Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
989K+ 25.42% |
$42.1M - $47.4M
|
4.88M
$240M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
800KNew |
$34M - $38.4M
|
800K
$39.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
742K+ 10.25% |
$31.6M - $35.6M
|
7.98M
$392M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
611K+ 558.92% |
$26M - $29.3M
|
720K
$35.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
438K+ 16.56% |
$18.7M - $21M
|
3.09M
$151M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
384K+ 7.24% |
$16.3M - $18.4M
|
5.68M
$279M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
336K+ 69.71% |
$14.3M - $16.1M
|
817K
$40.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
266K+ 30.39% |
$11.3M - $12.8M
|
1.14M
$56M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
249K+ 122.9% |
$10.6M - $12M
|
452K
$22.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
213K+ 13.98% |
$9.04M - $10.2M
|
1.73M
$85.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
201K+ 27.73% |
$8.55M - $9.64M
|
925K
$45.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
174K+ 28.87% |
$7.38M - $8.33M
|
775K
$38M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
158K+ 19.29% |
$6.74M - $7.6M
|
980K
$48.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
158K+ 17.0% |
$6.71M - $7.56M
|
1.09M
$53.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
146K+ 22.01% |
$6.22M - $7.01M
|
810K
$39.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
137K+ 29.57% |
$5.84M - $6.58M
|
601K
$29.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
132K+ 822.3% |
$5.62M - $6.34M
|
148K
$7.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
122K+ 1464.14% |
$5.17M - $5.83M
|
130K
$6.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
117K+ 32.49% |
$4.96M - $5.59M
|
476K
$23.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
112K+ 13.4% |
$4.76M - $5.36M
|
946K
$46.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
110KNew |
$4.7M - $5.3M
|
110K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
96.4KNew |
$4.1M - $4.63M
|
96.4K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
91.2KNew |
$3.88M - $4.37M
|
91.2K
$4.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
83.3K+ 13.51% |
$3.54M - $4M
|
700K
$34.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
80.2KNew |
$3.41M - $3.85M
|
80.2K
$3.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
73.8K+ 84.76% |
$3.14M - $3.54M
|
161K
$7.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
73.5K+ 110.37% |
$3.13M - $3.53M
|
140K
$6.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
71.1K+ 24.18% |
$3.03M - $3.41M
|
365K
$17.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
70.6KNew |
$3M - $3.39M
|
70.6K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.3K+ 342.35% |
$2.9M - $3.27M
|
88.2K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
66.5KNew |
$2.83M - $3.19M
|
66.5K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
66K+ 61.61% |
$2.81M - $3.17M
|
173K
$8.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
61.7K+ 1279.97% |
$2.62M - $2.96M
|
66.5K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
60.8K+ 286.58% |
$2.59M - $2.92M
|
82K
$4.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
60.4K+ 14.71% |
$2.57M - $2.9M
|
471K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
58.9K+ 11.91% |
$2.5M - $2.82M
|
553K
$27.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.5K+ 14.1% |
$2.15M - $2.42M
|
409K
$20.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
48K+ 20.43% |
$2.04M - $2.3M
|
283K
$13.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
45.5K+ 24.32% |
$1.93M - $2.18M
|
232K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.1K+ 3.2% |
$1.79M - $2.02M
|
1.36M
$66.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
38.3K+ 130.43% |
$1.63M - $1.84M
|
67.7K
$3.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
38KNew |
$1.61M - $1.82M
|
38K
$1.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
37.9KNew |
$1.61M - $1.82M
|
37.9K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.7K+ 14.59% |
$1.56M - $1.76M
|
288K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36.6K+ 652.45% |
$1.56M - $1.75M
|
42.2K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
36.3K+ 359.57% |
$1.54M - $1.74M
|
46.4K
$2.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.1K+ 2.69% |
$1.49M - $1.68M
|
1.34M
$65.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
35KNew |
$1.49M - $1.68M
|
35K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33K+ 147.89% |
$1.4M - $1.58M
|
55.3K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
31.8KNew |
$1.35M - $1.52M
|
31.8K
$1.56M
|