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 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.56K+ 57.57% |
$71.1K - $80.4K
|
4.26K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.45K+ 5.91% |
$66.2K - $75K
|
26K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.45K+ 15.3% |
$66.1K - $74.8K
|
10.9K
$535K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.37KNew |
$62.7K - $71K
|
1.37K
$67.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.36K+ 582.4% |
$62K - $70.2K
|
1.59K
$78.1K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.2K+ 12.79% |
$54.8K - $62K
|
10.6K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.16K+ 15.93% |
$53K - $60K
|
8.44K
$414K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.15K+ 5.48% |
$52.4K - $59.3K
|
22.1K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.15K+ 572.5% |
$52.3K - $59.2K
|
1.35K
$66K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 27.77% |
$51.3K - $58.1K
|
5.17K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.11KNew |
$50.8K - $57.5K
|
1.11K
$54.6K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.06K+ 1280.72% |
$48.6K - $55K
|
1.15K
$56.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.06K+ 13.26% |
$48.4K - $54.8K
|
9.05K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.04K+ 0.1% |
$47.5K - $53.7K
|
1.01M
$49.5M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
934+ 2.95% |
$42.7K - $48.3K
|
32.6K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
924+ 11.02% |
$42.2K - $47.8K
|
9.31K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
912+ 5.43% |
$41.7K - $47.2K
|
17.7K
$870K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
902+ 12.54% |
$41.2K - $46.7K
|
8.1K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
878+ 8.82% |
$40.1K - $45.4K
|
10.8K
$532K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
850+ 0.86% |
$38.9K - $44K
|
100K
$4.91M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
739+ 13.76% |
$33.8K - $38.2K
|
6.11K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
720+ 12.3% |
$32.9K - $37.2K
|
6.58K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
642New |
$29.4K - $33.2K
|
642
$31.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
619+ 3.11% |
$28.3K - $32K
|
20.5K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
600New |
$27.4K - $31K
|
600
$29.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
596+ 0.89% |
$27.2K - $30.8K
|
67.3K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
594+ 9.01% |
$27.2K - $30.7K
|
7.19K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
554+ 0.87% |
$25.3K - $28.7K
|
64.2K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
538+ 9.31% |
$24.6K - $27.8K
|
6.32K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
530+ 6.77% |
$24.2K - $27.4K
|
8.36K
$410K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
476New |
$21.8K - $24.6K
|
476
$23.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
388New |
$17.7K - $20.1K
|
388
$19K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
388+ 149.23% |
$17.7K - $20.1K
|
648
$31.8K
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
370+ 3.49% |
$16.9K - $19.1K
|
11K
$539K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
366+ 1.06% |
$16.7K - $18.9K
|
35K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
365+ 960.53% |
$16.7K - $18.9K
|
403
$19.8K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
337+ 2.04% |
$15.4K - $17.4K
|
16.8K
$827K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
324+ 0.16% |
$14.8K - $16.8K
|
202K
$9.91M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
305+ 2.35% |
$13.9K - $15.8K
|
13.3K
$653K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300+ 3.62% |
$13.7K - $15.5K
|
8.59K
$422K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
296New |
$13.5K - $15.3K
|
296
$14.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
282+ 0.82% |
$12.9K - $14.6K
|
34.8K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
275+ 4.33% |
$12.6K - $14.2K
|
6.62K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
266New |
$12.2K - $13.8K
|
266
$13.1K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
251+ 4.1% |
$11.5K - $13K
|
6.38K
$313K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
248New |
$11.3K - $12.8K
|
248
$12.2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
243+ 5.52% |
$11.1K - $12.6K
|
4.65K
$228K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
239New |
$10.9K - $12.4K
|
239
$11.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
233+ 0.1% |
$10.7K - $12.1K
|
226K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
229+ 0.71% |
$10.5K - $11.8K
|
32.6K
$1.6M
|