XLG · Insider trading · 13F holders · Congress trades
Invesco Exchange Traded Fd T (XLG)
Who is buying and selling XLG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 96
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
XLG at a glance
- No open-market insider purchases or sales of XLG were filed in the last 90 days.
- 96 13F filers hold XLG among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Demars Financial Group, LLC (13.4%), Polaris Financial Partners (9.6%) and Cedar Wealth Management, LLC (9.3%). In their latest 13Fs, 0 managers opened a new position and 19 added to one.
- No member of Congress has disclosed a trade in XLG.
XLG insider trading
No open-market insider purchases or sales of XLG were filed in the last 90 days.
Who owns XLG? Hedge funds and superinvestors
96 13F filers hold XLG among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Demars Financial Group, LLC (13.4%), Polaris Financial Partners (9.6%) and Cedar Wealth Management, LLC (9.3%). In their latest 13Fs, 0 managers opened a new position and 19 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Principle Wealth Partners LLCWealth manager | 7.8% | $158.8M | 2,592,959 | +1.6% shares | Q2 2026 |
| Johnson Financial Group, Inc.Wealth manager | 4.5% | $138.1M | 2,255,508 | +8.9% shares | Q2 2026 |
| Means Investment Co., Inc.Wealth manager | 7.5% | $99.5M | 1,624,685 | +3.9% shares | Q2 2026 |
| Bogart Wealth, LLCWealth manager | 2.4% | $68.6M | 1,120,730 | +2.0% shares | Q2 2026 |
| Clearstead Advisors, LLCWealth manager | 0.5% | $53.0M | 865,654 | — | Q2 2026 |
| Demars Financial Group, LLCWealth manager | 13.4% | $51.2M | 804,452 | +3.6% shares | Q3 2026 |
| One Capital Management, LLCWealth manager | 1.1% | $38.5M | 704,917 | +0.0% shares | Q2 2026 |
| Cedar Wealth Management, LLCWealth manager | 9.3% | $36.0M | 588,062 | +1.0% shares | Q2 2026 |
| Quattro Financial Advisors LLCHedge fund | 6.4% | $30.7M | 482,543 | +42.8% shares | Q3 2026 |
| Core Wealth Advisors, Inc.Wealth manager | 5.0% | $24.6M | 402,306 | +3.2% shares | Q2 2026 |
| Polaris Financial PartnersWealth manager | 9.6% | $21.4M | 333,977 | — | Q3 2026 |
| Tulsa Wealth Advisors, INCWealth manager | 2.8% | $20.0M | 326,731 | -29.1% shares | Q2 2026 |
| Segment Wealth Management, LLCWealth manager | 1.0% | $19.7M | 308,926 | +1.0% shares | Q3 2026 |
| Cyr Financial Inc.Wealth manager | 8.9% | $18.3M | 287,091 | +7.6% shares | Q3 2026 |
| Gladstone Institutional Advisory LLCWealth manager | 0.5% | $16.9M | 276,809 | -4.1% shares | Q2 2026 |
| Fiduciary Financial AdvisorsWealth manager | 1.7% | $16.9M | 275,854 | — | Q2 2026 |
| Altfest L J & Co IncInvestment manager | 1.7% | $16.7M | 262,096 | — | Q3 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.Asset manager | 1.9% | $16.5M | 268,713 | +6.2% shares | Q2 2026 |
| Green Ridge Wealth Planning LLCWealth manager | 5.6% | $14.0M | 220,635 | -3.5% shares | Q3 2026 |
| Thoroughbred Financial Services, LLCWealth manager | 0.6% | $13.5M | 221,021 | -3.5% shares | Q2 2026 |
| Centaurus Financial, Inc.Wealth manager | 0.5% | $12.9M | 210,983 | -2.2% shares | Q2 2026 |
| Estate Planners Group, LLCWealth manager | 5.8% | $12.8M | 208,582 | +2.0% shares | Q2 2026 |
| JSF Financial, LLCWealth manager | 1.9% | $12.2M | 192,540 | +3.0% shares | Q3 2026 |
| KPP Advisory Services LLCWealth manager | 2.0% | $11.7M | 184,148 | +6.0% shares | Q3 2026 |
| Lighthouse Financial Services Inc /advWealth manager | 2.3% | $10.8M | 176,958 | +2.3% shares | Q2 2026 |
| Vision Retirement, LLCWealth manager | 2.6% | $10.7M | 174,996 | +2.6% shares | Q2 2026 |
| Precedent Wealth Partners, LLCWealth manager | 1.6% | $10.6M | 166,637 | -3.9% shares | Q3 2026 |
| Flagship Wealth Advisors, LLCWealth manager | 1.9% | $8.3M | 135,600 | +176.3% shares | Q2 2026 |
| Ashton Thomas Securities, LLCWealth manager | 0.8% | $7.9M | 123,973 | +0.7% shares | Q3 2026 |
| PMG Wealth Management, Inc.Wealth manager | 4.8% | $7.7M | 125,829 | -0.4% shares | Q2 2026 |
The 30 largest of 96 positions, by value. Each manager counts with its latest 13F (Q3 2026: 52, Q2 2026: 43, Q1 2026: 1). Screen XLG in the grand portfolio →
XLG stock trades by members of Congress
No member of Congress has disclosed a trade in XLG.
XLG questions and answers
Are insiders buying XLG stock?
No open-market insider purchases or sales of XLG were filed in the last 90 days.
Which hedge funds own XLG?
96 13F filers hold XLG among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Demars Financial Group, LLC (13.4%), Polaris Financial Partners (9.6%) and Cedar Wealth Management, LLC (9.3%). In their latest 13Fs, 0 managers opened a new position and 19 added to one.
Has Congress traded XLG?
No member of Congress has disclosed a trade in XLG.
Who is the largest holder of XLG?
Among 13F filers, Principle Wealth Partners LLC reports the largest XLG position, $158.8M (2,592,959 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Demars Financial Group, LLC's: 13.4% of its portfolio.
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