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 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.55K+ 176.66% |
$487K - $559K
|
13.4K
$964K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.15KNew |
$464K - $533K
|
8.15K
$587K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
8.01K+ 78.79% |
$456K - $523K
|
18.2K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
7.87KNew |
$448K - $515K
|
7.87K
$567K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
7.87KNew |
$448K - $514K
|
7.87K
$567K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
7.78K+ 186.61% |
$443K - $508K
|
11.9K
$860K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.76KNew |
$442K - $507K
|
7.76K
$558K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.5K+ 24.75% |
$427K - $490K
|
37.8K
$2.72M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
7.44KNew |
$423K - $486K
|
7.44K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
7.19KNew |
$409K - $470K
|
7.19K
$518K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
7.1KNew |
$404K - $464K
|
7.1K
$511K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.87KNew |
$391K - $449K
|
6.87K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
6.85KNew |
$390K - $448K
|
6.85K
$493K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
6.8K+ 135.29% |
$387K - $444K
|
11.8K
$851K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.75K+ 13.2% |
$384K - $441K
|
57.9K
$4.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
6.55K+ 38.7% |
$373K - $428K
|
23.5K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.3KNew |
$358K - $412K
|
6.3K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.19K+ 11.56% |
$352K - $405K
|
59.8K
$4.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.13K+ 109.22% |
$349K - $401K
|
11.8K
$846K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
6.1K+ 110.15% |
$347K - $399K
|
11.6K
$838K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.96KNew |
$339K - $389K
|
5.96K
$429K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.94K+ 9.73% |
$338K - $388K
|
67K
$4.82M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.77K+ 4.97% |
$329K - $377K
|
122K
$8.78M
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
5.68KNew |
$323K - $371K
|
5.68K
$409K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
5.63KNew |
$320K - $368K
|
5.63K
$405K
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
5.58K+ 9.48% |
$317K - $365K
|
64.4K
$4.64M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
5.5K+ 4.36% |
$313K - $360K
|
132K
$9.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.42K+ 2.45% |
$308K - $354K
|
226K
$16.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.41K+ 100.0% |
$308K - $353K
|
10.8K
$778K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5.31K+ 54.51% |
$302K - $347K
|
15K
$1.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
5.22KNew |
$297K - $341K
|
5.22K
$376K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5KNew |
$285K - $327K
|
5K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.95KNew |
$282K - $324K
|
4.95K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.93KNew |
$281K - $322K
|
4.93K
$355K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.87KNew |
$277K - $318K
|
4.87K
$350K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.84KNew |
$276K - $316K
|
4.84K
$349K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.77KNew |
$271K - $311K
|
4.77K
$343K
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.75KNew |
$270K - $310K
|
4.75K
$342K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.5K+ 2.49% |
$256K - $294K
|
185K
$13.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.43KNew |
$252K - $289K
|
4.43K
$319K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.41KNew |
$251K - $288K
|
4.41K
$318K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.4KNew |
$250K - $287K
|
4.4K
$317K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.35K+ 11.44% |
$248K - $284K
|
42.4K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.29K+ 40.87% |
$244K - $280K
|
14.8K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.13K+ 7.63% |
$235K - $270K
|
58.2K
$4.19M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.12KNew |
$234K - $269K
|
4.12K
$296K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.09KNew |
$233K - $267K
|
4.09K
$295K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.06K+ 0.51% |
$231K - $265K
|
801K
$57.6M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.06K+ 3.04% |
$231K - $265K
|
138K
$9.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.99K+ 18.4% |
$227K - $261K
|
25.7K
$1.85M
|