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 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-76- 9.71% |
$25K - $28.4K
|
707
$36.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-94Closed |
$30.9K - $35.1K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-95- 0.61% |
$31.2K - $35.4K
|
15.6K
$803K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-122- 9.89% |
$40.1K - $45.5K
|
1.11K
$57.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-128- 1.91% |
$42.1K - $47.8K
|
6.57K
$339K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-129Closed |
$42.4K - $48.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-149- 17.03% |
$49K - $55.6K
|
726
$37.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-160- 5.43% |
$52.6K - $59.7K
|
2.79K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-200- 8.05% |
$65.7K - $74.6K
|
2.29K
$118K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-209- 0.69% |
$68.7K - $78K
|
30.2K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-276- 54.33% |
$90.7K - $103K
|
232
$12K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-292- 11.58% |
$96K - $109K
|
2.23K
$115K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-330Closed |
$108K - $123K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-335- 2.38% |
$110K - $125K
|
13.8K
$710K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-353- 3.41% |
$116K - $132K
|
10K
$517K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-403- 27.32% |
$132K - $150K
|
1.07K
$55.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-409- 45.6% |
$134K - $153K
|
488
$25.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-438- 19.69% |
$144K - $163K
|
1.79K
$92.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-503- 11.73% |
$165K - $188K
|
3.79K
$195K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-671- 3.43% |
$221K - $250K
|
18.9K
$975K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-780- 11.2% |
$256K - $291K
|
6.19K
$319K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-830- 5.0% |
$273K - $310K
|
15.8K
$815K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-896- 6.0% |
$294K - $334K
|
14K
$725K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-973- 23.38% |
$320K - $363K
|
3.19K
$165K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.15K- 6.78% |
$377K - $428K
|
15.8K
$814K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.4K- 25.45% |
$460K - $522K
|
4.1K
$212K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 16.05% |
$476K - $540K
|
7.57K
$391K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.49K- 3.13% |
$489K - $556K
|
46.1K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Reliant Wealth Planning
|
SELL
|
- |
-1.6K- 1.43% |
$526K - $597K
|
111K
$5.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.66K- 18.99% |
$544K - $617K
|
7.06K
$364K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.7KClosed |
$559K - $635K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.74K- 46.65% |
$902K - $1.02M
|
3.14K
$162K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.9K- 23.35% |
$952K - $1.08M
|
9.51K
$491K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.12K- 2.52% |
$1.35M - $1.54M
|
159K
$8.22M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.5K- 95.77% |
$1.48M - $1.68M
|
199
$10.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-5.96K- 16.67% |
$1.96M - $2.22M
|
29.8K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.97K- 78.17% |
$1.96M - $2.23M
|
1.67K
$86K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.65KClosed |
$2.51M - $2.85M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.26K- 84.07% |
$3.04M - $3.45M
|
1.75K
$90.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.67K- 38.57% |
$3.18M - $3.61M
|
15.4K
$795K
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-19.4KClosed |
$6.36M - $7.22M
|
0
$0
|