Institutional Ownership Invesco ETF Tr Ii S&P Global W (CGW)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Global W (CGW). We have compiled data on the 193 institutions that hold shares in the stock, with a total of 6.7 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
15,706
shares
|
$859,903
0.01% of portfolio
|
Q1 2024
Added 30.47%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,239
shares
|
$834,335
0.03% of portfolio
|
Q4 2023
Reduced 4.39%
|
|
Phoenix Wealth Advisors
|
Apr 26, 2024 Q1 2024 |
15,235
shares
|
$834,116
0.52% of portfolio
|
Q1 2024
Added 116.38%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 17, 2024 Q1 2024 |
14,611
shares
|
$799,952
0.14% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
14,479
shares
|
$792,725
0.01% of portfolio
|
Q1 2024
Reduced 77.81%
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
14,288
shares
|
$782,268
0.77% of portfolio
|
Q4 2022
New holding
|
|
Widmann Financial Services, Inc.
|
May 14, 2024 Q1 2024 |
13,801
shares
|
$755,604
0.64% of portfolio
|
Q1 2024
Added 2.18%
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 13, 2024 Q1 2024 |
13,222
shares
|
$723,904
0.06% of portfolio
|
Q1 2024
Reduced 17.0%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
13,221
shares
|
$723,849
0.0% of portfolio
|
Q1 2024
Added 167.2%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
13,130
shares
|
$718,867
0.01% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
Keel Point, LLC
Huntsville, AL |
Apr 16, 2024 Q1 2024 |
12,670
shares
|
$693,682
0.07% of portfolio
|
Q1 2023
Reduced 27.08%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
12,605
shares
|
$690,123
0.0% of portfolio
|
Q1 2024
Added 1.02%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
12,369
shares
|
$677,202
0.02% of portfolio
|
Q1 2024
Added 187.12%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
11,046
shares
|
$604,768
0.02% of portfolio
|
Q1 2024
Reduced 55.42%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
10,531
shares
|
$576,572
0.02% of portfolio
|
Q1 2024
Reduced 6.84%
|
|
Diversified Trust CO
|
Apr 18, 2024 Q1 2024 |
10,500
shares
|
$574,875
0.02% of portfolio
|
Q4 2022
New holding
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 02, 2024 Q1 2024 |
10,474
shares
|
$573,451
0.25% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 13, 2024 Q1 2024 |
10,382
shares
|
$568,414
0.49% of portfolio
|
Q1 2024
Reduced 25.98%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
10,189
shares
|
$557,847
0.02% of portfolio
|
Q1 2024
Reduced 8.77%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
9,327
shares
|
$510,653
0.0% of portfolio
|
Q1 2024
Added 1.13%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
9,038
shares
|
$494,830
0.0% of portfolio
|
Q1 2024
Added 6.57%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,003
shares
|
$492,914
0.0% of portfolio
|
Q3 2023
Reduced 60.7%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,000
shares
|
$492,750
0.0% of portfolio
|
Q1 2023
Reduced 0.06%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
8,964
shares
|
$490,779
0.0% of portfolio
|
Q1 2024
Reduced 30.74%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
8,820
shares
|
$482,895
0.01% of portfolio
|
Q1 2024
Reduced 3.87%
|