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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
43,296
shares
|
$2.54 Million
0.08% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
43,277
shares
|
$2.54 Million
0.24% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
42,958
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
42,778
shares
|
$2.51 Million
1.61% of portfolio
|
Q3 2025
Added 21.86%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
41,607
shares
|
$2.44 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
40,682
shares
|
$2.39 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
40,377
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
39,560
shares
|
$2.32 Million
1.65% of portfolio
|
Q3 2025
Added 108.05%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
39,399
shares
|
$2.31 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
38,695
shares
|
$2.27 Million
0.32% of portfolio
|
Q3 2025
Added 125.17%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
38,617
shares
|
$2.26 Million
1.37% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
38,568
shares
|
$2.26 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
38,424
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 22.78%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
37,552
shares
|
$2.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
37,483
shares
|
$2.2 Million
1.29% of portfolio
|
Q3 2025
Added 91.38%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
37,403
shares
|
$2.19 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
37,083
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
36,847
shares
|
$2.16 Million
0.16% of portfolio
|
Q3 2025
Added 136.67%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
36,742
shares
|
$2.15 Million
0.54% of portfolio
|
Q3 2025
Added 54.69%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
36,312
shares
|
$2.13 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
35,966
shares
|
$2.11 Million
0.49% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
35,220
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,379
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
34,325
shares
|
$2.01 Million
0.16% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
34,311
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Added 75.47%
|
|