Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.36M+ 1326.92% |
$110M - $127M
|
3.61M
$184M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
956K+ 20.8% |
$31.4M - $36.2M
|
5.55M
$283M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
918K+ 5426.04% |
$30.2M - $34.7M
|
935K
$47.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
911K+ 29.57% |
$29.9M - $34.5M
|
3.99M
$203M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
815K+ 42.51% |
$26.8M - $30.9M
|
2.73M
$139M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
506K+ 187.74% |
$16.6M - $19.2M
|
776K
$39.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
467K+ 123.37% |
$15.3M - $17.7M
|
845K
$43M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
458K+ 912.23% |
$15.1M - $17.3M
|
508K
$25.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
385KNew |
$12.6M - $14.6M
|
385K
$19.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
372K+ 76.11% |
$12.2M - $14.1M
|
860K
$43.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
366K+ 24.06% |
$12M - $13.8M
|
1.89M
$96M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
355K+ 1822.47% |
$11.7M - $13.4M
|
374K
$19.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
244K+ 16.02% |
$8.02M - $9.23M
|
1.77M
$90M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
244K+ 123.0% |
$8.01M - $9.22M
|
442K
$22.5M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
184KNew |
$6.04M - $6.96M
|
184K
$9.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
180KNew |
$5.91M - $6.8M
|
180K
$9.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
175K+ 173.66% |
$5.74M - $6.61M
|
275K
$14M
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
135KNew |
$4.44M - $5.11M
|
135K
$6.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
132K+ 114.68% |
$4.34M - $4.99M
|
247K
$12.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
122KNew |
$4.02M - $4.62M
|
122K
$6.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
118KNew |
$3.89M - $4.48M
|
118K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109K+ 48.9% |
$3.57M - $4.11M
|
331K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
108KNew |
$3.55M - $4.09M
|
108K
$5.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
102KNew |
$3.37M - $3.88M
|
102K
$5.22M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
98.3KNew |
$3.23M - $3.72M
|
98.3K
$5.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
98K+ 1371.36% |
$3.22M - $3.71M
|
105K
$5.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
91.6K+ 18.32% |
$3.01M - $3.47M
|
592K
$30.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
88.3KNew |
$2.9M - $3.34M
|
88.3K
$4.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
81.6K+ 60.26% |
$2.68M - $3.09M
|
217K
$11M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
76.5KNew |
$2.51M - $2.89M
|
76.5K
$3.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
76.3KNew |
$2.51M - $2.89M
|
76.3K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66.1K+ 63.36% |
$2.17M - $2.5M
|
170K
$8.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.8K+ 9.46% |
$2.13M - $2.45M
|
750K
$38.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
62.6KNew |
$2.06M - $2.37M
|
62.6K
$3.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
62KNew |
$2.04M - $2.35M
|
62K
$3.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
59.8KNew |
$1.96M - $2.26M
|
59.8K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
57.3K+ 151.19% |
$1.88M - $2.17M
|
95.2K
$4.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
56.8K+ 171.74% |
$1.87M - $2.15M
|
89.9K
$4.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56.3KNew |
$1.85M - $2.13M
|
56.3K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
52.5K+ 66.28% |
$1.73M - $1.99M
|
132K
$6.71M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.2K+ 7.21% |
$1.72M - $1.98M
|
776K
$39.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
51.6K+ 188.05% |
$1.7M - $1.95M
|
79.1K
$4.03M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.6K+ 77.28% |
$1.7M - $1.95M
|
118K
$6.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
50.8KNew |
$1.67M - $1.92M
|
50.8K
$2.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50.4K+ 6.82% |
$1.66M - $1.91M
|
790K
$40.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
49.9KNew |
$1.64M - $1.89M
|
49.9K
$2.54M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47.2KNew |
$1.55M - $1.79M
|
47.2K
$2.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.5K+ 39.85% |
$1.43M - $1.65M
|
153K
$7.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
43.3K+ 30.43% |
$1.42M - $1.64M
|
186K
$9.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.7K+ 21.6% |
$1.3M - $1.5M
|
223K
$11.4M
|