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 213 institutions that hold shares in the stock, with a total of 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
8,400
shares
|
$494,844
0.06% of portfolio
|
Q2 2023
Added 5.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,383
shares
|
$493,842
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,212
shares
|
$483,768
0.01% of portfolio
|
Q3 2023
Added 0.28%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,855
shares
|
$462,738
0.36% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,660
shares
|
$451,250
0.0% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,500
shares
|
$441,825
0.01% of portfolio
|
Q1 2022
Reduced 2.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
7,486
shares
|
$441,000
0.03% of portfolio
|
Q3 2024
Reduced 40.92%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
7,345
shares
|
$432,693
0.27% of portfolio
|
Q1 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,297
shares
|
$429,866
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
7,257
shares
|
$427,509
0.14% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
7,164
shares
|
$422,031
0.31% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,952
shares
|
$409,542
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,945
shares
|
$409,129
0.05% of portfolio
|
Q2 2019
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,884
shares
|
$405,536
0.0% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,842
shares
|
$403,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,738
shares
|
$396,935
0.19% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
6,557
shares
|
$386,272
0.06% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
6,491
shares
|
$382,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,186
shares
|
$364,417
0.0% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
5,900
shares
|
$347,569
0.1% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,823
shares
|
$343,032
0.01% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
5,616
shares
|
$330,838
0.03% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
5,612
shares
|
$330,602
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
5,536
shares
|
$326,125
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,525
shares
|
$325,477
0.09% of portfolio
|
Q4 2024
Reduced 12.65%
|