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 |
|---|---|---|---|---|---|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
159,205
shares
|
$9.34 Million
4.03% of portfolio
|
Q3 2025
Added 80.56%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
156,967
shares
|
$9.21 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
156,031
shares
|
$9.15 Million
0.15% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
155,319
shares
|
$9.11 Million
7.49% of portfolio
|
Q3 2025
Added 92.98%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
151,235
shares
|
$8.87 Million
0.89% of portfolio
|
Q3 2025
Added 125.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
148,021
shares
|
$8.68 Million
0.43% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
145,586
shares
|
$8.54 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
145,586
shares
|
$8.54 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
142,013
shares
|
$8.33 Million
1.13% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
141,144
shares
|
$8.28 Million
1.2% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
138,922
shares
|
$8.15 Million
0.19% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
137,398
shares
|
$8.06 Million
0.05% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
136,129
shares
|
$7.98 Million
4.56% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
133,700
shares
|
$7.84 Million
2.07% of portfolio
|
Q3 2025
Added 55.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
133,366
shares
|
$7.82 Million
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
128,900
shares
|
$7.56 Million
0.01% of portfolio
|
Q3 2025
Added 1001.71%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
128,287
shares
|
$7.52 Million
2.95% of portfolio
|
Q3 2025
Reduced 23.98%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
124,695
shares
|
$7.31 Million
0.2% of portfolio
|
Q3 2025
Added 80.89%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
120,442
shares
|
$7.06 Million
1.28% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
118,404
shares
|
$6.94 Million
0.11% of portfolio
|
Q1 2024
Added 9.55%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
117,638
shares
|
$6.9 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Client First Capital LLC
|
Nov 05, 2025 Q3 2025 |
115,067
shares
|
$6.75 Million
3.08% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
109,810
shares
|
$6.44 Million
2.13% of portfolio
|
Q3 2025
Added 107.13%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
107,683
shares
|
$6.32 Million
0.36% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
107,416
shares
|
$6.3 Million
0.03% of portfolio
|
Q3 2025
Added 580.41%
|
|