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 |
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
5,358
shares
|
$315,639
0.05% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
5,271
shares
|
$310,514
0.01% of portfolio
|
Q4 2024
Added 50.04%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
5,252
shares
|
$309,395
0.03% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,139
shares
|
$302,738
0.08% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,100
shares
|
$300,441
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
5,095
shares
|
$300,146
0.06% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,000
shares
|
$294,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
4,835
shares
|
$284,829
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,746
shares
|
$279,586
0.01% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
4,659
shares
|
$274,461
0.12% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
4,502
shares
|
$265,212
0.1% of portfolio
|
Q1 2025
Reduced 51.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,483
shares
|
$264,093
0.0% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
4,416
shares
|
$260,146
0.06% of portfolio
|
Q1 2023
Reduced 14.98%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
4,398
shares
|
$259,086
0.09% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,256
shares
|
$250,720
0.0% of portfolio
|
Q1 2025
Reduced 56.41%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,255
shares
|
$250,662
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
4,234
shares
|
$249,424
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,108
shares
|
$242,002
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,013
shares
|
$236,405
0.01% of portfolio
|
Q1 2025
Reduced 39.22%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$235,640
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
3,871
shares
|
$228,040
0.06% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,720
shares
|
$219,145
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,700
shares
|
$217,967
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
3,626
shares
|
$213,607
0.0% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
3,250
shares
|
$191,457
0.07% of portfolio
|
Q4 2023
New holding
|