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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
229
shares
|
$13,430
0.0% of portfolio
|
Q3 2025
Added 112.04%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
200
shares
|
$11,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
200
shares
|
$11,730
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
200
shares
|
$11,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
190
shares
|
$11,143
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
177
shares
|
$10,381
0.0% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
166
shares
|
$9,735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
158
shares
|
$9,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
157
shares
|
$9,208
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
154
shares
|
$9,032
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
150
shares
|
$8,797
0.01% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
146
shares
|
$8,562
0.0% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
145
shares
|
$8,504
0.0% of portfolio
|
Q2 2025
Added 45.0%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
142
shares
|
$8,328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
125
shares
|
$7,331
0.0% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
118
shares
|
$6,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
118
shares
|
$6,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
115
shares
|
$6,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
115
shares
|
$6,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
94
shares
|
$5,513
0.0% of portfolio
|
Q4 2022
Added 4.44%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
71
shares
|
$4,164
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
67
shares
|
$3,929
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
67
shares
|
$3,929
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
59
shares
|
$3,460
0.0% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
54
shares
|
$3,167
0.0% of portfolio
|
Q3 2022
Reduced 23.94%
|
|