Purchases and Sales Made in Q4 2021 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q4 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP MOMENTUM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
189KNew |
$9.92M - $11.6M
|
189K
$11.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
99.2K+ 308.52% |
$5.21M - $6.06M
|
131K
$8M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.7K+ 9.45% |
$980K - $1.14M
|
216K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.8K+ 11.73% |
$935K - $1.09M
|
170K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.75K+ 29.18% |
$407K - $473K
|
34.3K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
7.62KNew |
$400K - $466K
|
7.62K
$464K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.3K+ 5.86% |
$330K - $385K
|
114K
$6.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.95K+ 101.39% |
$259K - $302K
|
9.82K
$598K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.71KNew |
$247K - $288K
|
4.71K
$287K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4KNew |
$210K - $244K
|
4K
$243K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.68K+ 3.59% |
$193K - $225K
|
106K
$6.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.92KNew |
$153K - $179K
|
2.92K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.89K+ 1.18% |
$98.9K - $115K
|
162K
$9.88M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.69K+ 3.53% |
$88.7K - $103K
|
49.5K
$3.01M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.29K+ 7.65% |
$67.5K - $78.6K
|
18.1K
$1.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.27KNew |
$66.4K - $77.3K
|
1.27K
$77K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.18K+ 6.17% |
$62K - $72.2K
|
20.4K
$1.24M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.03K+ 4.12% |
$53.9K - $62.8K
|
26K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
731New |
$38.3K - $44.7K
|
731
$44.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
380New |
$19.9K - $23.2K
|
380
$23.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
374+ 1.9% |
$19.6K - $22.9K
|
20.1K
$1.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
312+ 1.61% |
$16.4K - $19.1K
|
19.7K
$1.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
302+ 33.67% |
$15.8K - $18.5K
|
1.2K
$73K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
275+ 3.75% |
$14.4K - $16.8K
|
7.6K
$463K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
274+ 3.01% |
$14.4K - $16.7K
|
9.36K
$570K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
203New |
$10.6K - $12.4K
|
203
$12.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
170New |
$8.92K - $10.4K
|
170
$10.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
124New |
$6.51K - $7.58K
|
124
$7.55K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
108+ 0.6% |
$5.67K - $6.6K
|
18.2K
$1.11M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
71+ 0.95% |
$3.72K - $4.34K
|
7.58K
$461K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
45New |
$2.36K - $2.75K
|
45
$2.74K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.17% |
$157 - $183
|
1.76K
$107K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$52.5 - $61.1
|
416
$25.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2- 0.43% |
$105 - $122
|
468
$28.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50Closed |
$2.62K - $3.06K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-150Closed |
$7.87K - $9.17K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-151- 1.18% |
$7.92K - $9.23K
|
12.7K
$771K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-157- 4.06% |
$8.24K - $9.59K
|
3.71K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-210- 5.23% |
$11K - $12.8K
|
3.81K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.37K- 19.62% |
$71.8K - $83.6K
|
5.6K
$341K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.45K- 9.77% |
$76K - $88.5K
|
13.4K
$814K
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.58K- 29.25% |
$82.9K - $96.5K
|
3.82K
$233K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.73KClosed |
$90.8K - $106K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.07KClosed |
$109K - $127K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.28K- 34.25% |
$119K - $139K
|
4.37K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.53K- 35.99% |
$133K - $155K
|
4.5K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.54K- 29.96% |
$395K - $461K
|
17.6K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-183K- 38.91% |
$9.61M - $11.2M
|
287K
$17.5M
|