Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q3 2024. 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 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
623K+ 43723.23% |
$38.3M - $42M
|
624K
$43.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
578K+ 12.49% |
$35.5M - $38.9M
|
5.2M
$359M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
493K+ 51.24% |
$30.3M - $33.2M
|
1.45M
$100M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
377K+ 5.05% |
$23.2M - $25.4M
|
7.83M
$540M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
325K+ 11.67% |
$20M - $21.9M
|
3.11M
$215M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
325K+ 8.83% |
$20M - $21.9M
|
4.01M
$276M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
303K+ 193.02% |
$18.6M - $20.4M
|
460K
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
299K+ 20.37% |
$18.4M - $20.2M
|
1.77M
$122M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
290K+ 20.41% |
$17.8M - $19.5M
|
1.71M
$118M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
261K+ 3.71% |
$16M - $17.6M
|
7.28M
$502M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
231K+ 30.01% |
$14.2M - $15.5M
|
1M
$69M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
203K+ 21.57% |
$12.5M - $13.7M
|
1.14M
$78.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
198K+ 93.32% |
$12.2M - $13.3M
|
410K
$28.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
197K+ 10.41% |
$12.1M - $13.3M
|
2.09M
$144M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189K+ 1359.16% |
$11.6M - $12.7M
|
203K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
165K+ 4.6% |
$10.1M - $11.1M
|
3.75M
$259M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
156K+ 10.91% |
$9.59M - $10.5M
|
1.59M
$109M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
142K+ 1.86% |
$8.71M - $9.54M
|
7.74M
$534M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
127K+ 5093.69% |
$7.79M - $8.54M
|
129K
$8.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
124K+ 40.01% |
$7.64M - $8.37M
|
435K
$30M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
123K+ 98.93% |
$7.59M - $8.32M
|
248K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
120K+ 9.67% |
$7.35M - $8.05M
|
1.36M
$93.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
114K+ 11.15% |
$6.98M - $7.65M
|
1.13M
$78M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
108K+ 410.17% |
$6.63M - $7.27M
|
134K
$9.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
95.9K+ 10954.29% |
$5.89M - $6.46M
|
96.7K
$6.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
90.2KNew |
$5.55M - $6.08M
|
90.2K
$6.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88.5K+ 33.58% |
$5.44M - $5.96M
|
352K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
77.6K+ 26.27% |
$4.77M - $5.23M
|
373K
$25.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69.3K+ 6825.49% |
$4.26M - $4.67M
|
70.4K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
66.8K+ 6.84% |
$4.1M - $4.5M
|
1.04M
$71.9M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
62.8K+ 47.29% |
$3.86M - $4.23M
|
196K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
62.3KNew |
$3.83M - $4.2M
|
62.3K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
62.2K+ 1244.0% |
$3.82M - $4.19M
|
67.2K
$4.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
61.1K+ 71.76% |
$3.75M - $4.11M
|
146K
$10.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
54.1KNew |
$3.32M - $3.64M
|
54.1K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
50.5K+ 990.1% |
$3.11M - $3.4M
|
55.6K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.3K+ 3.56% |
$3.03M - $3.32M
|
1.43M
$98.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
48.7K+ 121.1% |
$2.99M - $3.28M
|
88.9K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.2K+ 264.35% |
$2.59M - $2.84M
|
58.1K
$4.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
41.2KNew |
$2.53M - $2.77M
|
41.2K
$2.84M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
41.1K+ 393.35% |
$2.52M - $2.77M
|
51.5K
$3.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
40.8K+ 19.53% |
$2.51M - $2.75M
|
250K
$17.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39.8KNew |
$2.45M - $2.68M
|
39.8K
$2.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
39.4K+ 594.11% |
$2.42M - $2.65M
|
46K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36.2K+ 3.73% |
$2.22M - $2.44M
|
1.01M
$69.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
36K+ 23.98% |
$2.21M - $2.42M
|
186K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.9KNew |
$2.21M - $2.42M
|
35.9K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.3K+ 103.89% |
$2.11M - $2.31M
|
67.4K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
34.2K+ 22.13% |
$2.1M - $2.3M
|
189K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32KNew |
$1.97M - $2.15M
|
32K
$2.21M
|