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 434 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
224,971
shares
|
$11.6 Million
0.74% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
198,202
shares
|
$10.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
191,760
shares
|
$9.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
189,097
shares
|
$9.76 Million
0.95% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
185,904
shares
|
$9.6 Million
8.75% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
182,494
shares
|
$9.42 Million
0.11% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
177,494
shares
|
$9.16 Million
0.47% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
173,352
shares
|
$8.95 Million
0.53% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
173,221
shares
|
$8.94 Million
0.27% of portfolio
|
Q3 2024
Added 61.61%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
166,747
shares
|
$8.61 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
165,706
shares
|
$8.55 Million
2.6% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
164,324
shares
|
$8.48 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
160,779
shares
|
$8.3 Million
1.83% of portfolio
|
Q3 2024
Added 84.76%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
160,318
shares
|
$8.28 Million
1.7% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
159,178
shares
|
$8.22 Million
7.06% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
154,732
shares
|
$7.99 Million
2.26% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
148,158
shares
|
$7.65 Million
0.07% of portfolio
|
Q3 2024
Added 822.3%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
144,231
shares
|
$7.45 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
140,663
shares
|
$7.26 Million
1.24% of portfolio
|
Q3 2024
Reduced 32.32%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
140,149
shares
|
$7.23 Million
1.13% of portfolio
|
Q3 2024
Added 110.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
133,430
shares
|
$6.89 Million
0.24% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
132,590
shares
|
$6.84 Million
0.06% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
129,855
shares
|
$6.7 Million
0.27% of portfolio
|
Q3 2024
Added 1464.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
129,787
shares
|
$6.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
124,572
shares
|
$6.43 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.14%
|