Institutional Ownership Invesco ETF Tr Ii S&P Global W (CGW)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Global W (CGW). We have compiled data on the 211 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $413 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,003
shares
|
$563,227
0.0% of portfolio
|
Q3 2023
Reduced 60.7%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,000
shares
|
$563,040
0.0% of portfolio
|
Q1 2023
Reduced 0.06%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
8,400
shares
|
$525,504
0.06% of portfolio
|
Q2 2023
Added 5.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,383
shares
|
$524,440
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,360
shares
|
$523,001
0.0% of portfolio
|
Q1 2025
Added 22.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,239
shares
|
$515,431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,212
shares
|
$513,742
0.01% of portfolio
|
Q3 2023
Added 0.28%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,855
shares
|
$491,408
0.36% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,628
shares
|
$477,207
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,500
shares
|
$469,200
0.01% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
7,486
shares
|
$468,324
0.03% of portfolio
|
Q3 2024
Reduced 40.92%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
7,345
shares
|
$459,503
0.27% of portfolio
|
Q1 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,297
shares
|
$456,500
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
7,274
shares
|
$455,061
0.33% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
7,257
shares
|
$453,997
0.14% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,106
shares
|
$444,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,952
shares
|
$434,917
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,945
shares
|
$434,479
0.05% of portfolio
|
Q2 2019
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,884
shares
|
$430,663
0.0% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,614
shares
|
$413,771
0.19% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
6,557
shares
|
$410,205
0.06% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
6,491
shares
|
$406,076
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,323
shares
|
$395,566
0.01% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,186
shares
|
$386,996
0.0% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
5,900
shares
|
$369,104
0.1% of portfolio
|
Q3 2024
Reduced 14.49%
|