Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 815.04% |
$99M - $131M
|
1.28M
$171M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
1.13MNew |
$98.6M - $130M
|
1.13M
$152M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
427KNew |
$37.2M - $49M
|
427K
$57.2M
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
160KNew |
$13.9M - $18.4M
|
160K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
137K+ 56.41% |
$11.9M - $15.7M
|
379K
$50.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
133KNew |
$11.6M - $15.3M
|
133K
$17.9M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
132KNew |
$11.5M - $15.2M
|
132K
$17.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
127KNew |
$11.1M - $14.6M
|
127K
$17M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
113K+ 303.59% |
$9.84M - $13M
|
150K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.2K+ 7.16% |
$8.38M - $11.1M
|
1.44M
$193M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88.6KNew |
$7.72M - $10.2M
|
88.6K
$11.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
76.4KNew |
$6.66M - $8.78M
|
76.4K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
52.7K+ 212.32% |
$4.59M - $6.05M
|
77.5K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.1K+ 13.28% |
$4.45M - $5.87M
|
436K
$58.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40.8KNew |
$3.56M - $4.69M
|
40.8K
$5.47M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.8K+ 25.7% |
$3.55M - $4.69M
|
200K
$26.7M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.8K+ 47.97% |
$3.47M - $4.58M
|
123K
$16.5M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36.4KNew |
$3.17M - $4.18M
|
36.4K
$4.88M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27.5K+ 899.8% |
$2.39M - $3.16M
|
30.6K
$4.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.4K+ 34.09% |
$2.21M - $2.91M
|
99.7K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.9KNew |
$2.17M - $2.86M
|
24.9K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.3K+ 133.56% |
$1.85M - $2.44M
|
37.2K
$4.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2K+ 17.21% |
$1.67M - $2.2M
|
131K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.5K+ 13.02% |
$1.61M - $2.12M
|
160K
$21.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.8K+ 2.26% |
$1.55M - $2.04M
|
806K
$108M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.8K+ 2.26% |
$1.55M - $2.04M
|
806K
$108M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
17.7K+ 79.03% |
$1.54M - $2.03M
|
40.1K
$5.38M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.2K+ 131.63% |
$1.5M - $1.97M
|
30.2K
$4.05M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17K+ 38.4% |
$1.48M - $1.95M
|
61.3K
$8.21M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.8KNew |
$1.46M - $1.93M
|
16.8K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.6K+ 210.28% |
$1.36M - $1.8M
|
23.1K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15.5KNew |
$1.35M - $1.78M
|
15.5K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.7KNew |
$1.28M - $1.69M
|
14.7K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 7.11% |
$1.25M - $1.65M
|
216K
$29M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.6K+ 37.41% |
$1.19M - $1.56M
|
50K
$6.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.3KNew |
$1.16M - $1.52M
|
13.3K
$1.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
12.2KNew |
$1.06M - $1.4M
|
12.2K
$1.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
11.9KNew |
$1.04M - $1.37M
|
11.9K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.01KNew |
$785K - $1.04M
|
9.01K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.74K+ 26.22% |
$761K - $1M
|
42.1K
$5.64M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
8.03K+ 10.17% |
$700K - $923K
|
87K
$11.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.58K+ 194.03% |
$660K - $871K
|
11.5K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.52KNew |
$655K - $864K
|
7.52K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.49KNew |
$653K - $861K
|
7.49K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
7.49K+ 8.92% |
$652K - $860K
|
91.5K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.2K+ 2.65% |
$627K - $827K
|
279K
$37.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.89K+ 5.48% |
$600K - $791K
|
133K
$17.8M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
6.55KNew |
$571K - $752K
|
6.55K
$878K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.45K+ 22.62% |
$561K - $740K
|
34.9K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.53K+ 21.12% |
$482K - $635K
|
31.7K
$4.25M
|