Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.91K- 38.3% |
$172K - $188K
|
3.08K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.22K- 42.33% |
$200K - $219K
|
3.03K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.37K- 30.79% |
$213K - $233K
|
5.32K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.57K- 20.14% |
$232K - $254K
|
10.2K
$941K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.02K- 5.4% |
$272K - $298K
|
52.9K
$4.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.39K- 6.13% |
$305K - $334K
|
51.9K
$4.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.73K- 49.16% |
$336K - $368K
|
3.86K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.76K- 28.51% |
$338K - $371K
|
9.43K
$869K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-5.13K- 97.23% |
$461K - $505K
|
146
$13.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.35K- 36.59% |
$481K - $527K
|
9.27K
$855K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8.98K- 95.54% |
$808K - $885K
|
419
$38.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 14.96% |
$1.09M - $1.19M
|
68.8K
$6.34M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.3K- 20.4% |
$1.29M - $1.41M
|
55.8K
$5.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-16.4K- 13.5% |
$1.48M - $1.62M
|
105K
$9.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.7K- 72.12% |
$1.5M - $1.65M
|
6.46K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.8K- 45.24% |
$1.51M - $1.66M
|
20.3K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-20.3K- 30.78% |
$1.82M - $2M
|
45.6K
$4.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.3K- 30.99% |
$2.28M - $2.5M
|
56.4K
$5.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.5K- 20.32% |
$2.47M - $2.71M
|
108K
$9.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-63.5K- 72.23% |
$5.72M - $6.26M
|
24.4K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-80.9K- 25.15% |
$7.28M - $7.98M
|
241K
$22.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-226K- 36.61% |
$20.3M - $22.3M
|
391K
$36M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-240K- 33.47% |
$21.6M - $23.6M
|
476K
$43.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-694K- 35.83% |
$62.4M - $68.4M
|
1.24M
$115M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21M- 22.15% |
$109M - $119M
|
4.24M
$391M
|