Purchases and Sales Made in Q4 2023 in Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Mome (SPMO) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 MOME.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
45.1KNew |
$2.5M - $2.96M
|
45.1K
$4.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
38.5K+ 6.95% |
$2.14M - $2.53M
|
593K
$61.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.6KNew |
$1.81M - $2.14M
|
32.6K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.04K+ 2.12% |
$501K - $593K
|
435K
$44.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8.67K+ 125.86% |
$481K - $569K
|
15.6K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.05K+ 173.11% |
$446K - $528K
|
12.7K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.7KNew |
$372K - $440K
|
6.7K
$691K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.06KNew |
$336K - $398K
|
6.06K
$625K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.68K+ 60.76% |
$259K - $307K
|
12.4K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.54K+ 67.86% |
$252K - $298K
|
11.2K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.91K+ 55.33% |
$217K - $257K
|
11K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3.56KNew |
$198K - $234K
|
3.56K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.26KNew |
$180K - $214K
|
3.26K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.31KNew |
$128K - $152K
|
2.31K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.13K+ 14.25% |
$118K - $140K
|
17.1K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.97K+ 11.38% |
$109K - $129K
|
19.2K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.96K+ 648.34% |
$109K - $129K
|
2.26K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.83K+ 45.95% |
$101K - $120K
|
5.8K
$598K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 2.65% |
$69.8K - $82.6K
|
48.7K
$5.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.17KNew |
$64.9K - $76.9K
|
1.17K
$121K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.01K+ 0.51% |
$55.8K - $66K
|
197K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
436New |
$24.2K - $28.6K
|
436
$44.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
330+ 7.7% |
$18.3K - $21.7K
|
4.62K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
154+ 3.33% |
$8.53K - $10.1K
|
4.77K
$492K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
114+ 3.11% |
$6.32K - $7.48K
|
3.78K
$389K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60New |
$3.33K - $3.94K
|
60
$6.19K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$554 - $656
|
10
$1.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.09% |
$333 - $394
|
6.55K
$675K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$55.4 - $65.6
|
178
$18.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8- 0.28% |
$443 - $525
|
2.84K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-12- 0.24% |
$665 - $788
|
4.92K
$507K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-28- 0.45% |
$1.55K - $1.84K
|
6.16K
$635K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-154- 97.47% |
$8.53K - $10.1K
|
4
$412
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-185- 2.37% |
$10.3K - $12.1K
|
7.61K
$785K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-442- 5.41% |
$24.5K - $29K
|
7.74K
$797K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-625- 10.33% |
$34.6K - $41K
|
5.43K
$559K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-706- 6.14% |
$39.1K - $46.3K
|
10.8K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.06K- 10.43% |
$58.5K - $69.3K
|
9.07K
$935K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.3K- 19.68% |
$127K - $151K
|
9.38K
$966K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.58K- 16.33% |
$254K - $301K
|
23.5K
$2.42M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-6.38K- 56.32% |
$353K - $419K
|
4.95K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.01K- 19.19% |
$444K - $526K
|
33.7K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.39K- 90.23% |
$521K - $616K
|
1.02K
$105K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.8K- 63.04% |
$707K - $838K
|
7.48K
$771K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.4K- 12.6% |
$800K - $948K
|
100K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.4K- 14.06% |
$965K - $1.14M
|
106K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53.7K- 42.07% |
$2.98M - $3.53M
|
74K
$7.63M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164K- 98.29% |
$9.07M - $10.7M
|
2.84K
$293K
|