Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.9K+ 36.9% |
$2.3M - $2.53M
|
182K
$8.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
45.5KNew |
$2.14M - $2.35M
|
45.5K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.9K+ 22.16% |
$2.06M - $2.27M
|
242K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
43KNew |
$2.02M - $2.22M
|
43K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
42.4K+ 26.66% |
$1.99M - $2.19M
|
202K
$9.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
41.6K+ 89.29% |
$1.95M - $2.15M
|
88.2K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
39.1KNew |
$1.83M - $2.02M
|
39.1K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
38.9K+ 21.9% |
$1.82M - $2.01M
|
216K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
38.3K+ 98.12% |
$1.8M - $1.98M
|
77.4K
$3.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
38.1KNew |
$1.79M - $1.97M
|
38.1K
$1.78M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
36.9K+ 588.19% |
$1.73M - $1.9M
|
43.1K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.5K+ 13.92% |
$1.66M - $1.83M
|
290K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.4K+ 26.5% |
$1.66M - $1.83M
|
169K
$7.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
30.6K+ 17.65% |
$1.44M - $1.58M
|
204K
$9.53M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.4K+ 30.78% |
$1.42M - $1.57M
|
129K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.3K+ 1.1% |
$1.38M - $1.51M
|
2.7M
$126M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
28.8KNew |
$1.35M - $1.49M
|
28.8K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
27.4K+ 43.58% |
$1.29M - $1.42M
|
90.3K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.4K+ 283.55% |
$1.29M - $1.41M
|
37.1K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.3K+ 3.37% |
$1.28M - $1.41M
|
838K
$39.2M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
26.9KNew |
$1.26M - $1.39M
|
26.9K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.2K+ 2.83% |
$1.23M - $1.35M
|
951K
$44.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.2K+ 61.7% |
$1.23M - $1.35M
|
68.6K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
23.5KNew |
$1.1M - $1.21M
|
23.5K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
22.3K+ 14.44% |
$1.05M - $1.15M
|
177K
$8.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.1KNew |
$1.04M - $1.14M
|
22.1K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
22.1KNew |
$1.04M - $1.14M
|
22.1K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22K+ 30.46% |
$1.03M - $1.13M
|
94.1K
$4.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
21.8KNew |
$1.02M - $1.12M
|
21.8K
$1.02M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
21.6KNew |
$1.02M - $1.12M
|
21.6K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.4K+ 40.03% |
$1.01M - $1.11M
|
75K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.4K+ 91.25% |
$1.01M - $1.11M
|
44.9K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20K+ 57.14% |
$939K - $1.03M
|
55K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
19.9KNew |
$934K - $1.03M
|
19.9K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
17.9K+ 54.89% |
$840K - $924K
|
50.5K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.9K+ 12.07% |
$839K - $923K
|
166K
$7.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
17.7K+ 62.77% |
$829K - $912K
|
45.8K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 167.86% |
$774K - $852K
|
26.3K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
16.5K+ 17.28% |
$772K - $849K
|
112K
$5.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
16.2K+ 49.37% |
$760K - $835K
|
49K
$2.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
16.1K+ 15.45% |
$757K - $832K
|
120K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
15.4KNew |
$723K - $795K
|
15.4K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.1KNew |
$707K - $777K
|
15.1K
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.8K+ 95.19% |
$695K - $765K
|
30.4K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.3KNew |
$671K - $738K
|
14.3K
$669K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
14KNew |
$657K - $722K
|
14K
$654K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.1K+ 3.35% |
$616K - $677K
|
405K
$18.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13K+ 63.87% |
$609K - $669K
|
33.3K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.7K+ 68.27% |
$598K - $657K
|
31.4K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.6K+ 64.27% |
$591K - $650K
|
32.2K
$1.51M
|