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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
750
shares
|
$43,987
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
736
shares
|
$43,166
0.0% of portfolio
|
Q3 2025
Added 37.31%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
696
shares
|
$40,820
0.01% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
690
shares
|
$40,468
0.01% of portfolio
|
Q1 2025
Reduced 67.11%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
636
shares
|
$37,301
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
624
shares
|
$36,597
0.02% of portfolio
|
Q2 2025
Reduced 93.45%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
604
shares
|
$35,424
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
600
shares
|
$35,190
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
600
shares
|
$35,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
550
shares
|
$32,257
0.02% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
520
shares
|
$30,498
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
517
shares
|
$30,322
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
512
shares
|
$30,028
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
508
shares
|
$29,794
0.0% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
469
shares
|
$27,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
460
shares
|
$26,979
0.0% of portfolio
|
Q3 2025
Reduced 36.11%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
412
shares
|
$24,163
0.0% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
405
shares
|
$23,753
0.0% of portfolio
|
Q3 2025
Reduced 58.38%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
372
shares
|
$21,817
0.01% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
350
shares
|
$20,527
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
281
shares
|
$16,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
281
shares
|
$16,480
0.0% of portfolio
|
Q3 2025
Added 23.79%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
259
shares
|
$15,190
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
239
shares
|
$14,017
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
230
shares
|
$13,489
0.01% of portfolio
|
Q3 2023
New holding
|
|