Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q1 2025. 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 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.29M+ 212.9% |
$105M - $118M
|
3.36M
$166M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.42M+ 130.24% |
$64.8M - $73.3M
|
2.51M
$124M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19M+ 225.92% |
$54.5M - $61.7M
|
1.72M
$84.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.16M+ 1122.26% |
$53.2M - $60.2M
|
1.27M
$62.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.09M+ 140.43% |
$49.9M - $56.4M
|
1.87M
$92M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.04M+ 17727.94% |
$47.5M - $53.7M
|
1.04M
$51.5M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
850K+ 79.72% |
$38.8M - $43.9M
|
1.92M
$94.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
847K+ 8.67% |
$38.7M - $43.8M
|
10.6M
$524M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
480K+ 41.73% |
$22M - $24.8M
|
1.63M
$80.4M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
358K+ 32.75% |
$16.4M - $18.5M
|
1.45M
$71.5M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
349KNew |
$15.9M - $18M
|
349K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
331KNew |
$15.1M - $17.1M
|
331K
$16.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
306K+ 37.17% |
$14M - $15.8M
|
1.13M
$55.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
282K+ 792.46% |
$12.9M - $14.6M
|
318K
$15.7M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
259K+ 606.42% |
$11.8M - $13.4M
|
301K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
240K+ 1414.89% |
$11M - $12.4M
|
257K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
235KNew |
$10.7M - $12.2M
|
235K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
212K+ 24.64% |
$9.71M - $11M
|
1.07M
$52.9M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
207KNew |
$9.46M - $10.7M
|
207K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
207K+ 5.13% |
$9.46M - $10.7M
|
4.24M
$209M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
171K+ 2.46% |
$7.84M - $8.87M
|
7.14M
$352M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
170K+ 46.85% |
$7.77M - $8.79M
|
532K
$26.2M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
168KNew |
$7.69M - $8.7M
|
168K
$8.29M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149K+ 444.58% |
$6.83M - $7.72M
|
183K
$9.01M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
127K+ 1902.14% |
$5.8M - $6.57M
|
134K
$6.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
121KNew |
$5.53M - $6.26M
|
121K
$5.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
116KNew |
$5.31M - $6.01M
|
116K
$5.73M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
109K+ 117.57% |
$4.98M - $5.63M
|
201K
$9.93M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
104KNew |
$4.75M - $5.38M
|
104K
$5.12M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
99.1K+ 54.59% |
$4.53M - $5.13M
|
281K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
98.8KNew |
$4.52M - $5.11M
|
98.8K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
98.2K+ 417.81% |
$4.49M - $5.08M
|
122K
$6M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
91.5KNew |
$4.18M - $4.73M
|
91.5K
$4.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
88.1KNew |
$4.03M - $4.56M
|
88.1K
$4.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86.9K+ 51.46% |
$3.97M - $4.49M
|
256K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
77.8KNew |
$3.56M - $4.02M
|
77.8K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.9K+ 107.72% |
$3.52M - $3.98M
|
148K
$7.31M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
76.6K+ 16.79% |
$3.5M - $3.96M
|
533K
$26.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.7K+ 879.06% |
$3.46M - $3.91M
|
84.3K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74K+ 10.72% |
$3.38M - $3.83M
|
764K
$37.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
73.8K+ 507.32% |
$3.37M - $3.82M
|
88.3K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63.9K+ 41.47% |
$2.92M - $3.3M
|
218K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
61.1K+ 482.31% |
$2.79M - $3.16M
|
73.8K
$3.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
61K+ 5.19% |
$2.79M - $3.16M
|
1.24M
$60.9M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
56.7K+ 112.01% |
$2.59M - $2.93M
|
107K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
54.4KNew |
$2.49M - $2.81M
|
54.4K
$2.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
53.7K+ 31.91% |
$2.45M - $2.78M
|
222K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
53.6K+ 11.19% |
$2.45M - $2.77M
|
532K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50.3K+ 3.03% |
$2.3M - $2.6M
|
1.71M
$84.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50K+ 98.88% |
$2.29M - $2.59M
|
101K
$4.96M
|