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 211 institutions that hold shares in the stock, with a total of 6.59 Million shares, which have been reported (via 13F filing form) to have a value of $417 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,323
shares
|
$83,732
0.0% of portfolio
|
Q1 2025
Added 24.11%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,321
shares
|
$83,606
0.0% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,266
shares
|
$80,125
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,135
shares
|
$71,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,107
shares
|
$70,062
0.0% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,050
shares
|
$66,454
0.0% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,009
shares
|
$63,859
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$63,290
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,000
shares
|
$63,290
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
971
shares
|
$61,454
0.01% of portfolio
|
Q1 2019
Reduced 19.82%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
963
shares
|
$60,948
0.02% of portfolio
|
Q1 2025
Reduced 45.38%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
958
shares
|
$60,631
0.03% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
814
shares
|
$51,518
0.0% of portfolio
|
Q3 2022
Reduced 12.38%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
692
shares
|
$43,796
0.02% of portfolio
|
Q4 2024
Reduced 44.86%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
615
shares
|
$38,923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
534
shares
|
$33,796
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
531
shares
|
$33,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
522
shares
|
$33,037
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
515
shares
|
$32,594
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
508
shares
|
$32,151
0.02% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
500
shares
|
$31,645
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
500
shares
|
$31,645
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
500
shares
|
$31,645
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
425
shares
|
$26,898
0.0% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
411
shares
|
$26,012
0.01% of portfolio
|
Q4 2024
New holding
|