Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.76K- 21.49% |
$102K - $117K
|
10.1K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.78K- 7.85% |
$140K - $160K
|
44.4K
$2.16M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.78K- 15.68% |
$140K - $160K
|
20.3K
$991K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.11K- 19.18% |
$152K - $174K
|
17.3K
$844K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.4K- 2.37% |
$163K - $186K
|
181K
$8.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.66K- 12.56% |
$172K - $197K
|
32.4K
$1.58M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.17K- 3.71% |
$191K - $219K
|
134K
$6.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.25K- 4.8% |
$231K - $264K
|
124K
$6.04M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.75K- 43.32% |
$250K - $286K
|
8.83K
$431K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.84K- 7.01% |
$253K - $289K
|
90.7K
$4.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.26K- 15.88% |
$269K - $307K
|
38.5K
$1.87M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.13K- 4.52% |
$301K - $344K
|
172K
$8.37M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.2K- 4.22% |
$340K - $389K
|
209K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-13.5KClosed |
$501K - $573K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.9K- 2.21% |
$587K - $671K
|
704K
$34.3M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.1K- 55.16% |
$633K - $724K
|
13.9K
$678K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17.5K- 18.38% |
$648K - $740K
|
77.7K
$3.79M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19.5K- 1.27% |
$720K - $823K
|
1.51M
$73.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-19.6K- 32.77% |
$725K - $828K
|
40.2K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-20.6K- 33.21% |
$763K - $871K
|
41.4K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-20.9K- 97.66% |
$775K - $886K
|
501
$24.4K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.9K- 18.5% |
$811K - $927K
|
96.5K
$4.71M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-25.3K- 21.35% |
$937K - $1.07M
|
93.2K
$4.54M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-25.3K- 2.51% |
$937K - $1.07M
|
984K
$48M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28.8K- 54.38% |
$1.07M - $1.22M
|
24.2K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-29K- 6.92% |
$1.07M - $1.23M
|
390K
$19M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.9K- 23.45% |
$1.14M - $1.31M
|
101K
$4.91M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.2K- 4.87% |
$1.3M - $1.49M
|
688K
$33.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.2K- 1.08% |
$1.45M - $1.66M
|
3.57M
$174M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.6K- 3.08% |
$1.5M - $1.72M
|
1.27M
$62.2M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-48K- 57.83% |
$1.78M - $2.03M
|
35K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.6K- 48.08% |
$1.87M - $2.14M
|
54.6K
$2.66M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-53.1K- 51.81% |
$1.96M - $2.24M
|
49.4K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-57.9K- 64.93% |
$2.14M - $2.45M
|
31.3K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-60.9K- 24.68% |
$2.26M - $2.58M
|
186K
$9.07M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-87.5K- 11.27% |
$3.24M - $3.7M
|
688K
$33.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-96.6K- 89.87% |
$3.57M - $4.08M
|
10.9K
$531K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-101K- 82.89% |
$3.75M - $4.28M
|
20.9K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-102KClosed |
$3.76M - $4.3M
|
0
$0
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-127K- 94.32% |
$4.71M - $5.39M
|
7.67K
$374K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-144K- 52.19% |
$5.32M - $6.08M
|
132K
$6.42M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-170K- 98.92% |
$6.27M - $7.17M
|
1.86K
$90.4K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-186K- 46.95% |
$6.87M - $7.85M
|
210K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-205K- 3.48% |
$7.58M - $8.66M
|
5.68M
$277M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-365K- 97.39% |
$13.5M - $15.4M
|
9.76K
$476K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.21M- 22.78% |
$44.7M - $51.1M
|
4.09M
$200M
|