Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.59M+ 18094.44% |
$244M - $278M
|
4.62M
$314M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.12M+ 89.33% |
$166M - $189M
|
6.62M
$449M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.23M+ 58.38% |
$65.6M - $74.6M
|
3.35M
$227M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18M+ 20.43% |
$62.9M - $71.6M
|
6.98M
$474M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
589K+ 165.95% |
$31.3M - $35.6M
|
944K
$64.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
535K+ 19.88% |
$28.4M - $32.3M
|
3.22M
$219M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
535K+ 19.88% |
$28.4M - $32.3M
|
3.22M
$219M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
488K+ 4795.68% |
$25.9M - $29.5M
|
498K
$33.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
471KNew |
$25.1M - $28.5M
|
471K
$32M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
260K+ 7.68% |
$13.8M - $15.7M
|
3.64M
$247M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
249K+ 282.33% |
$13.2M - $15.1M
|
337K
$22.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
249K+ 552.85% |
$13.2M - $15M
|
294K
$20M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
201K+ 3.06% |
$10.7M - $12.2M
|
6.78M
$460M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
199K+ 75.5% |
$10.6M - $12M
|
462K
$31.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
196KNew |
$10.4M - $11.8M
|
196K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
185K+ 239.14% |
$9.84M - $11.2M
|
263K
$17.8M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
170K+ 16.78% |
$9.02M - $10.3M
|
1.18M
$80.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
164KNew |
$8.73M - $9.93M
|
164K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
161K+ 7.5% |
$8.56M - $9.74M
|
2.31M
$157M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
157K+ 13.59% |
$8.33M - $9.47M
|
1.31M
$88.9M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
145K+ 11.39% |
$7.72M - $8.78M
|
1.42M
$96.4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
126KNew |
$6.72M - $7.64M
|
126K
$8.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
124K+ 58.27% |
$6.58M - $7.49M
|
336K
$22.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
102K+ 56.32% |
$5.41M - $6.16M
|
283K
$19.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.6K+ 5.95% |
$4.98M - $5.66M
|
1.67M
$113M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
92.2K+ 461.23% |
$4.9M - $5.57M
|
112K
$7.62M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
87.1K+ 1932.66% |
$4.63M - $5.27M
|
91.6K
$6.23M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
73.2KNew |
$3.89M - $4.43M
|
73.2K
$4.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
65.3KNew |
$3.47M - $3.95M
|
65.3K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
64.7K+ 466.36% |
$3.44M - $3.92M
|
78.6K
$5.34M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
62.3K+ 12.19% |
$3.31M - $3.77M
|
573K
$39M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
60.9K+ 1613.56% |
$3.24M - $3.68M
|
64.7K
$4.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
59.3K+ 588.05% |
$3.15M - $3.59M
|
69.4K
$4.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58.7K+ 46.37% |
$3.12M - $3.55M
|
185K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
56.4KNew |
$3M - $3.41M
|
56.4K
$3.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
55.9K+ 38.56% |
$2.97M - $3.38M
|
201K
$13.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
53.2K+ 56.01% |
$2.83M - $3.22M
|
148K
$10.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
48.9K+ 30.03% |
$2.6M - $2.96M
|
212K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.4K+ 5.45% |
$2.2M - $2.5M
|
801K
$54.4M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
39.6KNew |
$2.1M - $2.39M
|
39.6K
$2.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
38.9K+ 11.48% |
$2.07M - $2.35M
|
378K
$25.7M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.2K+ 12.58% |
$1.71M - $1.95M
|
288K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
30.5KNew |
$1.62M - $1.84M
|
30.5K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
30K+ 8.75% |
$1.59M - $1.81M
|
373K
$25.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
28K+ 32.71% |
$1.49M - $1.69M
|
113K
$7.71M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.5K+ 10.48% |
$1.46M - $1.66M
|
290K
$19.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27K+ 14.43% |
$1.44M - $1.63M
|
214K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.8K+ 13409.5% |
$1.43M - $1.62M
|
27K
$1.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
26KNew |
$1.38M - $1.57M
|
26K
$1.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
25.4K+ 4.8% |
$1.35M - $1.53M
|
553K
$37.6M
|