Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.46M+ 36.39% |
$109M - $129M
|
5.46M
$526M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
488K+ 29.5% |
$36.5M - $43.3M
|
2.14M
$206M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
284K+ 33.65% |
$21.3M - $25.2M
|
1.13M
$109M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
236K+ 505.27% |
$17.7M - $20.9M
|
283K
$27.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
218KNew |
$16.3M - $19.3M
|
218K
$21M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
210K+ 44.18% |
$15.7M - $18.6M
|
686K
$66.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
201KNew |
$15.1M - $17.8M
|
201K
$19.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
180KNew |
$13.5M - $16M
|
180K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 5453.38% |
$12.2M - $14.5M
|
167K
$16.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 5453.38% |
$12.2M - $14.5M
|
167K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
161K+ 28.01% |
$12M - $14.2M
|
734K
$70.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
159KNew |
$11.9M - $14.1M
|
159K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
147KNew |
$11M - $13M
|
147K
$14.1M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
144K+ 61.56% |
$10.8M - $12.7M
|
377K
$36.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
112K+ 70.78% |
$8.39M - $9.94M
|
271K
$26.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82.4K+ 39.35% |
$6.16M - $7.3M
|
292K
$28.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
79.7KNew |
$5.96M - $7.07M
|
79.7K
$7.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
64K+ 221.55% |
$4.79M - $5.68M
|
93K
$8.96M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61.4KNew |
$4.59M - $5.44M
|
61.4K
$5.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
60.4K+ 68.21% |
$4.52M - $5.35M
|
149K
$14.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.7K+ 4706.5% |
$4.17M - $4.94M
|
56.9K
$5.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
42.9KNew |
$3.21M - $3.81M
|
42.9K
$4.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
42.2K+ 88.17% |
$3.16M - $3.74M
|
90K
$8.68M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
40.4KNew |
$3.02M - $3.58M
|
40.4K
$3.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
34.4KNew |
$2.57M - $3.04M
|
34.4K
$3.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29.9K+ 4652.41% |
$2.24M - $2.65M
|
30.6K
$2.94M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
29.6K+ 413.84% |
$2.21M - $2.62M
|
36.8K
$3.54M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
27.1KNew |
$2.03M - $2.41M
|
27.1K
$2.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.9K+ 23.09% |
$2.01M - $2.38M
|
143K
$13.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.4KNew |
$1.83M - $2.17M
|
24.4K
$2.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.9K+ 127.56% |
$1.79M - $2.12M
|
42.6K
$4.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.7K+ 43.47% |
$1.77M - $2.1M
|
78.1K
$7.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
22K+ 65.89% |
$1.65M - $1.95M
|
55.5K
$5.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.7K+ 29.04% |
$1.63M - $1.93M
|
96.6K
$9.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
21.5K+ 62.45% |
$1.61M - $1.9M
|
55.9K
$5.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.3KNew |
$1.52M - $1.8M
|
20.3K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.9KNew |
$1.49M - $1.76M
|
19.9K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
18.8KNew |
$1.41M - $1.67M
|
18.8K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.6K+ 29.82% |
$1.39M - $1.65M
|
81.1K
$7.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.2K+ 58.28% |
$1.36M - $1.62M
|
49.5K
$4.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.1K+ 226.65% |
$1.35M - $1.6M
|
26.1K
$2.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4K+ 81.64% |
$1.3M - $1.54M
|
38.7K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 40.21% |
$1.24M - $1.47M
|
58K
$5.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
16.6K+ 33.49% |
$1.24M - $1.47M
|
66.2K
$6.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
15.2KNew |
$1.14M - $1.35M
|
15.2K
$1.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.6K+ 255.82% |
$1.09M - $1.29M
|
20.3K
$1.95M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
14.4KNew |
$1.08M - $1.28M
|
14.4K
$1.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.4KNew |
$1.08M - $1.28M
|
14.4K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13.4KNew |
$1M - $1.19M
|
13.4K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
12.1KNew |
$906K - $1.07M
|
12.1K
$1.17M
|