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 434 institutions that hold shares in the stock, with a total of 71.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
17,507
shares
|
$903,711
0.22% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
17,498
shares
|
$903,246
0.17% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
17,164
shares
|
$886,005
0.03% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
17,020
shares
|
$878,572
0.35% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
16,932
shares
|
$874,029
0.53% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
16,669
shares
|
$860,453
0.39% of portfolio
|
Q3 2024
Reduced 27.71%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
16,457
shares
|
$849,510
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
16,339
shares
|
$843,419
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
16,087
shares
|
$830,410
0.2% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
15,699
shares
|
$810,382
0.2% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
15,561
shares
|
$803,258
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,199
shares
|
$784,572
0.05% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
15,070
shares
|
$777,913
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,956
shares
|
$772,028
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
14,931
shares
|
$770,738
0.04% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
14,712
shares
|
$759,433
0.34% of portfolio
|
Q3 2024
Added 36.53%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
14,642
shares
|
$755,820
0.03% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
14,572
shares
|
$752,206
0.02% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
14,540
shares
|
$750,554
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,433
shares
|
$745,031
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
14,352
shares
|
$740,850
0.02% of portfolio
|
Q3 2024
Added 195.31%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
13,968
shares
|
$721,028
0.11% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
13,836
shares
|
$714,214
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,809
shares
|
$712,820
0.01% of portfolio
|
Q3 2024
Reduced 34.77%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
13,485
shares
|
$696,095
0.05% of portfolio
|
Q3 2024
Reduced 6.27%
|