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 633 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
238,579
shares
|
$14 Million
0.49% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
238,137
shares
|
$14 Million
0.02% of portfolio
|
Q3 2025
Added 19.38%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 16, 2026 Q4 2025 |
230,937
shares
|
$13.5 Million
8.54% of portfolio
|
Q4 2025
Reduced 5.06%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
230,922
shares
|
$13.5 Million
10.07% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
225,830
shares
|
$13.2 Million
5.48% of portfolio
|
Q3 2025
Added 57.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
217,191
shares
|
$12.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
209,166
shares
|
$12.3 Million
0.52% of portfolio
|
Q3 2025
Added 278.31%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
206,829
shares
|
$12.1 Million
1.89% of portfolio
|
Q3 2025
Added 115.4%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
205,360
shares
|
$12 Million
0.73% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
201,085
shares
|
$11.8 Million
2.5% of portfolio
|
Q4 2025
Reduced 4.21%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
200,688
shares
|
$11.8 Million
0.09% of portfolio
|
Q3 2025
Added 58.74%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
197,349
shares
|
$11.6 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
194,989
shares
|
$11.4 Million
0.75% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
188,268
shares
|
$11 Million
1.76% of portfolio
|
Q3 2025
Added 24.48%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
183,724
shares
|
$10.8 Million
0.09% of portfolio
|
Q4 2025
Added 5.32%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
180,861
shares
|
$10.6 Million
4.41% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
178,057
shares
|
$10.4 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
170,686
shares
|
$10 Million
2.2% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
169,834
shares
|
$9.96 Million
2.64% of portfolio
|
Q4 2025
Added 27.03%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
169,614
shares
|
$9.95 Million
1.87% of portfolio
|
Q3 2025
Added 101.82%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
168,555
shares
|
$9.89 Million
1.69% of portfolio
|
Q3 2025
Added 116.59%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
168,296
shares
|
$9.87 Million
1.22% of portfolio
|
Q3 2025
Added 36.76%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
166,928
shares
|
$9.79 Million
4.28% of portfolio
|
Q4 2025
Added 4.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
164,835
shares
|
$9.67 Million
0.12% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
163,390
shares
|
$9.58 Million
1.86% of portfolio
|
Q3 2025
Reduced 18.35%
|
|