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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.19K+ 21.55% |
$391K - $444K
|
6.71K
$329K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.16KNew |
$381K - $432K
|
1.16K
$56.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.12KNew |
$366K - $416K
|
1.12K
$54.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.05K+ 130.39% |
$344K - $391K
|
1.85K
$90.8K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.05KNew |
$343K - $390K
|
1.05K
$51.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
1.02KNew |
$336K - $381K
|
1.02K
$50.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1K+ 12.44% |
$330K - $375K
|
9.08K
$446K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
909New |
$299K - $339K
|
909
$44.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
890New |
$293K - $332K
|
890
$43.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
851+ 62.9% |
$280K - $317K
|
2.2K
$108K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
795New |
$261K - $297K
|
795
$39K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
773New |
$254K - $288K
|
773
$37.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
747New |
$246K - $279K
|
747
$36.7K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
731New |
$240K - $273K
|
731
$35.9K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
716+ 19.3% |
$235K - $267K
|
4.43K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
714+ 7933.33% |
$235K - $266K
|
723
$35.5K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
709New |
$233K - $265K
|
709
$34.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
701+ 10.75% |
$230K - $262K
|
7.22K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
700+ 3.26% |
$230K - $261K
|
22.2K
$1.09M
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
676New |
$222K - $252K
|
676
$33.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
585+ 2.43% |
$192K - $218K
|
24.6K
$1.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
575New |
$189K - $215K
|
575
$28.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
573New |
$188K - $214K
|
573
$28.1K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
548New |
$180K - $204K
|
548
$26.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
546New |
$179K - $204K
|
546
$26.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
505+ 3.91% |
$166K - $188K
|
13.4K
$659K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
433+ 2.03% |
$142K - $162K
|
21.7K
$1.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
430+ 10.69% |
$141K - $160K
|
4.45K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
415+ 57.32% |
$136K - $155K
|
1.14K
$55.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
363+ 9.15% |
$119K - $135K
|
4.33K
$213K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
344+ 5.43% |
$113K - $128K
|
6.68K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
341+ 1.52% |
$112K - $127K
|
22.7K
$1.12M
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
335New |
$110K - $125K
|
335
$16.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
334+ 21.94% |
$110K - $125K
|
1.86K
$91.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
330New |
$108K - $123K
|
330
$16.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
287+ 29.99% |
$94.3K - $107K
|
1.24K
$61.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
283+ 13.46% |
$93K - $106K
|
2.39K
$117K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
282+ 6.55% |
$92.7K - $105K
|
4.59K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
273+ 19.88% |
$89.7K - $102K
|
1.65K
$80.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
223+ 1.15% |
$73.3K - $83.2K
|
19.5K
$959K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
214+ 34.24% |
$70.3K - $79.8K
|
839
$41.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
212+ 1.16% |
$69.7K - $79.1K
|
18.5K
$909K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
172+ 8.03% |
$56.5K - $64.2K
|
2.31K
$114K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
168+ 168.0% |
$55.2K - $62.7K
|
268
$13.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
162+ 1.99% |
$53.2K - $60.4K
|
8.3K
$408K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
156+ 3.2% |
$51.3K - $58.2K
|
5.03K
$247K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
135+ 4.98% |
$44.4K - $50.4K
|
2.85K
$140K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
115+ 32.86% |
$37.8K - $42.9K
|
465
$22.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
110+ 2.46% |
$36.2K - $41K
|
4.57K
$225K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
107New |
$35.2K - $39.9K
|
107
$5.25K
|