Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q4 2023. 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 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.79K- 2.54% |
$58.8K - $67.7K
|
68.5K
$3.34M
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.88K- 5.32% |
$61.8K - $71.1K
|
33.4K
$1.63M
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-2.09K- 7.76% |
$68.5K - $78.9K
|
24.8K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.75K- 2.46% |
$90.4K - $104K
|
109K
$5.32M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.92K- 1.32% |
$95.9K - $110K
|
218K
$10.7M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.06K- 12.49% |
$100K - $116K
|
21.4K
$1.05M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.1K- 4.62% |
$102K - $117K
|
64K
$3.13M
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-3.13K- 24.3% |
$103K - $118K
|
9.75K
$476K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.55K- 3.83% |
$117K - $134K
|
89.2K
$4.36M
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.79K- 6.39% |
$124K - $143K
|
55.5K
$2.71M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.87K- 31.34% |
$127K - $146K
|
8.48K
$414K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.89K- 5.48% |
$128K - $147K
|
67.1K
$3.28M
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.77K- 11.4% |
$157K - $180K
|
37.1K
$1.81M
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-4.96K- 36.94% |
$163K - $187K
|
8.46K
$413K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5.41K- 5.37% |
$178K - $205K
|
95.4K
$4.66M
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.61K- 18.6% |
$217K - $250K
|
28.9K
$1.41M
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.11K- 3.99% |
$234K - $269K
|
171K
$8.37M
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-8.46K- 3.93% |
$278K - $320K
|
207K
$10.1M
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-8.52K- 3.3% |
$280K - $322K
|
250K
$12.2M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.36K- 5.08% |
$308K - $354K
|
175K
$8.54M
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-11.4K- 2.15% |
$375K - $431K
|
518K
$25.3M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.6K- 20.22% |
$381K - $439K
|
45.7K
$2.23M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.2K- 11.02% |
$403K - $463K
|
98.9K
$4.83M
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-12.3K- 51.83% |
$406K - $467K
|
11.5K
$560K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 6.52% |
$429K - $494K
|
187K
$9.14M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.4K- 0.23% |
$440K - $507K
|
5.88M
$287M
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-16K- 5.06% |
$527K - $607K
|
301K
$14.7M
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-16.8K- 12.4% |
$552K - $635K
|
119K
$5.79M
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-19.5K- 31.07% |
$640K - $736K
|
43.2K
$2.11M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.6K- 65.6% |
$876K - $1.01M
|
14K
$682K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28.3K- 7.1% |
$931K - $1.07M
|
370K
$18.1M
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-47.6K- 3.01% |
$1.56M - $1.8M
|
1.53M
$74.7M
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-48.5K- 10.37% |
$1.59M - $1.84M
|
419K
$20.5M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-48.6K- 85.53% |
$1.6M - $1.84M
|
8.23K
$402K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-54K- 39.42% |
$1.77M - $2.04M
|
83K
$4.05M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-64.4K- 28.57% |
$2.12M - $2.44M
|
161K
$7.86M
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-65.4K- 6.09% |
$2.15M - $2.48M
|
1.01M
$49.3M
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-70.4K- 90.31% |
$2.31M - $2.66M
|
7.56K
$369K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-86K- 17.87% |
$2.83M - $3.25M
|
395K
$19.3M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-90.6K- 74.49% |
$2.98M - $3.43M
|
31K
$1.52M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98.5K- 12.04% |
$3.24M - $3.73M
|
719K
$35.1M
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-172K- 2.84% |
$5.66M - $6.52M
|
5.89M
$288M
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-311K- 89.71% |
$10.2M - $11.8M
|
35.6K
$1.74M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.31M- 24.73% |
$43.1M - $49.6M
|
3.99M
$195M
|