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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
105,818
shares
|
$6.21 Million
0.03% of portfolio
|
Q3 2025
Added 602.83%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
103,841
shares
|
$6.09 Million
0.5% of portfolio
|
Q3 2025
Added 91.25%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
103,611
shares
|
$6.08 Million
0.33% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
103,493
shares
|
$6.07 Million
1.51% of portfolio
|
Q3 2025
Added 78.15%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
102,975
shares
|
$6.04 Million
2.33% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
102,357
shares
|
$6 Million
0.15% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
100,374
shares
|
$5.89 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
99,227
shares
|
$5.82 Million
0.03% of portfolio
|
Q3 2025
Added 31.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
99,138
shares
|
$5.81 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
97,291
shares
|
$5.71 Million
0.26% of portfolio
|
Q3 2025
Added 105.49%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
96,922
shares
|
$5.68 Million
1.29% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
94,071
shares
|
$5.52 Million
1.1% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
93,912
shares
|
$5.51 Million
0.14% of portfolio
|
Q3 2025
Added 68.39%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
92,167
shares
|
$5.41 Million
3.63% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
90,602
shares
|
$5.31 Million
0.02% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
88,289
shares
|
$5.18 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
85,867
shares
|
$5.04 Million
0.21% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
85,308
shares
|
$5 Million
0.17% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
83,883
shares
|
$4.92 Million
0.61% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
83,827
shares
|
$4.92 Million
1.58% of portfolio
|
Q2 2025
Added 142.08%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
83,556
shares
|
$4.9 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
82,407
shares
|
$4.83 Million
1.01% of portfolio
|
Q3 2025
Reduced 66.42%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
81,872
shares
|
$4.8 Million
0.02% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
81,163
shares
|
$4.76 Million
0.33% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Nov 13, 2025 Q3 2025 |
80,835
shares
|
$4.74 Million
3.33% of portfolio
|
Q2 2025
Added 3.93%
|
|