Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q4 2022. 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 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
76.7K+ 9.58% |
$2.04M - $22.8M
|
877K
$50.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
39.5K+ 4388.89% |
$1.05M - $11.8M
|
40.4K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.9K+ 26.61% |
$665K - $7.43M
|
119K
$6.79M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.8KNew |
$500K - $5.59M
|
18.8K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
16.5KNew |
$439K - $4.9M
|
16.5K
$942K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
15.2K+ 47.97% |
$404K - $4.52M
|
46.8K
$2.68M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
14.8K+ 39.37% |
$395K - $4.41M
|
52.4K
$3M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11.8KNew |
$315K - $3.52M
|
11.8K
$676K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10.6KNew |
$283K - $3.16M
|
10.6K
$606K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.7K+ 54.5% |
$232K - $2.59M
|
24.7K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.2K+ 2.86% |
$219K - $2.44M
|
295K
$16.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.9K+ 24.65% |
$210K - $2.35M
|
39.9K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.74K+ 7743.0% |
$206K - $2.31M
|
7.84K
$449K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.45KNew |
$145K - $1.62M
|
5.45K
$312K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.57K+ 19.86% |
$122K - $1.36M
|
27.6K
$1.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.06K+ 21.58% |
$108K - $1.21M
|
22.9K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.63K+ 2027.93% |
$96.8K - $1.08M
|
3.81K
$218K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.18K+ 4.39% |
$84.8K - $948K
|
75.6K
$4.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.13K+ 47.82% |
$83.5K - $934K
|
9.69K
$554K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.77KNew |
$74K - $827K
|
2.77K
$159K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.36K+ 10.84% |
$62.8K - $702K
|
24.1K
$1.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
2.16K+ 18.51% |
$57.5K - $642K
|
13.8K
$789K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.67KNew |
$44.4K - $497K
|
1.67K
$95.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.51KNew |
$40.2K - $449K
|
1.51K
$86.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.32KNew |
$35.2K - $394K
|
1.32K
$75.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.3KNew |
$34.7K - $387K
|
1.3K
$74.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.29KNew |
$34.4K - $384K
|
1.29K
$73.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.15K+ 25.49% |
$30.7K - $343K
|
5.67K
$325K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11K+ 2.07% |
$29.5K - $330K
|
54.5K
$3.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.06KNew |
$28.3K - $316K
|
1.06K
$60.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.06K+ 0.81% |
$28.2K - $315K
|
132K
$7.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
999+ 39.36% |
$26.6K - $298K
|
3.54K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
984+ 17.26% |
$26.2K - $293K
|
6.69K
$383K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
862New |
$23K - $257K
|
862
$49.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
760New |
$20.3K - $226K
|
760
$43.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
758New |
$20.2K - $226K
|
758
$43.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
748New |
$19.9K - $223K
|
748
$42.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
703+ 6.93% |
$18.7K - $210K
|
10.9K
$621K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
548+ 35.26% |
$14.6K - $163K
|
2.1K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
540+ 0.32% |
$14.4K - $161K
|
171K
$9.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
517New |
$13.8K - $154K
|
517
$29.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
478+ 49.84% |
$12.7K - $142K
|
1.44K
$82.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
475+ 26.13% |
$12.7K - $142K
|
2.29K
$131K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
475+ 26.13% |
$12.7K - $142K
|
2.29K
$131K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
430+ 4.63% |
$11.5K - $128K
|
9.72K
$556K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
408New |
$10.9K - $122K
|
408
$23.3K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
389+ 7.84% |
$10.4K - $116K
|
5.35K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
379+ 3.55% |
$10.1K - $113K
|
11.1K
$633K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
302+ 25.02% |
$8.05K - $90K
|
1.51K
$86.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
301+ 0.77% |
$8.02K - $89.7K
|
39.6K
$2.26M
|