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
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-11.4K- 26.62% |
$523K - $591K
|
31.5K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-13.7K- 68.29% |
$628K - $711K
|
6.38K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 62.34% |
$679K - $769K
|
8.98K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15.5K- 32.63% |
$711K - $804K
|
32.1K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-16.1K- 54.5% |
$734K - $831K
|
13.4K
$658K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-17K- 77.05% |
$777K - $879K
|
5.06K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-18.1K- 51.68% |
$828K - $937K
|
16.9K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.4K- 25.06% |
$886K - $1M
|
58K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20K- 10.16% |
$914K - $1.03M
|
177K
$8.67M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-22.4K- 34.77% |
$1.02M - $1.16M
|
42K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.3K- 4.1% |
$1.07M - $1.21M
|
546K
$26.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-23.6K- 14.1% |
$1.08M - $1.22M
|
144K
$7.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-25K- 98.92% |
$1.14M - $1.29M
|
274
$13.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-25.8K- 11.91% |
$1.18M - $1.33M
|
191K
$9.36M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.6K- 59.1% |
$1.21M - $1.37M
|
18.4K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-30.9K- 61.09% |
$1.41M - $1.6M
|
19.7K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-32.5K- 23.81% |
$1.49M - $1.68M
|
104K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-33.2K- 34.96% |
$1.52M - $1.72M
|
61.7K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.3K- 6.09% |
$1.57M - $1.78M
|
529K
$26M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-35.7K- 21.49% |
$1.63M - $1.85M
|
130K
$6.4M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-36.3K- 3.76% |
$1.66M - $1.88M
|
929K
$45.6M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37.1K- 85.55% |
$1.7M - $1.92M
|
6.26K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-37.6K- 32.23% |
$1.72M - $1.94M
|
79K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-40.9K- 48.26% |
$1.87M - $2.12M
|
43.9K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-41.4K- 90.34% |
$1.89M - $2.14M
|
4.43K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43.4K- 4.43% |
$1.99M - $2.25M
|
936K
$46M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-43.6K- 26.92% |
$2M - $2.26M
|
118K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45.4KClosed |
$2.08M - $2.35M
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57.9K- 12.54% |
$2.65M - $2.99M
|
404K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58.1K- 38.35% |
$2.66M - $3.01M
|
93.4K
$4.59M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-61.3K- 86.29% |
$2.8M - $3.17M
|
9.74K
$478K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-63.1K- 75.24% |
$2.88M - $3.26M
|
20.8K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-73.4K- 41.43% |
$3.35M - $3.8M
|
104K
$5.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-82.1K- 17.24% |
$3.76M - $4.25M
|
394K
$19.4M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-96.2K- 66.12% |
$4.4M - $4.98M
|
49.3K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100K- 60.3% |
$4.58M - $5.18M
|
65.9K
$3.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-101K- 38.07% |
$4.63M - $5.24M
|
165K
$8.09M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-112K- 69.21% |
$5.13M - $5.8M
|
49.9K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-116K- 41.7% |
$5.3M - $5.99M
|
162K
$7.96M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-156K- 4.56% |
$7.14M - $8.07M
|
3.27M
$160M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-168K- 93.44% |
$7.69M - $8.7M
|
11.8K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-202K- 8.12% |
$9.25M - $10.5M
|
2.29M
$112M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-241K- 98.24% |
$11M - $12.5M
|
4.31K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-326K- 1.15% |
$14.9M - $16.9M
|
28.1M
$1.38B
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-365K- 90.06% |
$16.7M - $18.9M
|
40.2K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-531K- 55.86% |
$24.3M - $27.5M
|
420K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-764K- 69.22% |
$34.9M - $39.5M
|
339K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-776K- 92.61% |
$35.5M - $40.1M
|
61.9K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.23M- 45.51% |
$56.2M - $63.6M
|
1.47M
$72.3M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.8M- 96.78% |
$220M - $248M
|
160K
$7.85M
|