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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,252
shares
|
$335,340
0.03% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
5,208
shares
|
$332,530
0.05% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
5,208
shares
|
$332,530
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
5,139
shares
|
$328,125
0.09% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
5,125
shares
|
$327,231
0.0% of portfolio
|
Q2 2025
Added 166.23%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
5,100
shares
|
$325,635
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$319,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
4,905
shares
|
$313,184
0.06% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
4,837
shares
|
$308,842
0.01% of portfolio
|
Q2 2025
Reduced 86.05%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
4,835
shares
|
$308,714
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,760
shares
|
$303,926
0.01% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,729
shares
|
$301,946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,711
shares
|
$300,797
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
4,559
shares
|
$291,092
0.12% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
4,502
shares
|
$287,452
0.1% of portfolio
|
Q1 2025
Reduced 51.64%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,416
shares
|
$281,961
0.06% of portfolio
|
Q1 2023
Reduced 14.98%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,298
shares
|
$274,427
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
4,275
shares
|
$272,958
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
4,234
shares
|
$270,340
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,215
shares
|
$269,127
0.0% of portfolio
|
Q2 2025
Added 37.52%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
4,108
shares
|
$262,295
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,013
shares
|
$256,230
0.01% of portfolio
|
Q1 2025
Reduced 39.22%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,000
shares
|
$255,400
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
3,970
shares
|
$253,484
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,924
shares
|
$250,547
0.01% of portfolio
|
Q2 2025
New holding
|