Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.23M+ 22.23% |
$45.7M - $52.2M
|
6.79M
$345M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.03MNew |
$38.2M - $43.7M
|
1.03M
$52.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
573K+ 30.38% |
$21.2M - $24.2M
|
2.46M
$125M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
525K+ 70.08% |
$19.4M - $22.2M
|
1.27M
$64.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
478KNew |
$17.7M - $20.2M
|
478K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
386KNew |
$14.3M - $16.3M
|
386K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
353K+ 37.71% |
$13M - $14.9M
|
1.29M
$65.4M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
317KNew |
$11.7M - $13.4M
|
317K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
265K+ 2582.79% |
$9.79M - $11.2M
|
275K
$14M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
262K+ 59.33% |
$9.7M - $11.1M
|
704K
$35.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
235K+ 13.3% |
$8.7M - $9.94M
|
2M
$102M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
231KNew |
$8.56M - $9.78M
|
231K
$11.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
222K+ 25.86% |
$8.23M - $9.4M
|
1.08M
$55M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
222K+ 26.24% |
$8.21M - $9.38M
|
1.07M
$54.2M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
201KNew |
$7.45M - $8.51M
|
201K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
174K+ 34.28% |
$6.45M - $7.37M
|
683K
$34.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
157KNew |
$5.81M - $6.64M
|
157K
$7.98M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
150K+ 464.03% |
$5.55M - $6.34M
|
182K
$9.26M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
147K+ 705.74% |
$5.43M - $6.2M
|
167K
$8.5M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
139KNew |
$5.15M - $5.88M
|
139K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
138K+ 1266.39% |
$5.1M - $5.83M
|
149K
$7.55M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
132K+ 22.37% |
$4.9M - $5.6M
|
724K
$36.8M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104K+ 61.28% |
$3.86M - $4.41M
|
275K
$14M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 2.6% |
$3.83M - $4.38M
|
4.09M
$208M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 2.6% |
$3.83M - $4.38M
|
4.09M
$208M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
103K+ 3.77% |
$3.81M - $4.35M
|
2.84M
$144M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
102K+ 66.77% |
$3.77M - $4.31M
|
254K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
102KNew |
$3.76M - $4.3M
|
102K
$5.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
99.6KNew |
$3.69M - $4.21M
|
99.6K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
95.6KNew |
$3.54M - $4.04M
|
95.6K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
82.7K+ 584.49% |
$3.06M - $3.5M
|
96.9K
$4.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
77.4K+ 9.8% |
$2.86M - $3.27M
|
867K
$44M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.3K+ 20.89% |
$2.86M - $3.27M
|
448K
$22.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.3K+ 43.02% |
$2.79M - $3.18M
|
250K
$12.7M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
71.4K+ 60.36% |
$2.64M - $3.02M
|
190K
$9.64M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
71.4K+ 944.45% |
$2.64M - $3.02M
|
78.9K
$4.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
67.7KNew |
$2.5M - $2.86M
|
67.7K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
67.3KNew |
$2.49M - $2.85M
|
67.3K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
65.7K+ 19.86% |
$2.43M - $2.78M
|
397K
$20.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
63.5KNew |
$2.35M - $2.69M
|
63.5K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59K+ 39.0% |
$2.18M - $2.49M
|
210K
$10.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.9K+ 25.47% |
$2.11M - $2.41M
|
280K
$14.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
55.2KNew |
$2.04M - $2.33M
|
55.2K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
54.4KNew |
$2.01M - $2.3M
|
54.4K
$2.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
52.4KNew |
$1.94M - $2.22M
|
52.4K
$2.66M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51.6K+ 57.37% |
$1.91M - $2.18M
|
142K
$7.19M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
48.1K+ 48.61% |
$1.78M - $2.03M
|
147K
$7.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43.1K+ 56.55% |
$1.6M - $1.82M
|
119K
$6.06M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
42K+ 1321.21% |
$1.56M - $1.78M
|
45.2K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
37.5K+ 17.27% |
$1.39M - $1.58M
|
254K
$12.9M
|