Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Mome (SPMO) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 MOME.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
131K+ 1296.68% |
$6.83M - $7.48M
|
142K
$13.7M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
90.8KNew |
$4.72M - $5.17M
|
90.8K
$8.79M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
74.7KNew |
$3.88M - $4.25M
|
74.7K
$7.22M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.2K+ 16.37% |
$3.34M - $3.66M
|
457K
$44.2M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.3K+ 71.54% |
$2.83M - $3.09M
|
130K
$12.6M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.9K+ 24.88% |
$2.39M - $2.61M
|
230K
$22.3M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
41.6K+ 248.03% |
$2.17M - $2.37M
|
58.4K
$5.65M
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
27.5K+ 5.16% |
$1.43M - $1.57M
|
560K
$54.2M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
25.4K+ 612.42% |
$1.32M - $1.45M
|
29.6K
$2.86M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.9KNew |
$1.04M - $1.13M
|
19.9K
$1.92M
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
16.9K+ 17.34% |
$881K - $964K
|
115K
$11.1M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.8KNew |
$771K - $844K
|
14.8K
$1.43M
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14.1K+ 32.19% |
$736K - $805K
|
58.1K
$5.62M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.53K+ 463.39% |
$496K - $543K
|
11.6K
$1.12M
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
9.17KNew |
$477K - $522K
|
9.17K
$886K
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.04K+ 6.23% |
$470K - $515K
|
154K
$14.9M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.52KNew |
$287K - $314K
|
5.52K
$534K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.14KNew |
$215K - $236K
|
4.14K
$400K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
3.1KNew |
$161K - $176K
|
3.1K
$299K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 35.59% |
$158K - $173K
|
11.5K
$1.12M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.33K+ 29.32% |
$121K - $133K
|
10.3K
$993K
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.75K+ 13.68% |
$91K - $99.6K
|
14.5K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.36K+ 5.65% |
$70.5K - $77.2K
|
25.3K
$2.45M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.3K+ 29.94% |
$67.7K - $74.1K
|
5.65K
$546K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
636+ 0.71% |
$33.1K - $36.2K
|
90.8K
$8.79M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
536New |
$27.9K - $30.5K
|
536
$51.8K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
381+ 6.42% |
$19.8K - $21.7K
|
6.32K
$611K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
228New |
$11.9K - $13K
|
228
$22K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
200+ 2.61% |
$10.4K - $11.4K
|
7.87K
$761K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
193+ 3.05% |
$10K - $11K
|
6.52K
$631K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
175New |
$9.1K - $9.96K
|
175
$16.9K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$52 - $56.9
|
7.33K
$709K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$52 - $56.9
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25- 0.22% |
$1.3K - $1.42K
|
11.2K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-243- 7.99% |
$12.6K - $13.8K
|
2.8K
$271K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-250- 1.01% |
$13K - $14.2K
|
24.4K
$2.36M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-279- 10.62% |
$14.5K - $15.9K
|
2.35K
$227K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-448- 13.58% |
$23.3K - $25.5K
|
2.85K
$276K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-450- 3.83% |
$23.4K - $25.6K
|
11.3K
$1.09M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.42K- 1.13% |
$73.6K - $80.6K
|
123K
$11.9M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.16K- 23.68% |
$112K - $123K
|
6.97K
$674K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.23K- 33.24% |
$116K - $127K
|
4.48K
$433K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.4K- 93.62% |
$229K - $251K
|
300
$29K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.12K- 22.88% |
$266K - $291K
|
17.3K
$1.67M
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-8.61K- 67.52% |
$448K - $490K
|
4.14K
$401K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10.1K- 44.97% |
$525K - $575K
|
12.4K
$1.19M
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-16.2K- 25.73% |
$841K - $921K
|
46.7K
$4.52M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.7K- 76.25% |
$1.13M - $1.23M
|
6.76K
$653K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-46.1K- 82.0% |
$2.4M - $2.62M
|
10.1K
$978K
|