Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii S&P 500 Enha (SPVU)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Enha (SPVU) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 ENHA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.3K+ 13.98% |
$1.28M - $1.42M
|
215K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13K+ 7.54% |
$633K - $704K
|
186K
$9.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.43KNew |
$410K - $456K
|
8.43K
$441K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
6.22K+ 54.75% |
$302K - $336K
|
17.6K
$920K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.95K+ 800.27% |
$289K - $322K
|
6.69K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.09KNew |
$199K - $222K
|
4.09K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.5KNew |
$73.1K - $81.3K
|
1.5K
$78.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11K+ 140.97% |
$53.9K - $60K
|
1.89K
$99.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
630+ 5.39% |
$30.6K - $34.1K
|
12.3K
$645K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
421+ 6.83% |
$20.5K - $22.8K
|
6.59K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
211New |
$10.3K - $11.4K
|
211
$11.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
186+ 2.91% |
$9.05K - $10.1K
|
6.59K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
182New |
$8.85K - $9.85K
|
182
$9.53K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
133New |
$6.47K - $7.2K
|
133
$6.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
54+ 0.34% |
$2.63K - $2.92K
|
15.9K
$835K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
43+ 0.9% |
$2.09K - $2.33K
|
4.8K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38+ 0.48% |
$1.85K - $2.06K
|
7.95K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 0.7% |
$876 - $974
|
2.58K
$135K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13+ 4.53% |
$632 - $704
|
300
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11New |
$535 - $595
|
11
$576
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.57% |
$487 - $541
|
1.76K
$92.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2+ 0.0% |
$97.3 - $108
|
97.4K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.01% |
$48.7 - $54.1
|
10.6K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$48.7 - $54.1
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36- 1.41% |
$1.75K - $1.95K
|
2.53K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-178- 5.39% |
$8.66K - $9.63K
|
3.13K
$164K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-228- 2.3% |
$11.1K - $12.3K
|
9.69K
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-244- 6.85% |
$11.9K - $13.2K
|
3.32K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-293- 5.69% |
$14.3K - $15.9K
|
4.86K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-296- 3.49% |
$14.4K - $16K
|
8.19K
$429K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-397- 37.81% |
$19.3K - $21.5K
|
653
$34.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-578- 0.98% |
$28.1K - $31.3K
|
58.3K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-644- 4.66% |
$31.3K - $34.9K
|
13.2K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-800- 0.48% |
$38.9K - $43.3K
|
167K
$8.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-804- 2.52% |
$39.1K - $43.5K
|
31.1K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.9K- 9.16% |
$771K - $858K
|
157K
$8.23M
|