Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii S&P 500 High (SPHB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHB) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 HIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.13MNew |
$88.1M - $98.9M
|
1.13M
$104M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
213K+ 3030.36% |
$16.7M - $18.7M
|
220K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
97.5K+ 262.89% |
$7.63M - $8.56M
|
135K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.7K+ 139.98% |
$5.38M - $6.03M
|
118K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62K+ 295.94% |
$4.85M - $5.44M
|
82.9K
$7.69M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.1K+ 295.48% |
$4.7M - $5.28M
|
80.5K
$7.46M
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
44.8KNew |
$3.5M - $3.93M
|
44.8K
$4.15M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
43.4KNew |
$3.39M - $3.8M
|
43.4K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
30K+ 613.04% |
$2.35M - $2.64M
|
34.9K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.6K+ 33.42% |
$2.08M - $2.34M
|
106K
$9.85M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
20.9KNew |
$1.63M - $1.83M
|
20.9K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.5K+ 33.81% |
$1.6M - $1.8M
|
81K
$7.51M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
15.3KNew |
$1.2M - $1.35M
|
15.3K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.7K+ 58.93% |
$1.15M - $1.29M
|
39.7K
$3.68M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.8K+ 235.34% |
$1.08M - $1.21M
|
19.6K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
13.7K+ 18.42% |
$1.07M - $1.2M
|
88K
$8.16M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
12KNew |
$941K - $1.06M
|
12K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
11.4KNew |
$894K - $1M
|
11.4K
$1.06M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$873K - $979K
|
11.2K
$1.03M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.47K+ 7.3% |
$741K - $831K
|
139K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.19KNew |
$484K - $543K
|
6.19K
$573K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.55K+ 51.73% |
$434K - $487K
|
16.3K
$1.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.48K+ 203.56% |
$429K - $481K
|
8.18K
$758K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.32KNew |
$416K - $467K
|
5.32K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.7K+ 173.28% |
$368K - $412K
|
7.41K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.58KNew |
$358K - $402K
|
4.58K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.49K+ 89.76% |
$351K - $394K
|
9.49K
$880K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.36KNew |
$341K - $383K
|
4.36K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.14K+ 370.57% |
$324K - $364K
|
5.26K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4KNew |
$313K - $351K
|
4K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.94KNew |
$308K - $346K
|
3.94K
$366K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.88KNew |
$303K - $340K
|
3.88K
$359K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.49KNew |
$273K - $306K
|
3.49K
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.14KNew |
$245K - $275K
|
3.14K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.86KNew |
$224K - $251K
|
2.86K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.78KNew |
$217K - $244K
|
2.78K
$258K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.36K+ 14.02% |
$184K - $207K
|
19.2K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.3K+ 22.67% |
$180K - $201K
|
12.4K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.43K+ 26.58% |
$112K - $126K
|
6.83K
$633K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.12K+ 4472.0% |
$87.4K - $98.1K
|
1.14K
$106K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.11K+ 4257.69% |
$86.6K - $97.1K
|
1.13K
$105K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05K+ 35.77% |
$82.1K - $92K
|
3.98K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
935+ 4.81% |
$73.1K - $82K
|
20.4K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
872New |
$68.2K - $76.5K
|
872
$80.9K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
852+ 2.17% |
$66.6K - $74.8K
|
40K
$3.71M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
480+ 30.09% |
$37.5K - $42.1K
|
2.08K
$192K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
375+ 17.23% |
$29.3K - $32.9K
|
2.55K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
287New |
$22.4K - $25.2K
|
287
$26.6K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
196New |
$15.3K - $17.2K
|
196
$18.2K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
174New |
$13.6K - $15.3K
|
174
$16.1K
|