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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,800
shares
|
$114,930
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,658
shares
|
$105,863
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,600
shares
|
$102,160
0.0% of portfolio
|
Q4 2024
Added 1900.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,500
shares
|
$95,775
0.0% of portfolio
|
Q3 2022
Reduced 39.15%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,475
shares
|
$94,178
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
1,454
shares
|
$92,837
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,345
shares
|
$85,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,321
shares
|
$84,345
0.0% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,266
shares
|
$80,834
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,162
shares
|
$74,193
0.0% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,135
shares
|
$72,469
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
1,070
shares
|
$68,319
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,020
shares
|
$65,127
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,009
shares
|
$64,424
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,000
shares
|
$63,850
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$63,850
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$63,850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
971
shares
|
$61,998
0.01% of portfolio
|
Q1 2019
Reduced 19.82%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
958
shares
|
$61,168
0.03% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
838
shares
|
$53,506
0.01% of portfolio
|
Q2 2025
Added 103.89%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
692
shares
|
$44,184
0.02% of portfolio
|
Q4 2024
Reduced 44.86%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
587
shares
|
$37,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
534
shares
|
$34,095
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
531
shares
|
$33,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
522
shares
|
$33,329
0.0% of portfolio
|
Q3 2019
New holding
|