Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.97M+ 11769.86% |
$255M - $321M
|
4M
$386M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.65MNew |
$106M - $134M
|
1.65M
$159M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
574KNew |
$36.9M - $46.4M
|
574K
$55.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
464KNew |
$29.8M - $37.5M
|
464K
$44.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
410K+ 94.16% |
$26.4M - $33.1M
|
845K
$81.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
279K+ 141.48% |
$17.9M - $22.5M
|
476K
$45.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
278KNew |
$17.9M - $22.4M
|
278K
$26.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
217KNew |
$14M - $17.6M
|
217K
$20.9M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
209K+ 348803.34% |
$13.5M - $16.9M
|
209K
$20.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
130K+ 125.39% |
$8.36M - $10.5M
|
234K
$22.5M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
116KNew |
$7.49M - $9.41M
|
116K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104KNew |
$6.67M - $8.38M
|
104K
$9.99M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
88.5KNew |
$5.7M - $7.16M
|
88.5K
$8.53M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
70.8K+ 780.92% |
$4.56M - $5.73M
|
79.9K
$7.7M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.4KNew |
$4.02M - $5.05M
|
62.4K
$6.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
61.7KNew |
$3.97M - $4.99M
|
61.7K
$5.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
57KNew |
$3.67M - $4.61M
|
57K
$5.49M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.4KNew |
$3.5M - $4.4M
|
54.4K
$5.24M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.1K+ 48.91% |
$3.35M - $4.21M
|
158K
$15.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
49.6KNew |
$3.19M - $4.01M
|
49.6K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.8K+ 841.72% |
$3.14M - $3.95M
|
54.6K
$5.26M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
47.8KNew |
$3.08M - $3.87M
|
47.8K
$4.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.8K+ 1436.82% |
$3.01M - $3.78M
|
50K
$4.82M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
45.3KNew |
$2.92M - $3.67M
|
45.3K
$4.37M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.4KNew |
$2.66M - $3.34M
|
41.4K
$3.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
41.3KNew |
$2.66M - $3.34M
|
41.3K
$3.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
34.4KNew |
$2.21M - $2.78M
|
34.4K
$3.32M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
31.7KNew |
$2.04M - $2.56M
|
31.7K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.3KNew |
$2.01M - $2.53M
|
31.3K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30K+ 2954.47% |
$1.93M - $2.43M
|
31.1K
$2.99M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29.9KNew |
$1.92M - $2.42M
|
29.9K
$2.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.6K+ 173.35% |
$1.91M - $2.39M
|
46.7K
$4.5M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
28.9KNew |
$1.86M - $2.34M
|
28.9K
$2.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21.6KNew |
$1.39M - $1.75M
|
21.6K
$2.08M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.3K+ 218.15% |
$1.37M - $1.72M
|
31.1K
$2.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
21.3KNew |
$1.37M - $1.72M
|
21.3K
$2.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
20.4KNew |
$1.31M - $1.65M
|
20.4K
$1.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20.2K+ 62.09% |
$1.3M - $1.64M
|
52.8K
$5.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
19.7KNew |
$1.27M - $1.59M
|
19.7K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
19.7KNew |
$1.27M - $1.59M
|
19.7K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.5KNew |
$1.19M - $1.5M
|
18.5K
$1.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
18KNew |
$1.16M - $1.46M
|
18K
$1.74M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.8KNew |
$1.08M - $1.36M
|
16.8K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
14.3KNew |
$921K - $1.16M
|
14.3K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.2KNew |
$912K - $1.15M
|
14.2K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.2KNew |
$847K - $1.06M
|
13.2K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
12.7KNew |
$817K - $1.03M
|
12.7K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.5K+ 64.93% |
$803K - $1.01M
|
31.7K
$3.06M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.5KNew |
$803K - $1.01M
|
12.5K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2K+ 185.98% |
$783K - $984K
|
18.7K
$1.8M
|