Institutional Ownership Invesco ETF Tr Ii Msci Global (CUT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Msci Global (CUT). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 838,574 shares, which have been reported (via 13F filing form) to have a value of $27.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
205,365
shares
|
$6.71 Million
0.12% of portfolio
|
Q1 2024
Added 5.2%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
190,901
shares
|
$6.24 Million
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
170,875
shares
|
$5.58 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
79,352
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Albion Financial Group
|
Apr 19, 2024 Q1 2024 |
52,000
shares
|
$1.7 Million
0.14% of portfolio
|
Q2 2021
Reduced 8.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
20,148
shares
|
$658,235
0.0% of portfolio
|
Q1 2024
Added 54.2%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 14, 2024 Q1 2024 |
17,335
shares
|
$566,334
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
15,754
shares
|
$514,683
0.05% of portfolio
|
Q4 2023
Added 2.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
14,759
shares
|
$482,176
0.0% of portfolio
|
Q1 2024
Reduced 13.94%
|
|
|
Willis Johnson & Associates, Inc.
|
Apr 19, 2024 Q1 2024 |
10,238
shares
|
$334,475
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 15, 2024 Q1 2024 |
8,310
shares
|
$271,487
0.07% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
7,940
shares
|
$259,399
0.0% of portfolio
|
Q1 2024
Added 2.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
7,569
shares
|
$247,279
0.01% of portfolio
|
Q4 2023
Reduced 1.5%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
7,569
shares
|
$247,279
0.0% of portfolio
|
Q1 2024
Reduced 3.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
6,645
shares
|
$217,092
0.0% of portfolio
|
Q1 2024
Reduced 10.01%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
5,917
shares
|
$193,308
0.02% of portfolio
|
Q1 2024
Reduced 7.82%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
5,023
shares
|
$164,101
0.0% of portfolio
|
Q1 2024
Reduced 17.49%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
4,000
shares
|
$130,680
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
1,226
shares
|
$40,053
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,024
shares
|
$33,454
0.0% of portfolio
|
Q4 2022
Added 2.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
803
shares
|
$26,234
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
683
shares
|
$22,313
0.0% of portfolio
|
Q1 2024
Reduced 19.08%
|
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
650
shares
|
$21,235
0.0% of portfolio
|
Q2 2022
Added 116.67%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
615
shares
|
$20,092
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
600
shares
|
$19,602
0.0% of portfolio
|
Q3 2020
Reduced 27.71%
|
|