 2025
Added 34.63%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
3,532
shares
|
$207,151
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,300
shares
|
$193,545
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,216
shares
|
$188,618
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,060
shares
|
$179,469
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,900
shares
|
$170,085
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
2,860
shares
|
$167,739
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2,750
shares
|
$161,287
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,691
shares
|
$157,827
0.09% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,690
shares
|
$157,768
0.01% of portfolio
|
Q3 2025
Added 116.59%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
2,600
shares
|
$152,490
0.07% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
2,301
shares
|
$134,953
0.29% of portfolio
|
Q3 2025
Reduced 85.1%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,113
shares
|
$123,927
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,095
shares
|
$122,871
0.0% of portfolio
|
Q3 2025
Added 109.5%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,024
shares
|
$118,707
0.0% of portfolio
|
Q3 2025
Added 31.77%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,892
shares
|
$110,965
0.02% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,837
shares
|
$107,740
0.01% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,770
shares
|
$103,810
0.04% of portfolio
|
Q3 2025
Added 45.08%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,760
shares
|
$103,224
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,750
shares
|
$102,637
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,629
shares
|
$95,540
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,580
shares
|
$92,667
0.0% of portfolio
|
Q2 2025
Added 507.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,510
shares
|
$88,561
0.01% of portfolio
|
Q3 2022
Added 101.33%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,504
shares
|
$88,209
0.01% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,376
shares
|
$80,702
0.02% of portfolio
|
Q3 2025
New holding
|
|