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 587 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
86,187
shares
|
$4.88 Million
1.35% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
84,042
shares
|
$4.76 Million
0.91% of portfolio
|
Q2 2025
Added 54.61%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
83,856
shares
|
$4.75 Million
0.91% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
83,827
shares
|
$4.75 Million
1.58% of portfolio
|
Q2 2025
Added 142.08%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
81,722
shares
|
$4.63 Million
2.35% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
81,137
shares
|
$4.6 Million
0.58% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Aug 13, 2025 Q2 2025 |
80,835
shares
|
$4.58 Million
3.37% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
80,485
shares
|
$4.56 Million
4.0% of portfolio
|
Q2 2025
Added 69.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
80,351
shares
|
$4.55 Million
0.17% of portfolio
|
Q2 2025
Added 37.02%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
79,866
shares
|
$4.52 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
77,821
shares
|
$4.41 Million
0.77% of portfolio
|
Q2 2025
Added 59.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
76,696
shares
|
$4.34 Million
0.1% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
76,676
shares
|
$4.34 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
75,299
shares
|
$4.27 Million
0.03% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
75,189
shares
|
$4.26 Million
0.74% of portfolio
|
Q2 2025
Added 52.58%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
74,736
shares
|
$4.23 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
73,459
shares
|
$4.16 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
73,058
shares
|
$4.14 Million
1.12% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
71,382
shares
|
$4.04 Million
0.01% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
68,936
shares
|
$3.91 Million
0.11% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
68,298
shares
|
$3.87 Million
1.9% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
67,962
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 57.5%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
67,088
shares
|
$3.8 Million
0.51% of portfolio
|
Q2 2025
Added 91.2%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
66,551
shares
|
$3.77 Million
0.11% of portfolio
|
Q2 2025
Added 66.85%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
66,446
shares
|
$3.76 Million
0.05% of portfolio
|
Q2 2025
Added 3.43%
|