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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
211,233
shares
|
$12.4 Million
0.07% of portfolio
|
Q4 2024
Added 105.38%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
209,932
shares
|
$12.3 Million
2.66% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
174,451
shares
|
$10.2 Million
0.08% of portfolio
|
Q3 2025
Added 45.97%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
170,686
shares
|
$10 Million
2.2% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
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%
|
|
|
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%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
162,216
shares
|
$9.51 Million
0.27% of portfolio
|
Q3 2025
Added 143.75%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
162,077
shares
|
$9.51 Million
0.02% of portfolio
|
Q3 2025
Added 50.96%
|
|