Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.4M+ 484.52% |
$433M - $491M
|
1.69M
$87.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
204K+ 859.0% |
$62.8M - $71.3M
|
228K
$11.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
100K+ 37.51% |
$30.8M - $35M
|
367K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
97.7K+ 1633.13% |
$30.1M - $34.2M
|
104K
$5.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
70.2K+ 899.97% |
$21.6M - $24.6M
|
78K
$4.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
56.9KNew |
$17.5M - $19.9M
|
56.9K
$2.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
52.5KNew |
$16.2M - $18.4M
|
52.5K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.9K+ 17.13% |
$11.4M - $12.9M
|
252K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.8K+ 15.93% |
$10.7M - $12.2M
|
253K
$13.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
32.3K+ 5.63% |
$9.94M - $11.3M
|
605K
$31.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
27.7K+ 21.23% |
$8.54M - $9.68M
|
158K
$8.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
23.3K+ 1156.85% |
$7.18M - $8.15M
|
25.3K
$1.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22K+ 762.38% |
$6.78M - $7.69M
|
24.9K
$1.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
20.8KNew |
$6.42M - $7.29M
|
20.8K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.9K+ 108.68% |
$5.83M - $6.61M
|
36.3K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
18.7KNew |
$5.75M - $6.53M
|
18.7K
$963K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$3.96M - $4.49M
|
12.8K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12K+ 335.58% |
$3.71M - $4.21M
|
15.6K
$807K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.4K+ 636.81% |
$3.5M - $3.98M
|
13.2K
$679K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.2K+ 51.94% |
$3.45M - $3.92M
|
32.8K
$1.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.42K+ 61.75% |
$2.29M - $2.6M
|
19.4K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.6KNew |
$2.03M - $2.31M
|
6.6K
$340K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
6.48KNew |
$2M - $2.27M
|
6.48K
$334K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
5.35K+ 265.62% |
$1.65M - $1.87M
|
7.36K
$380K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.78KNew |
$1.47M - $1.67M
|
4.78K
$247K
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
4.75KNew |
$1.46M - $1.66M
|
4.75K
$245K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.64K+ 25.36% |
$1.43M - $1.62M
|
22.9K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.37K+ 271.28% |
$1.35M - $1.53M
|
5.99K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.3K+ 16.96% |
$1.33M - $1.5M
|
29.6K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.66K+ 9.94% |
$1.13M - $1.28M
|
40.4K
$2.09M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.37K+ 92.36% |
$1.04M - $1.18M
|
7.02K
$363K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.32K+ 23.33% |
$1.02M - $1.16M
|
17.5K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.7K+ 64.72% |
$831K - $943K
|
6.86K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.61K+ 5.32% |
$803K - $911K
|
51.6K
$2.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6KNew |
$801K - $909K
|
2.6K
$134K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.58K+ 3.68% |
$795K - $902K
|
72.6K
$3.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
2.48K+ 20666.67% |
$764K - $867K
|
2.49K
$129K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.36KNew |
$727K - $825K
|
2.36K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.34KNew |
$723K - $820K
|
2.34K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.07K+ 9.13% |
$637K - $723K
|
24.7K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.04K+ 13.93% |
$629K - $713K
|
16.7K
$861K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.88K+ 15.76% |
$578K - $656K
|
13.8K
$711K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.79K+ 1.41% |
$552K - $626K
|
129K
$6.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.7KNew |
$525K - $595K
|
1.7K
$87.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.62KNew |
$499K - $566K
|
1.62K
$83.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 116.83% |
$454K - $515K
|
2.73K
$141K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.41K+ 2.63% |
$436K - $495K
|
55.1K
$2.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.38KNew |
$426K - $484K
|
1.38K
$71.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.35K+ 185.95% |
$416K - $472K
|
2.08K
$107K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.23KNew |
$378K - $429K
|
1.23K
$63.3K
|