Institutional Ownership Invesco ETF Tr Ii S&P Global W (CGW)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Global W (CGW). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 6.28 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
5,433
shares
|
$295,011
0.03% of portfolio
|
Q4 2023
Reduced 8.47%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5,388
shares
|
$292,568
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,368
shares
|
$291,482
0.01% of portfolio
|
Q3 2024
Added 38.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,285
shares
|
$286,975
0.0% of portfolio
|
Q3 2024
Reduced 73.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,265
shares
|
$285,889
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
5,150
shares
|
$279,645
0.16% of portfolio
|
Q3 2024
Added 38.63%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,100
shares
|
$276,930
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
5,095
shares
|
$276,658
0.07% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,026
shares
|
$272,911
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,676
shares
|
$253,906
0.0% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,659
shares
|
$252,983
0.14% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,626
shares
|
$251,191
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,591
shares
|
$249,291
0.01% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
4,416
shares
|
$239,788
0.06% of portfolio
|
Q1 2023
Reduced 14.98%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
4,329
shares
|
$235,064
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
4,290
shares
|
$232,947
0.01% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,254
shares
|
$230,992
0.02% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
4,235
shares
|
$229,960
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
4,234
shares
|
$229,906
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
4,204
shares
|
$228,277
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
4,142
shares
|
$224,910
0.0% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
4,134
shares
|
$224,476
0.09% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
4,000
shares
|
$217,200
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
3,966
shares
|
$215,353
0.01% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
3,962
shares
|
$215,136
0.02% of portfolio
|
Q3 2024
New holding
|