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 |
|---|---|---|---|---|---|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
368,257
shares
|
$21.6 Million
5.94% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
367,480
shares
|
$21.6 Million
0.01% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
359,886
shares
|
$21.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
351,160
shares
|
$20.6 Million
2.82% of portfolio
|
Q3 2025
Added 138.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
332,868
shares
|
$19.5 Million
0.15% of portfolio
|
Q3 2025
Added 26.82%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
326,813
shares
|
$19.2 Million
2.58% of portfolio
|
Q3 2025
Added 117.43%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
318,090
shares
|
$18.7 Million
5.04% of portfolio
|
Q1 2025
Added 792.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
310,342
shares
|
$18.2 Million
0.77% of portfolio
|
Q4 2023
Added 14.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
308,374
shares
|
$18.1 Million
0.04% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
302,360
shares
|
$17.7 Million
1.41% of portfolio
|
Q3 2025
Added 92.26%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
298,970
shares
|
$17.5 Million
0.29% of portfolio
|
Q3 2025
Added 42.96%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
295,297
shares
|
$17.3 Million
1.07% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
284,173
shares
|
$16.7 Million
1.27% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
283,259
shares
|
$16.6 Million
0.1% of portfolio
|
Q2 2025
Added 1062.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
279,565
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
275,860
shares
|
$16.2 Million
0.24% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
275,578
shares
|
$16.2 Million
1.31% of portfolio
|
Q3 2025
Added 64.61%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
273,271
shares
|
$16 Million
0.75% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
262,000
shares
|
$15.4 Million
1.85% of portfolio
|
Q3 2025
Added 59.05%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
254,509
shares
|
$14.9 Million
3.16% of portfolio
|
Q3 2025
Added 152.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
251,531
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2025
Added 44.71%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
246,792
shares
|
$14.5 Million
7.72% of portfolio
|
Q3 2025
Added 22.66%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
243,614
shares
|
$14.3 Million
2.53% of portfolio
|
Q3 2025
Added 387.79%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
243,250
shares
|
$14.3 Million
9.56% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
238,762
shares
|
$14 Million
0.07% of portfolio
|
Q3 2025
Added 9.44%
|
|