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 231 institutions that hold shares in the stock, with a total of 6.74 Million shares, which have been reported (via 13F filing form) to have a value of $430 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,800
shares
|
$115,002
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,722
shares
|
$110,018
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,658
shares
|
$105,929
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,600
shares
|
$102,224
0.0% of portfolio
|
Q4 2024
Added 1900.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,500
shares
|
$95,835
0.0% of portfolio
|
Q3 2022
Reduced 39.15%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,475
shares
|
$94,237
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
1,454
shares
|
$92,896
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,411
shares
|
$90,148
0.0% of portfolio
|
Q3 2025
Added 38.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,321
shares
|
$84,398
0.0% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,266
shares
|
$80,884
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,162
shares
|
$74,240
0.0% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,135
shares
|
$72,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
1,070
shares
|
$68,362
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,065
shares
|
$68,042
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,009
shares
|
$64,465
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$63,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,000
shares
|
$63,890
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
971
shares
|
$62,037
0.01% of portfolio
|
Q1 2019
Reduced 19.82%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
958
shares
|
$61,206
0.03% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
886
shares
|
$56,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
534
shares
|
$34,117
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
531
shares
|
$33,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
522
shares
|
$33,350
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
519
shares
|
$33,158
0.0% of portfolio
|
Q2 2025
Reduced 53.12%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
515
shares
|
$32,903
0.0% of portfolio
|
Q2 2018
New holding
|
|