Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q4 2024. 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 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.22K- 11.99% |
$57.2K - $62.9K
|
8.95K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.31K- 8.79% |
$61.6K - $67.7K
|
13.6K
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.45K- 9.53% |
$68K - $74.7K
|
13.8K
$686K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.58K- 8.5% |
$74.1K - $81.5K
|
17K
$848K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.62K- 0.72% |
$76.2K - $83.8K
|
223K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.67K- 1.37% |
$78.6K - $86.4K
|
121K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.71K- 12.69% |
$80.3K - $88.3K
|
11.8K
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.85K- 4.52% |
$86.8K - $95.5K
|
39K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.95K- 14.76% |
$91.5K - $101K
|
11.3K
$561K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.13K- 2.58% |
$99.8K - $110K
|
80.3K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.18K- 24.21% |
$102K - $113K
|
6.84K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.25K- 18.69% |
$105K - $116K
|
9.76K
$487K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.4K- 0.31% |
$113K - $124K
|
772K
$38.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.45K- 4.37% |
$115K - $127K
|
53.7K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.56K- 3.7% |
$120K - $132K
|
66.7K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.6K- 7.4% |
$122K - $134K
|
32.5K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.71K- 2.85% |
$127K - $140K
|
92.6K
$4.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.73K- 56.55% |
$128K - $141K
|
2.1K
$105K
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.73K- 1.17% |
$128K - $141K
|
230K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.8K- 15.38% |
$131K - $144K
|
15.4K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-2.96K- 20.09% |
$139K - $153K
|
11.8K
$586K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.35K- 70.29% |
$157K - $173K
|
1.42K
$70.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.74K- 15.91% |
$176K - $193K
|
19.8K
$985K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.9K- 3.4% |
$230K - $253K
|
139K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-5.64K- 7.24% |
$265K - $291K
|
72.2K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.77K- 18.26% |
$271K - $298K
|
25.8K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-6.36K- 23.31% |
$298K - $328K
|
20.9K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.86K- 7.48% |
$322K - $354K
|
84.8K
$4.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.31K- 61.31% |
$343K - $377K
|
4.61K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.83K- 12.85% |
$368K - $404K
|
53.1K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.22K- 15.33% |
$386K - $424K
|
45.4K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-10.9K- 92.44% |
$512K - $563K
|
891
$44.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.2K- 4.32% |
$575K - $632K
|
271K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14.2K- 1.45% |
$665K - $732K
|
965K
$48.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.2K- 1.63% |
$760K - $836K
|
980K
$48.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.5K- 48.59% |
$1.06M - $1.16M
|
23.8K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-23.1K- 34.81% |
$1.09M - $1.19M
|
43.3K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-23.1K- 34.81% |
$1.09M - $1.19M
|
43.3K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-23.4K- 49.68% |
$1.1M - $1.21M
|
23.7K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-23.5K- 31.28% |
$1.1M - $1.21M
|
51.6K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25K- 25.96% |
$1.18M - $1.29M
|
71.4K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-25.5K- 98.69% |
$1.2M - $1.32M
|
340
$17K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-27K- 16.43% |
$1.27M - $1.39M
|
137K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-30.7K- 58.09% |
$1.44M - $1.59M
|
22.2K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-33.1K- 67.06% |
$1.55M - $1.71M
|
16.3K
$811K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42.1K- 99.9% |
$1.98M - $2.17M
|
42
$2.09K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-43K- 12.95% |
$2.02M - $2.22M
|
289K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-44.2K- 34.07% |
$2.08M - $2.28M
|
85.6K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-71.2K- 4.11% |
$3.34M - $3.68M
|
1.66M
$82.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-84.3K- 8.91% |
$3.96M - $4.35M
|
862K
$43M
|