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 210 institutions that hold shares in the stock, with a total of 6.54 Million shares, which have been reported (via 13F filing form) to have a value of $401 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,107
shares
|
$67,914
0.0% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,050
shares
|
$64,417
0.0% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
1,009
shares
|
$61,902
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,000
shares
|
$61,350
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,000
shares
|
$61,350
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
971
shares
|
$59,570
0.01% of portfolio
|
Q1 2019
Reduced 19.82%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
963
shares
|
$59,080
0.02% of portfolio
|
Q1 2025
Reduced 45.38%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
958
shares
|
$58,773
0.03% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
886
shares
|
$54,356
0.0% of portfolio
|
Q4 2024
Added 82.3%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
814
shares
|
$49,938
0.0% of portfolio
|
Q3 2022
Reduced 12.38%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
692
shares
|
$42,454
0.02% of portfolio
|
Q4 2024
Reduced 44.86%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
615
shares
|
$37,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
534
shares
|
$32,760
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
531
shares
|
$32,576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
522
shares
|
$32,024
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
515
shares
|
$31,595
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
508
shares
|
$31,165
0.02% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
500
shares
|
$30,675
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
500
shares
|
$30,675
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
500
shares
|
$30,675
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
425
shares
|
$26,073
0.0% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
411
shares
|
$25,214
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
406
shares
|
$24,908
0.0% of portfolio
|
Q4 2024
Added 107.14%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
402
shares
|
$24,662
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
400
shares
|
$24,540
0.02% of portfolio
|
Q4 2024
New holding
|