Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
85.9K+ 192.83% |
$28.2M - $32M
|
130K
$6.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63K+ 71.34% |
$20.7M - $23.5M
|
151K
$7.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.3K+ 24.88% |
$14.9M - $16.9M
|
227K
$11.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
42.3K+ 6.55% |
$13.9M - $15.8M
|
689K
$33.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.4K+ 620.46% |
$13.6M - $15.5M
|
48.1K
$2.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.7KNew |
$10.1M - $11.4M
|
30.7K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 12.03% |
$8.23M - $9.34M
|
233K
$11.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.2K+ 4.91% |
$6.96M - $7.9M
|
452K
$22.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
18.1KNew |
$5.94M - $6.74M
|
18.1K
$883K
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
14.9KNew |
$4.89M - $5.55M
|
14.9K
$726K
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
14.5KNew |
$4.76M - $5.41M
|
14.5K
$708K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
12.3KNew |
$4.04M - $4.58M
|
12.3K
$600K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.9K+ 19790.91% |
$3.58M - $4.06M
|
10.9K
$534K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.74K+ 14.95% |
$3.2M - $3.63M
|
74.9K
$3.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.4K+ 57.71% |
$3.09M - $3.51M
|
25.7K
$1.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
8.12K+ 22.48% |
$2.67M - $3.03M
|
44.3K
$2.16M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
7.62K+ 179.3% |
$2.51M - $2.84M
|
11.9K
$580K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.51KNew |
$2.47M - $2.8M
|
7.51K
$367K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.93K+ 80.73% |
$2.28M - $2.59M
|
15.5K
$758K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.8K+ 106.88% |
$2.24M - $2.54M
|
13.2K
$643K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
6.51K+ 310.45% |
$2.14M - $2.43M
|
8.6K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
6.22KNew |
$2.04M - $2.32M
|
6.22K
$304K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
6.2K+ 883.19% |
$2.04M - $2.31M
|
6.9K
$337K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.11K+ 465.27% |
$2.01M - $2.28M
|
7.42K
$362K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
6K+ 11.27% |
$1.97M - $2.24M
|
59.3K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5.91KNew |
$1.94M - $2.2M
|
5.91K
$289K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.89K+ 53572.73% |
$1.94M - $2.2M
|
5.9K
$288K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.86K+ 40.13% |
$1.92M - $2.18M
|
20.5K
$999K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.72K+ 1176.95% |
$1.88M - $2.13M
|
6.21K
$303K
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.99KNew |
$1.64M - $1.86M
|
4.99K
$244K
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
4.79KNew |
$1.57M - $1.79M
|
4.79K
$234K
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.72KNew |
$1.55M - $1.76M
|
4.72K
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.69K+ 93.34% |
$1.54M - $1.75M
|
9.72K
$475K
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.5KNew |
$1.15M - $1.31M
|
3.5K
$171K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3KNew |
$985K - $1.12M
|
3K
$146K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.32K+ 519.06% |
$761K - $864K
|
2.76K
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.29K+ 1.18% |
$754K - $855K
|
197K
$9.64M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.26K+ 3.13% |
$741K - $841K
|
74.4K
$3.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.25K+ 15.43% |
$740K - $841K
|
16.9K
$823K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.22K+ 1.26% |
$729K - $827K
|
178K
$8.69M
|
|
|
Feb 02, 2022
Q4 2021
|
Darrow Company, Inc.
|
BUY
|
- |
2.16KNew |
$711K - $807K
|
2.16K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 90.63% |
$677K - $768K
|
4.33K
$211K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.62KNew |
$531K - $603K
|
1.62K
$79K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$531K - $603K
|
1.62K
$79K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6K+ 72.73% |
$526K - $597K
|
3.8K
$186K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
1.43KNew |
$469K - $532K
|
1.43K
$69.7K
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.35KNew |
$444K - $504K
|
1.35K
$66K
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.28K+ 18.05% |
$422K - $479K
|
8.4K
$410K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.25KNew |
$411K - $467K
|
1.25K
$61.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.19KNew |
$392K - $445K
|
1.19K
$58.3K
|