Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103K+ 894.85% |
$3.5M - $36.7M
|
115K
$5.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
103K+ 10652.64% |
$3.48M - $36.5M
|
104K
$5.36M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
103K+ 10652.64% |
$3.48M - $36.5M
|
104K
$5.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101K+ 3171.79% |
$3.42M - $35.8M
|
104K
$5.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
97.9K+ 1017.67% |
$3.31M - $34.7M
|
108K
$5.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
95.2K+ 900.0% |
$3.22M - $33.8M
|
106K
$5.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
93.6K+ 1337.63% |
$3.16M - $33.2M
|
101K
$5.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
93.6K+ 533.53% |
$3.16M - $33.2M
|
111K
$5.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
90.7K+ 901.67% |
$3.07M - $32.2M
|
101K
$5.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
84.8K+ 3105.09% |
$2.87M - $30.1M
|
87.6K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
83K+ 842.26% |
$2.8M - $29.4M
|
92.8K
$4.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
69.6K+ 924.59% |
$2.35M - $24.7M
|
77.2K
$3.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.3K+ 704.2% |
$2.34M - $24.6M
|
79.2K
$4.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
68.3K+ 900.33% |
$2.31M - $24.2M
|
75.9K
$3.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
67.6K+ 856.75% |
$2.29M - $24M
|
75.5K
$3.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
63.7K+ 865.07% |
$2.15M - $22.6M
|
71K
$3.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
62.7K+ 821.96% |
$2.12M - $22.2M
|
70.3K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60.8K+ 1016.46% |
$2.06M - $21.6M
|
66.8K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
58.9K+ 717.2% |
$1.99M - $20.9M
|
67.1K
$3.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
57.8K+ 900.02% |
$1.95M - $20.5M
|
64.2K
$3.31M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
56.2K+ 867.2% |
$1.9M - $19.9M
|
62.6K
$3.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
53.3K+ 894.48% |
$1.8M - $18.9M
|
59.3K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
53.3KNew |
$1.8M - $18.9M
|
53.3K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.3K+ 762.38% |
$1.7M - $17.8M
|
56.9K
$2.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49.4K+ 629.18% |
$1.67M - $17.5M
|
57.3K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
48.9K+ 712.41% |
$1.65M - $17.3M
|
55.7K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.6K+ 974.07% |
$1.64M - $17.2M
|
53.6K
$2.76M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
48.5K+ 894.14% |
$1.64M - $17.2M
|
53.9K
$2.78M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45K+ 863.26% |
$1.52M - $15.9M
|
50.2K
$2.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
44.9K+ 944.81% |
$1.52M - $15.9M
|
49.6K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.9KNew |
$1.48M - $15.6M
|
43.9K
$2.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
42K+ 899.94% |
$1.42M - $14.9M
|
46.7K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.6KNew |
$1.37M - $14.4M
|
40.6K
$2.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
39K+ 962.45% |
$1.32M - $13.8M
|
43K
$2.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
37.7K+ 901.8% |
$1.27M - $13.3M
|
41.8K
$2.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
35.4K+ 744.74% |
$1.2M - $12.6M
|
40.2K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35.4K+ 940.14% |
$1.2M - $12.6M
|
39.2K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.3K+ 1357.69% |
$1.19M - $12.5M
|
37.9K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
35K+ 498.7% |
$1.18M - $12.4M
|
42K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.9K+ 882.99% |
$1.08M - $11.3M
|
35.5K
$1.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
31.8K+ 894.03% |
$1.07M - $11.3M
|
35.3K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
31.7K+ 900.0% |
$1.07M - $11.2M
|
35.2K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
30.2K+ 989.33% |
$1.02M - $10.7M
|
33.3K
$1.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.9K+ 953.49% |
$1.01M - $10.6M
|
33.1K
$1.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
28.9K+ 849.59% |
$977K - $10.2M
|
32.3K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.8K+ 814.81% |
$973K - $10.2M
|
32.3K
$1.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27.4K+ 1248.29% |
$927K - $9.72M
|
29.6K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.3K+ 1155.83% |
$922K - $9.66M
|
29.6K
$1.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
26.9K+ 542.61% |
$909K - $9.53M
|
31.9K
$1.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
25KNew |
$845K - $8.86M
|
25K
$1.29M
|