Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.47MNew |
$58.7M - $68M
|
1.47M
$72M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.21M+ 29.5% |
$48.1M - $55.7M
|
5.3M
$259M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.21M+ 29.5% |
$48.1M - $55.7M
|
5.3M
$259M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
727KNew |
$28.9M - $33.5M
|
727K
$35.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
596K+ 868.34% |
$23.7M - $27.5M
|
664K
$32.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
594KNew |
$23.7M - $27.4M
|
594K
$29M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
587K+ 4253.29% |
$23.4M - $27.1M
|
601K
$29.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
488K+ 47.23% |
$19.4M - $22.5M
|
1.52M
$74.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
449K+ 6.61% |
$17.9M - $20.7M
|
7.24M
$353M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
399K+ 19.91% |
$15.9M - $18.4M
|
2.4M
$117M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
382KNew |
$15.2M - $17.6M
|
382K
$18.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
362K+ 142.3% |
$14.4M - $16.7M
|
616K
$30.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
316K+ 8.84% |
$12.6M - $14.6M
|
3.89M
$190M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
292K+ 818.81% |
$11.6M - $13.5M
|
327K
$16M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
267K+ 95.2% |
$10.6M - $12.3M
|
547K
$26.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
260KNew |
$10.4M - $12M
|
260K
$12.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
223K+ 20.64% |
$8.9M - $10.3M
|
1.31M
$63.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
219K+ 79.87% |
$8.74M - $10.1M
|
494K
$24.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
206K+ 697.49% |
$8.19M - $9.48M
|
235K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
188K+ 7.66% |
$7.51M - $8.69M
|
2.65M
$129M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
155KNew |
$6.19M - $7.16M
|
155K
$7.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
151K+ 20.85% |
$6.02M - $6.97M
|
875K
$42.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
141KNew |
$5.62M - $6.5M
|
141K
$6.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
131K+ 18.56% |
$5.2M - $6.02M
|
834K
$40.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
118K+ 16.77% |
$4.7M - $5.44M
|
822K
$40.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 43.12% |
$4.3M - $4.98M
|
358K
$17.5M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
87KNew |
$3.47M - $4.01M
|
87K
$4.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.2K+ 30.66% |
$3.36M - $3.89M
|
359K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
71.5KNew |
$2.85M - $3.3M
|
71.5K
$3.49M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.1K+ 37.9% |
$2.75M - $3.19M
|
251K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67.4K+ 16.99% |
$2.68M - $3.11M
|
464K
$22.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
65.3KNew |
$2.6M - $3.01M
|
65.3K
$3.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Client First Capital LLC
|
BUY
|
- |
64KNew |
$2.55M - $2.95M
|
64K
$3.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
63.5K+ 81.72% |
$2.53M - $2.93M
|
141K
$6.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60.7K+ 7.0% |
$2.42M - $2.8M
|
928K
$45.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
60.5K+ 64.94% |
$2.41M - $2.79M
|
154K
$7.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
58.4K+ 24.75% |
$2.32M - $2.69M
|
294K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.2KNew |
$2.12M - $2.46M
|
53.2K
$2.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
52.1K+ 20.21% |
$2.08M - $2.4M
|
310K
$15.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
49.2K+ 33.48% |
$1.96M - $2.27M
|
196K
$9.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
47.3K+ 301.14% |
$1.88M - $2.18M
|
63K
$3.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47.1K+ 935.12% |
$1.88M - $2.17M
|
52.1K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
43KNew |
$1.71M - $1.98M
|
43K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.9K+ 6.14% |
$1.67M - $1.93M
|
724K
$35.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.6K+ 3.18% |
$1.62M - $1.87M
|
1.32M
$64.2M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
40.3KNew |
$1.6M - $1.86M
|
40.3K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39K+ 1.38% |
$1.56M - $1.8M
|
2.88M
$140M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38KNew |
$1.51M - $1.75M
|
38K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
36.4K+ 53.82% |
$1.45M - $1.68M
|
104K
$5.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.8K+ 7.56% |
$1.35M - $1.56M
|
481K
$23.5M
|