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 209 institutions that hold shares in the stock, with a total of 6.43 Million shares, which have been reported (via 13F filing form) to have a value of $356 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,172
shares
|
$64,835
0.0% of portfolio
|
Q4 2024
Reduced 71.7%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,151
shares
|
$63,673
0.0% of portfolio
|
Q4 2024
Added 74.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,066
shares
|
$58,971
0.0% of portfolio
|
Q4 2024
Added 122.08%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
1,009
shares
|
$55,817
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$55,320
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$55,320
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
971
shares
|
$53,715
0.01% of portfolio
|
Q1 2019
Reduced 19.82%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
958
shares
|
$52,996
0.03% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
950
shares
|
$52,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
886
shares
|
$49,013
0.0% of portfolio
|
Q4 2024
Added 82.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
815
shares
|
$45,085
0.0% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
814
shares
|
$45,030
0.0% of portfolio
|
Q3 2022
Reduced 12.38%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
800
shares
|
$44,256
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
692
shares
|
$38,281
0.01% of portfolio
|
Q4 2024
Reduced 44.86%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
534
shares
|
$29,540
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
522
shares
|
$28,877
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
515
shares
|
$28,489
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
500
shares
|
$27,660
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
500
shares
|
$27,660
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
500
shares
|
$27,660
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
475
shares
|
$26,277
0.01% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
425
shares
|
$23,511
0.0% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
411
shares
|
$22,736
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
406
shares
|
$22,459
0.0% of portfolio
|
Q4 2024
Added 107.14%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
400
shares
|
$22,128
0.02% of portfolio
|
Q4 2024
New holding
|