Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
363KNew |
$27.2M - $32.9M
|
363K
$48.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
130K+ 10.73% |
$9.74M - $11.8M
|
1.34M
$180M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
129KNew |
$9.65M - $11.7M
|
129K
$17.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
122K+ 45.84% |
$9.14M - $11.1M
|
389K
$52.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
115K+ 421.97% |
$8.58M - $10.4M
|
142K
$19M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.1K+ 31.6% |
$2.85M - $3.45M
|
159K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.3K+ 30.1% |
$2.41M - $2.92M
|
139K
$18.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.9K+ 17.36% |
$2.23M - $2.7M
|
202K
$27.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.9K+ 982.78% |
$1.93M - $2.34M
|
28.5K
$3.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.8KNew |
$1.86M - $2.24M
|
24.8K
$3.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
24.3KNew |
$1.82M - $2.2M
|
24.3K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
24.3KNew |
$1.82M - $2.2M
|
24.3K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.4K+ 284.4% |
$1.3M - $1.57M
|
23.5K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
16.6KNew |
$1.24M - $1.5M
|
16.6K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 57.41% |
$855K - $1.03M
|
31.3K
$4.2M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10.2K+ 676.41% |
$762K - $921K
|
11.7K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.28K+ 44.76% |
$694K - $839K
|
30K
$4.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.04KNew |
$676K - $817K
|
9.04K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.49K+ 30.43% |
$635K - $768K
|
36.4K
$4.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.3KNew |
$621K - $751K
|
8.3K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.12K+ 123.64% |
$532K - $644K
|
12.9K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.81K+ 5.73% |
$510K - $616K
|
126K
$16.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.4K+ 40.0% |
$479K - $579K
|
22.4K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.24KNew |
$467K - $564K
|
6.24K
$836K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.57K+ 4.7% |
$416K - $504K
|
124K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.52K+ 2.07% |
$413K - $499K
|
272K
$36.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.19K+ 121.66% |
$388K - $469K
|
9.45K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
4.55K+ 5.72% |
$340K - $411K
|
84K
$11.3M
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.34KNew |
$325K - $393K
|
4.34K
$582K
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.34KNew |
$325K - $393K
|
4.34K
$582K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.02KNew |
$301K - $364K
|
4.02K
$539K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.85KNew |
$288K - $349K
|
3.85K
$516K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.69K+ 59.16% |
$276K - $334K
|
9.93K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.6KNew |
$269K - $326K
|
3.6K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
3.6K+ 20.32% |
$269K - $325K
|
21.3K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.16K+ 73.97% |
$237K - $286K
|
7.44K
$997K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.13K+ 18.12% |
$234K - $283K
|
20.4K
$2.73M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.9KNew |
$217K - $262K
|
2.9K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.88K+ 1.2% |
$215K - $260K
|
242K
$32.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.84K+ 2.9% |
$212K - $257K
|
101K
$13.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.82K+ 6.8% |
$211K - $255K
|
44.3K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.8K+ 2.58% |
$210K - $254K
|
111K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.79K+ 12.07% |
$209K - $253K
|
25.9K
$3.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.74K+ 873.25% |
$205K - $248K
|
3.06K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.58K+ 10.92% |
$193K - $233K
|
26.2K
$3.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
2.45KNew |
$183K - $221K
|
2.45K
$328K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.44KNew |
$183K - $221K
|
2.44K
$327K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.44KNew |
$183K - $221K
|
2.44K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.4KNew |
$179K - $217K
|
2.4K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.35KNew |
$176K - $212K
|
2.35K
$314K
|