Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Low (SPLV) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 LOW .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.8K+ 220.14% |
$734K - $775K
|
17.1K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.7K+ 194.5% |
$731K - $771K
|
17.7K
$1.15M
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.3K+ 138.2% |
$706K - $745K
|
19.5K
$1.27M
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
10.8K+ 38.33% |
$673K - $711K
|
38.9K
$2.53M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10K+ 0.65% |
$625K - $660K
|
1.56M
$101M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.99KNew |
$623K - $658K
|
9.99K
$649K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.56K+ 52.04% |
$597K - $630K
|
27.9K
$1.81M
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9.29K+ 10.04% |
$580K - $612K
|
102K
$6.61M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.14KNew |
$508K - $536K
|
8.14K
$528K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.98KNew |
$498K - $526K
|
7.98K
$518K
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.54KNew |
$471K - $497K
|
7.54K
$490K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.51K+ 69.04% |
$469K - $495K
|
18.4K
$1.19M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.51K+ 32.3% |
$469K - $494K
|
30.7K
$2M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.63K+ 106.99% |
$414K - $437K
|
12.8K
$833K
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.32KNew |
$394K - $416K
|
6.32K
$410K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.88KNew |
$367K - $387K
|
5.88K
$382K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.82K+ 2.63% |
$363K - $383K
|
227K
$14.7M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.79K+ 16.39% |
$361K - $381K
|
41.1K
$2.67M
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.73KNew |
$358K - $377K
|
5.73K
$372K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5.68KNew |
$354K - $374K
|
5.68K
$369K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.66K+ 4.35% |
$353K - $373K
|
136K
$8.82M
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
BUY
|
- |
5.49K+ 13.45% |
$343K - $362K
|
46.3K
$3.01M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.39K+ 9.95% |
$337K - $355K
|
59.6K
$3.87M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.18K+ 812.72% |
$323K - $341K
|
5.81K
$378K
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.92KNew |
$307K - $324K
|
4.92K
$319K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.9KNew |
$306K - $323K
|
4.9K
$318K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.84K+ 49.01% |
$302K - $319K
|
14.7K
$956K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$298K - $315K
|
4.78K
$311K
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.77KNew |
$298K - $314K
|
4.77K
$310K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.59K+ 4.58% |
$286K - $302K
|
105K
$6.81M
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$281K - $296K
|
4.5K
$292K
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.44K+ 106.12% |
$277K - $292K
|
8.62K
$560K
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
4.38KNew |
$273K - $288K
|
4.38K
$284K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.7K+ 48.43% |
$231K - $244K
|
11.3K
$736K
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.61KNew |
$226K - $238K
|
3.61K
$235K
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.55KNew |
$221K - $234K
|
3.55K
$230K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.54K+ 4.54% |
$221K - $233K
|
81.5K
$5.29M
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
3.49KNew |
$218K - $230K
|
3.49K
$226K
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.46K+ 43.8% |
$216K - $228K
|
11.4K
$737K
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.45KNew |
$215K - $227K
|
3.45K
$224K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.38K+ 9.33% |
$211K - $223K
|
39.6K
$2.57M
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.33K+ 31.22% |
$208K - $220K
|
14K
$910K
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.26K+ 2.89% |
$203K - $214K
|
116K
$7.53M
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
3.18KNew |
$199K - $210K
|
3.18K
$207K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.17KNew |
$198K - $209K
|
3.17K
$206K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.16KNew |
$197K - $208K
|
3.16K
$205K
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.15KNew |
$197K - $208K
|
3.15K
$205K
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.12KNew |
$195K - $206K
|
3.12K
$203K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.1K+ 8.09% |
$194K - $204K
|
41.4K
$2.69M
|
|
Apr 26, 2024
Q1 2024
|
Genworth Financial Inc
|
BUY
|
- |
3K+ 0.66% |
$187K - $198K
|
458K
$29.8M
|