Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
132KNew |
$7.26M - $7.92M
|
132K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.3K+ 12.86% |
$1.23M - $1.34M
|
196K
$19.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.3K+ 268.86% |
$842K - $919K
|
21K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 4201.24% |
$559K - $610K
|
10.4K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.85KNew |
$321K - $351K
|
5.85K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.62KNew |
$254K - $277K
|
4.62K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.58K+ 198.31% |
$252K - $275K
|
6.89K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$245K - $268K
|
4.47K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.89KNew |
$214K - $233K
|
3.89K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.36K+ 90.59% |
$184K - $201K
|
7.07K
$697K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 4.54% |
$113K - $124K
|
47.5K
$4.68M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.26K+ 19.5% |
$69.1K - $75.4K
|
7.7K
$760K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1K+ 17.58% |
$55K - $60K
|
6.7K
$661K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
786+ 14.55% |
$43.2K - $47.1K
|
6.19K
$610K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
513+ 6.69% |
$28.2K - $30.8K
|
8.18K
$807K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
464+ 4.21% |
$25.5K - $27.8K
|
11.5K
$1.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
397New |
$21.8K - $23.8K
|
397
$39.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
300+ 0.72% |
$16.5K - $18K
|
41.7K
$4.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
208+ 4.4% |
$11.4K - $12.5K
|
4.93K
$487K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
156+ 0.79% |
$8.57K - $9.35K
|
19.9K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40+ 0.16% |
$2.2K - $2.4K
|
24.4K
$2.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.57% |
$54.9 - $60
|
177
$17.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$54.9 - $60
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 0.07% |
$110 - $120
|
2.85K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6- 60.0% |
$330 - $360
|
4
$395
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11- 0.01% |
$604 - $659
|
115K
$11.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-42- 0.54% |
$2.31K - $2.52K
|
7.8K
$769K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51- 0.77% |
$2.8K - $3.06K
|
6.54K
$645K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-216- 94.74% |
$11.9K - $12.9K
|
12
$1.18K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-376- 75.2% |
$20.7K - $22.5K
|
124
$12.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-522- 4.9% |
$28.7K - $31.3K
|
10.1K
$999K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-748- 71.24% |
$41.1K - $44.8K
|
302
$29.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-970- 38.55% |
$53.3K - $58.2K
|
1.55K
$153K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 6.2% |
$54.9K - $60K
|
15.1K
$1.49M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.04K- 8.4% |
$57K - $62.2K
|
11.3K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.23K- 9.54% |
$67.6K - $73.8K
|
11.7K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.31K- 7.06% |
$72.1K - $78.7K
|
17.3K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.47K- 0.34% |
$80.8K - $88.2K
|
426K
$42M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.62K- 27.43% |
$89K - $97.1K
|
4.29K
$423K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2.15K- 4.96% |
$118K - $129K
|
41.2K
$4.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.4K- 7.88% |
$132K - $144K
|
28K
$2.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.68K- 99.48% |
$147K - $161K
|
14
$1.38K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.8K- 31.64% |
$154K - $168K
|
6.05K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.64K- 43.89% |
$200K - $218K
|
4.65K
$459K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.73K- 15.55% |
$205K - $223K
|
20.2K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.13K- 50.97% |
$227K - $248K
|
3.97K
$392K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.46K- 93.43% |
$355K - $387K
|
454
$44.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11K- 7.95% |
$606K - $661K
|
128K
$12.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.4K- 55.17% |
$1.01M - $1.1M
|
15K
$1.48M
|