Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-20.3K- 30.78% |
$1.82M - $2M
|
45.6K
$4.55M
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.3K- 30.99% |
$2.28M - $2.5M
|
56.4K
$5.64M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.5K- 20.32% |
$2.47M - $2.71M
|
108K
$10.8M
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-63.5K- 72.23% |
$5.72M - $6.26M
|
24.4K
$2.44M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-80.9K- 25.15% |
$7.28M - $7.98M
|
241K
$24.1M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-226K- 36.61% |
$20.3M - $22.3M
|
391K
$39.1M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-240K- 33.47% |
$21.6M - $23.6M
|
476K
$47.6M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-694K- 35.83% |
$62.4M - $68.4M
|
1.24M
$124M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21M- 22.15% |
$109M - $119M
|
4.24M
$424M
|