Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.46M+ 903.22% |
$185M - $1.94B
|
6.07M
$313M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.23M+ 1154.03% |
$143M - $1.5B
|
4.6M
$237M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.83M+ 1119.93% |
$95.5M - $1B
|
3.08M
$159M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.84M+ 2249.08% |
$62.1M - $651M
|
1.92M
$98.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.42M+ 897.88% |
$48M - $503M
|
1.58M
$81.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.39M+ 1079.19% |
$47M - $493M
|
1.52M
$78.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.37M+ 899.02% |
$46.3M - $486M
|
1.52M
$78.5M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
971K+ 936.19% |
$32.8M - $344M
|
1.07M
$55.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
756K+ 1216.21% |
$25.5M - $268M
|
818K
$42.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
667K+ 918.68% |
$22.5M - $236M
|
739K
$38.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
633K+ 1227.56% |
$21.4M - $224M
|
685K
$35.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
521K+ 947.52% |
$17.6M - $185M
|
576K
$29.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
474K+ 859.7% |
$16M - $168M
|
529K
$27.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
448K+ 1107.89% |
$15.1M - $159M
|
488K
$25.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
446K+ 820.88% |
$15.1M - $158M
|
500K
$25.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
424K+ 746.1% |
$14.3M - $150M
|
481K
$24.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
421K+ 900.0% |
$14.2M - $149M
|
468K
$24.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
415K+ 790.48% |
$14M - $147M
|
468K
$24.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
366K+ 1116.16% |
$12.4M - $130M
|
399K
$20.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
342K+ 941.88% |
$11.6M - $121M
|
378K
$19.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
311K+ 867.83% |
$10.5M - $110M
|
346K
$17.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
245K+ 913.86% |
$8.29M - $86.9M
|
272K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
240K+ 809.46% |
$8.11M - $85M
|
270K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
229K+ 781.76% |
$7.74M - $81.1M
|
258K
$13.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
222K+ 874.92% |
$7.51M - $78.7M
|
247K
$12.8M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
202K+ 883.31% |
$6.84M - $71.7M
|
225K
$11.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
198KNew |
$6.69M - $70.2M
|
198K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
197K+ 799.32% |
$6.68M - $70M
|
222K
$11.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
193K+ 862.23% |
$6.51M - $68.3M
|
215K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
191K+ 2515.24% |
$6.46M - $67.8M
|
199K
$10.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
182K+ 894.56% |
$6.15M - $64.4M
|
202K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
179K+ 863.68% |
$6.07M - $63.6M
|
200K
$10.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168K+ 1004.39% |
$5.67M - $59.4M
|
184K
$9.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
164K+ 844.53% |
$5.55M - $58.2M
|
184K
$9.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
163K+ 944.68% |
$5.52M - $57.9M
|
181K
$9.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
160K+ 901.64% |
$5.42M - $56.8M
|
178K
$9.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
158K+ 756.49% |
$5.33M - $55.9M
|
178K
$9.2M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
150K+ 958.77% |
$5.07M - $53.1M
|
166K
$8.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
142KNew |
$4.81M - $50.4M
|
142K
$7.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
136K+ 9033.33% |
$4.58M - $48M
|
137K
$7.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
134K+ 974.22% |
$4.54M - $47.6M
|
148K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
134K+ 1017.31% |
$4.52M - $47.4M
|
147K
$7.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
123K+ 999.71% |
$4.16M - $43.6M
|
135K
$6.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
122K+ 949.73% |
$4.12M - $43.2M
|
135K
$6.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
122K+ 880.57% |
$4.11M - $43.1M
|
135K
$6.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
119KNew |
$4.01M - $42.1M
|
119K
$6.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
117K+ 878.98% |
$3.95M - $41.4M
|
130K
$6.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
110K+ 940.92% |
$3.72M - $39M
|
122K
$6.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
108K+ 8798.45% |
$3.65M - $38.2M
|
109K
$5.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
107K+ 2517.74% |
$3.63M - $38.1M
|
112K
$5.76M
|