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 227 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $425 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,212
shares
|
$524,336
0.01% of portfolio
|
Q3 2023
Added 0.28%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
7,855
shares
|
$501,541
0.38% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
7,631
shares
|
$487,239
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,500
shares
|
$478,875
0.01% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
7,486
shares
|
$477,981
0.03% of portfolio
|
Q3 2024
Reduced 40.92%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
7,355
shares
|
$469,616
0.02% of portfolio
|
Q2 2025
Reduced 18.95%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
7,345
shares
|
$468,978
0.27% of portfolio
|
Q1 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,297
shares
|
$465,913
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
7,274
shares
|
$464,444
0.33% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
7,039
shares
|
$449,440
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
6,981
shares
|
$445,736
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,952
shares
|
$443,885
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,945
shares
|
$443,438
0.05% of portfolio
|
Q2 2019
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
6,944
shares
|
$443,374
0.13% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,884
shares
|
$439,543
0.0% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,614
shares
|
$422,303
0.19% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
6,557
shares
|
$418,664
0.06% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
6,491
shares
|
$414,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,323
shares
|
$403,723
0.01% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
6,002
shares
|
$383,227
0.0% of portfolio
|
Q2 2025
Reduced 28.21%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
5,900
shares
|
$376,715
0.1% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,616
shares
|
$358,581
0.03% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
5,536
shares
|
$353,473
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,525
shares
|
$352,771
0.09% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5,388
shares
|
$344,023
0.25% of portfolio
|
Q4 2023
New holding
|