Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P GLOBAL W.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160KNew |
$8.32M - $9.04M
|
160K
$9.74M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
79.5KNew |
$4.15M - $4.51M
|
79.5K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
50.6KNew |
$2.64M - $2.87M
|
50.6K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38KNew |
$1.98M - $2.16M
|
38K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
34K+ 7.16% |
$1.77M - $1.93M
|
509K
$31.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.6K+ 511.79% |
$1.49M - $1.62M
|
34.2K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21K+ 105.61% |
$1.09M - $1.19M
|
40.8K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16K+ 304.17% |
$836K - $909K
|
21.3K
$1.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.2K+ 120.04% |
$795K - $864K
|
27.9K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14.5K+ 273.67% |
$754K - $819K
|
19.7K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 53.34% |
$622K - $676K
|
34.3K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.72K+ 15.67% |
$455K - $494K
|
64.4K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.24KNew |
$430K - $467K
|
8.24K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.42K+ 22.55% |
$387K - $420K
|
40.3K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5.54KNew |
$289K - $314K
|
5.54K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5KNew |
$261K - $283K
|
5K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.95K+ 5.54% |
$258K - $281K
|
94.3K
$5.76M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.84KNew |
$252K - $274K
|
4.84K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.59K+ 1.47% |
$239K - $260K
|
317K
$19.4M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.27K+ 6.45% |
$222K - $242K
|
70.3K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.11K+ 7.18% |
$214K - $233K
|
61.4K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$214K - $233K
|
4.11K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.38K+ 2.17% |
$177K - $192K
|
159K
$9.72M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.29K+ 3.92% |
$119K - $130K
|
60.5K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.22K+ 15.48% |
$116K - $126K
|
16.5K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.16KNew |
$112K - $122K
|
2.16K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 13.53% |
$92.5K - $100K
|
14.9K
$908K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.68K+ 1.69% |
$87.8K - $95.4K
|
101K
$6.18M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.66KNew |
$86.5K - $94K
|
1.66K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.52K+ 22.19% |
$79.2K - $86K
|
8.36K
$510K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 1.57% |
$65.9K - $71.6K
|
81.8K
$4.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
991+ 121.6% |
$51.7K - $56.2K
|
1.81K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
615New |
$32.1K - $34.9K
|
615
$37.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
610+ 29.02% |
$31.8K - $34.6K
|
2.71K
$166K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
552+ 1.55% |
$28.8K - $31.3K
|
36.3K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
550+ 3.98% |
$28.7K - $31.2K
|
14.4K
$876K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
531New |
$27.7K - $30.1K
|
531
$32.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
402New |
$21K - $22.8K
|
402
$24.5K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
312+ 7.04% |
$16.3K - $17.7K
|
4.75K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
290+ 11.6% |
$15.1K - $16.4K
|
2.79K
$170K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
290+ 4.22% |
$15.1K - $16.4K
|
7.16K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
282+ 100.0% |
$14.7K - $16K
|
564
$34.4K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
278+ 3.13% |
$14.5K - $15.8K
|
9.17K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
260+ 1.39% |
$13.6K - $14.7K
|
19K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
257+ 24.11% |
$13.4K - $14.6K
|
1.32K
$80.8K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
225+ 3.38% |
$11.7K - $12.8K
|
6.88K
$420K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
200+ 2.22% |
$10.4K - $11.3K
|
9.2K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
161+ 1.06% |
$8.4K - $9.13K
|
15.4K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
132+ 0.88% |
$6.89K - $7.48K
|
15.2K
$929K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
132New |
$6.89K - $7.48K
|
132
$8.06K
|