Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-33.3K- 15.12% |
$1.36M - $1.74M
|
187K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-34.1K- 84.83% |
$1.4M - $1.78M
|
6.1K
$346K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-37.7K- 15.85% |
$1.54M - $1.96M
|
200K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-37.7K- 88.51% |
$1.55M - $1.97M
|
4.9K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39.7K- 2.31% |
$1.62M - $2.07M
|
1.68M
$95.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-52.2K- 9.81% |
$2.14M - $2.72M
|
480K
$27.2M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.5K- 88.04% |
$2.23M - $2.84M
|
7.4K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.5K- 88.04% |
$2.23M - $2.84M
|
7.4K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-62.9K- 77.68% |
$2.58M - $3.28M
|
18.1K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-63.8K- 22.29% |
$2.61M - $3.32M
|
222K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-70.6K- 83.76% |
$2.89M - $3.68M
|
13.7K
$775K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-77.7K- 3.1% |
$3.18M - $4.05M
|
2.43M
$138M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-91.9K- 57.5% |
$3.76M - $4.79M
|
68K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93K- 99.56% |
$3.81M - $4.85M
|
407
$23.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-95.1K- 9.43% |
$3.9M - $4.96M
|
914K
$51.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-104K- 54.38% |
$4.24M - $5.4M
|
87K
$4.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-137K- 25.93% |
$5.62M - $7.15M
|
392K
$22.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-163K- 29.85% |
$6.67M - $8.49M
|
383K
$21.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-254K- 84.29% |
$10.4M - $13.2M
|
47.3K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-282K- 6.65% |
$11.5M - $14.7M
|
3.96M
$224M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-422K- 22.04% |
$17.3M - $22M
|
1.49M
$84.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-518K- 7.25% |
$21.2M - $27M
|
6.62M
$375M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-642K- 69.11% |
$26.3M - $33.4M
|
287K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.22M- 66.1% |
$91M - $116M
|
1.14M
$64.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-27.3M- 97.37% |
$1.12B - $1.42B
|
738K
$41.8M
|