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 210 institutions that hold shares in the stock, with a total of 6.45 Million shares, which have been reported (via 13F filing form) to have a value of $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,813
shares
|
$327,620
0.0% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
5,625
shares
|
$317,025
0.0% of portfolio
|
Q2 2024
Added 192.21%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
5,616
shares
|
$316,517
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
5,612
shares
|
$316,292
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,591
shares
|
$315,108
0.0% of portfolio
|
Q4 2024
Reduced 95.91%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
5,590
shares
|
$315,052
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
5,525
shares
|
$311,389
0.08% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
5,433
shares
|
$306,203
0.03% of portfolio
|
Q4 2023
Reduced 8.47%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5,388
shares
|
$303,667
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
5,283
shares
|
$297,749
0.01% of portfolio
|
Q4 2024
Added 33.21%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
5,271
shares
|
$297,073
0.01% of portfolio
|
Q4 2024
Added 50.04%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,139
shares
|
$289,634
0.07% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,100
shares
|
$287,436
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
5,095
shares
|
$287,154
0.06% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
4,659
shares
|
$262,581
0.12% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,639
shares
|
$261,454
0.0% of portfolio
|
Q4 2024
Reduced 35.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,434
shares
|
$249,900
0.01% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
4,416
shares
|
$248,885
0.06% of portfolio
|
Q1 2023
Reduced 14.98%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
4,398
shares
|
$247,871
0.09% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
4,329
shares
|
$243,982
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,255
shares
|
$239,811
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
4,235
shares
|
$238,684
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
4,234
shares
|
$238,628
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
4,000
shares
|
$225,440
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
3,962
shares
|
$223,298
0.01% of portfolio
|
Q3 2024
New holding
|