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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
80,409
shares
|
$4.72 Million
2.83% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
80,372
shares
|
$4.71 Million
2.3% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
76,696
shares
|
$4.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
76,571
shares
|
$4.49 Million
0.17% of portfolio
|
Q3 2025
Added 1816.19%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
75,735
shares
|
$4.44 Million
0.78% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
74,782
shares
|
$4.39 Million
0.01% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
74,285
shares
|
$4.36 Million
1.98% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
72,608
shares
|
$4.26 Million
0.8% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
72,229
shares
|
$4.24 Million
1.64% of portfolio
|
Q3 2025
Added 101.25%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
71,828
shares
|
$4.21 Million
1.78% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
69,196
shares
|
$4.06 Million
1.02% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
68,590
shares
|
$4.02 Million
1.73% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
67,630
shares
|
$3.97 Million
2.7% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
66,871
shares
|
$3.92 Million
3.74% of portfolio
|
Q3 2025
Added 22.15%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
66,322
shares
|
$3.89 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
66,322
shares
|
$3.89 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
65,271
shares
|
$3.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
64,897
shares
|
$3.81 Million
1.67% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
64,080
shares
|
$3.76 Million
0.14% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
63,209
shares
|
$3.71 Million
2.15% of portfolio
|
Q3 2025
Added 104.32%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
61,636
shares
|
$3.61 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
61,586
shares
|
$3.61 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
61,319
shares
|
$3.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 17.95%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
59,775
shares
|
$3.51 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
59,426
shares
|
$3.49 Million
2.12% of portfolio
|
Q3 2025
Added 64.02%
|
|