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 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.29K- 0.33% |
$140K - $158K
|
979K
$50.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-3.65K- 34.05% |
$155K - $175K
|
7.07K
$365K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.22K- 35.32% |
$180K - $202K
|
7.73K
$399K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-4.24K- 13.45% |
$180K - $203K
|
27.3K
$1.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.3K- 5.41% |
$183K - $206K
|
75.1K
$3.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-5.16K- 49.15% |
$220K - $248K
|
5.34K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.36K- 3.12% |
$228K - $257K
|
167K
$8.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6.39K- 27.71% |
$272K - $306K
|
16.7K
$860K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-6.77K- 51.13% |
$288K - $325K
|
6.47K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.35KClosed |
$313K - $353K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.36K- 34.77% |
$313K - $353K
|
13.8K
$713K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-7.43K- 3.78% |
$316K - $356K
|
189K
$9.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.45K- 12.29% |
$359K - $405K
|
60.3K
$3.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-10.6K- 15.93% |
$453K - $510K
|
56.1K
$2.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-12.8K- 57.96% |
$545K - $614K
|
9.28K
$479K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13.2K- 4.26% |
$561K - $632K
|
297K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-13.2K- 17.81% |
$562K - $633K
|
60.9K
$3.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-15.2K- 7.55% |
$645K - $728K
|
186K
$9.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-15.9K- 24.34% |
$676K - $762K
|
49.4K
$2.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-16.4K- 56.13% |
$697K - $787K
|
12.8K
$661K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.8K- 27.46% |
$715K - $806K
|
44.4K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-17.1K- 33.83% |
$727K - $820K
|
33.4K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-18K- 43.11% |
$768K - $866K
|
23.8K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.6K- 9.48% |
$791K - $892K
|
177K
$9.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.2K- 67.88% |
$861K - $970K
|
9.57K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25K- 11.2% |
$1.06M - $1.2M
|
198K
$10.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-25.9K- 56.95% |
$1.1M - $1.24M
|
19.6K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-26K- 16.69% |
$1.11M - $1.25M
|
130K
$6.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-26.6K- 84.19% |
$1.13M - $1.28M
|
5K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.9K- 73.6% |
$1.15M - $1.29M
|
9.66K
$499K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28K- 17.36% |
$1.19M - $1.34M
|
133K
$6.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.5K- 53.61% |
$1.21M - $1.37M
|
24.7K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.2K- 55.41% |
$1.24M - $1.4M
|
23.5K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.7K- 27.22% |
$1.26M - $1.42M
|
79.3K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-44.3K- 61.95% |
$1.88M - $2.13M
|
27.2K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-46.6K- 89.34% |
$1.98M - $2.23M
|
5.56K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-51.9K- 82.4% |
$2.21M - $2.49M
|
11.1K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-63.1K- 83.88% |
$2.68M - $3.03M
|
12.1K
$625K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-67.2K- 32.32% |
$2.86M - $3.22M
|
141K
$7.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-69K- 6.83% |
$2.94M - $3.31M
|
941K
$48.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74K- 13.52% |
$3.15M - $3.55M
|
473K
$24.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-76K- 18.63% |
$3.23M - $3.65M
|
332K
$17.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-76K- 23.9% |
$3.23M - $3.65M
|
242K
$12.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-86K- 47.44% |
$3.66M - $4.13M
|
95.3K
$4.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-136K- 96.43% |
$5.78M - $6.52M
|
5.03K
$260K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-170K- 90.11% |
$7.23M - $8.15M
|
18.7K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-188K- 3.49% |
$8.02M - $9.04M
|
5.21M
$269M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-203K- 7.06% |
$8.64M - $9.74M
|
2.67M
$138M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-292K- 89.12% |
$12.4M - $14M
|
35.6K
$1.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-310K- 52.22% |
$13.2M - $14.9M
|
284K
$14.6M
|