Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-15K- 35.08% |
$882K - $961K
|
27.8K
$2M
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-15.1K- 48.0% |
$885K - $965K
|
16.3K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.2K- 9.65% |
$1.01M - $1.1M
|
161K
$11.6M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17.8K- 17.44% |
$1.05M - $1.14M
|
84.2K
$6.06M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-19.4K- 15.82% |
$1.14M - $1.24M
|
103K
$7.43M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.3K- 23.18% |
$1.25M - $1.37M
|
70.7K
$5.09M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23.2K- 58.88% |
$1.37M - $1.49M
|
16.2K
$1.17M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.2K- 6.4% |
$1.42M - $1.55M
|
355K
$25.5M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27.3K- 6.77% |
$1.6M - $1.75M
|
376K
$27.1M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.4K- 20.51% |
$1.73M - $1.89M
|
114K
$8.22M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-32.9K- 63.41% |
$1.93M - $2.11M
|
19K
$1.37M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-35.9K- 49.55% |
$2.11M - $2.3M
|
36.5K
$2.63M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40.6K- 18.46% |
$2.39M - $2.61M
|
180K
$12.9M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-44.2K- 19.91% |
$2.6M - $2.84M
|
178K
$12.8M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45.6K- 3.26% |
$2.68M - $2.92M
|
1.35M
$97.5M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-46.7K- 7.41% |
$2.75M - $3M
|
584K
$42.1M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-53.6K- 11.69% |
$3.15M - $3.44M
|
405K
$29.1M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-58.3K- 45.19% |
$3.43M - $3.74M
|
70.7K
$5.09M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-62K- 3.7% |
$3.64M - $3.97M
|
1.61M
$116M
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-63.5K- 59.25% |
$3.73M - $4.07M
|
43.7K
$3.14M
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-63.7K- 61.94% |
$3.74M - $4.08M
|
39.1K
$2.82M
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-65.1K- 74.49% |
$3.83M - $4.17M
|
22.3K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-65.7K- 92.92% |
$3.86M - $4.21M
|
5K
$360K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-67.4K- 30.45% |
$3.96M - $4.32M
|
154K
$11.1M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-69.4K- 9.22% |
$4.08M - $4.45M
|
684K
$49.2M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-79.8K- 96.94% |
$4.69M - $5.11M
|
2.52K
$181K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92.1K- 11.53% |
$5.42M - $5.91M
|
707K
$50.9M
|
|
Nov 14, 2023
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-96.4K- 15.06% |
$5.67M - $6.18M
|
544K
$39.1M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-96.4K- 15.06% |
$5.67M - $6.18M
|
544K
$39.1M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-113K- 85.91% |
$6.67M - $7.27M
|
18.6K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-116K- 1.29% |
$6.81M - $7.42M
|
8.87M
$639M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-117K- 11.31% |
$6.9M - $7.52M
|
920K
$66.2M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-118K- 45.07% |
$6.96M - $7.59M
|
144K
$10.4M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-139K- 7.79% |
$8.15M - $8.88M
|
1.64M
$118M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-141K- 80.67% |
$8.32M - $9.07M
|
33.9K
$2.44M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-146K- 16.79% |
$8.56M - $9.33M
|
722K
$52M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-146K- 10.87% |
$8.56M - $9.34M
|
1.19M
$86M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-264K- 2.64% |
$15.5M - $16.9M
|
9.75M
$702M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-293K- 63.66% |
$17.2M - $18.8M
|
167K
$12M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-319K- 97.22% |
$18.8M - $20.5M
|
9.12K
$657K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-557K- 15.14% |
$32.7M - $35.7M
|
3.12M
$225M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-932K- 40.04% |
$54.8M - $59.8M
|
1.4M
$101M
|