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 |
|---|---|---|---|---|---|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
59,016
shares
|
$3.46 Million
1.01% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
58,209
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
58,018
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
58,015
shares
|
$3.4 Million
1.45% of portfolio
|
Q3 2025
Added 116.96%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
57,285
shares
|
$3.36 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
56,938
shares
|
$3.34 Million
1.08% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
56,513
shares
|
$3.31 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
54,909
shares
|
$3.22 Million
0.1% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
54,807
shares
|
$3.21 Million
0.06% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
54,505
shares
|
$3.2 Million
0.09% of portfolio
|
Q3 2025
Added 1012.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
54,188
shares
|
$3.18 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
53,822
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
53,461
shares
|
$3.14 Million
0.12% of portfolio
|
Q3 2025
Added 111.68%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
53,174
shares
|
$3.12 Million
0.4% of portfolio
|
Q3 2025
Reduced 57.73%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
51,744
shares
|
$3.03 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
50,853
shares
|
$2.98 Million
1.2% of portfolio
|
Q2 2025
Added 55.93%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
49,929
shares
|
$2.93 Million
0.49% of portfolio
|
Q3 2025
Added 114.62%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
49,053
shares
|
$2.88 Million
2.81% of portfolio
|
Q3 2025
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
48,736
shares
|
$2.86 Million
2.18% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
48,725
shares
|
$2.86 Million
1.09% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
48,545
shares
|
$2.85 Million
1.29% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
48,523
shares
|
$2.85 Million
2.23% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
45,962
shares
|
$2.7 Million
2.18% of portfolio
|
Q3 2025
Added 458.6%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
45,713
shares
|
$2.68 Million
1.65% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
43,900
shares
|
$2.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.06%
|
|