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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9.34K- 10.6% |
$372K - $431K
|
78.8K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.2K- 6.55% |
$486K - $562K
|
174K
$8.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-13.1K- 6.26% |
$523K - $605K
|
197K
$9.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16K- 7.68% |
$639K - $740K
|
193K
$9.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18.4K- 27.33% |
$733K - $848K
|
48.9K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-20.4K- 21.37% |
$814K - $942K
|
75.2K
$3.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-23.4K- 10.1% |
$930K - $1.08M
|
208K
$10.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23.7K- 72.3% |
$944K - $1.09M
|
9.08K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-23.8K- 45.81% |
$948K - $1.1M
|
28.1K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-39.6K- 39.26% |
$1.58M - $1.83M
|
61.2K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-44.2K- 97.77% |
$1.76M - $2.04M
|
1.01K
$49.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-56.4K- 5.28% |
$2.25M - $2.6M
|
1.01M
$49.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-62.1K- 44.63% |
$2.47M - $2.86M
|
77K
$3.76M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-67.6K- 50.38% |
$2.69M - $3.12M
|
66.6K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-71.9K- 39.68% |
$2.86M - $3.32M
|
109K
$5.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-79.4K- 78.05% |
$3.16M - $3.66M
|
22.3K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-112K- 75.39% |
$4.47M - $5.17M
|
36.6K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-282K- 4.96% |
$11.2M - $13M
|
5.39M
$263M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.08M- 84.25% |
$43.2M - $50M
|
203K
$9.9M
|