Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.86M+ 53.76% |
$174M - $187M
|
8.18M
$531M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.12M+ 18.06% |
$68.4M - $73.3M
|
7.33M
$476M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
652K+ 78.0% |
$39.8M - $42.6M
|
1.49M
$96.7M
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
606KNew |
$37M - $39.6M
|
606K
$39.3M
|
|
Feb 14, 2023
Q4 2022
|
Dow Chemical CO
Midland, MI |
BUY
|
- |
594K+ 14.86% |
$36.3M - $38.9M
|
4.59M
$298M
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
447K+ 946.49% |
$27.3M - $29.2M
|
495K
$32.1M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
426KNew |
$26M - $27.8M
|
426K
$27.7M
|
|
Feb 14, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
424K+ 900.0% |
$25.9M - $27.7M
|
471K
$30.6M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
373K+ 16.51% |
$22.8M - $24.4M
|
2.63M
$171M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
364K+ 93.81% |
$22.2M - $23.8M
|
751K
$48.8M
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
318KNew |
$19.4M - $20.8M
|
318K
$20.6M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
308KNew |
$18.8M - $20.1M
|
308K
$20M
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
301K+ 420.79% |
$18.4M - $19.7M
|
372K
$24.2M
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
156K+ 91.44% |
$9.5M - $10.2M
|
326K
$21.2M
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
144K+ 326.37% |
$8.77M - $9.4M
|
188K
$12.2M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143K+ 32.13% |
$8.73M - $9.35M
|
589K
$38.2M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
128KNew |
$7.79M - $8.35M
|
128K
$8.3M
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
121KNew |
$7.41M - $7.93M
|
121K
$7.88M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
115K+ 78.09% |
$6.99M - $7.48M
|
261K
$17M
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
113KNew |
$6.87M - $7.35M
|
113K
$7.31M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
110K+ 796.19% |
$6.7M - $7.17M
|
124K
$8.02M
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
105KNew |
$6.43M - $6.89M
|
105K
$6.85M
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
104KNew |
$6.36M - $6.81M
|
104K
$6.77M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
101KNew |
$6.19M - $6.63M
|
101K
$6.59M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
98.7KNew |
$6.03M - $6.45M
|
98.7K
$6.41M
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
95.5KNew |
$5.83M - $6.24M
|
95.5K
$6.2M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
92.3KNew |
$5.63M - $6.03M
|
92.3K
$5.99M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.3K+ 24.08% |
$4.78M - $5.12M
|
403K
$26.2M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.9K+ 4.25% |
$4.69M - $5.03M
|
1.89M
$122M
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
76.6KNew |
$4.67M - $5.01M
|
76.6K
$4.97M
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
68.5KNew |
$4.18M - $4.48M
|
68.5K
$4.45M
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
66.5KNew |
$4.06M - $4.34M
|
66.5K
$4.32M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
64K+ 147.0% |
$3.9M - $4.18M
|
108K
$6.98M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59.4K+ 11.34% |
$3.62M - $3.88M
|
583K
$37.9M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56.6K+ 3.87% |
$3.45M - $3.7M
|
1.52M
$98.7M
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
54.3KNew |
$3.31M - $3.55M
|
54.3K
$3.53M
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
54K+ 337.5% |
$3.3M - $3.53M
|
70K
$4.55M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
53.9KNew |
$3.29M - $3.52M
|
53.9K
$3.5M
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
52.1K+ 222.47% |
$3.18M - $3.41M
|
75.6K
$4.91M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
47.1KNew |
$2.88M - $3.08M
|
47.1K
$3.06M
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
46.9K+ 41.92% |
$2.86M - $3.07M
|
159K
$10.3M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45.6K+ 55.89% |
$2.78M - $2.98M
|
127K
$8.26M
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
40.6KNew |
$2.48M - $2.65M
|
40.6K
$2.64M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.8K+ 24.79% |
$2.36M - $2.53M
|
195K
$12.7M
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
37.6KNew |
$2.29M - $2.45M
|
37.6K
$2.44M
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
34.7KNew |
$2.12M - $2.27M
|
34.7K
$2.25M
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
32.9KNew |
$2.01M - $2.15M
|
32.9K
$2.14M
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
32.7KNew |
$1.99M - $2.13M
|
32.7K
$2.12M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
32.6K+ 193.12% |
$1.99M - $2.13M
|
49.5K
$3.22M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30.5K+ 630.44% |
$1.86M - $1.99M
|
35.3K
$2.3M
|