Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 128.48% |
$10.9M - $11.9M
|
266K
$34M
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
41.9KNew |
$3.05M - $3.33M
|
41.9K
$5.35M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39.7KNew |
$2.89M - $3.16M
|
39.7K
$5.07M
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
37.8KNew |
$2.75M - $3M
|
37.8K
$4.82M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
36K+ 25.85% |
$2.62M - $2.86M
|
175K
$22.4M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.1K+ 160.19% |
$1.75M - $1.92M
|
39.2K
$5M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
20.6K+ 35.74% |
$1.5M - $1.64M
|
78.4K
$10M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 28.12% |
$1.37M - $1.5M
|
86.1K
$11M
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.5K+ 277.63% |
$1.27M - $1.39M
|
23.7K
$3.03M
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
17.2K+ 169.72% |
$1.25M - $1.37M
|
27.4K
$3.49M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.2K+ 1.99% |
$1.18M - $1.29M
|
831K
$106M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8K+ 54.03% |
$783K - $857K
|
30.7K
$3.92M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 13.97% |
$761K - $832K
|
85.4K
$10.9M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$759K - $830K
|
10.4K
$1.33M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.46KNew |
$688K - $752K
|
9.46K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.9K+ 89.55% |
$647K - $708K
|
18.8K
$2.41M
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
8.41K+ 99.5% |
$612K - $669K
|
16.9K
$2.15M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.27K+ 6.2% |
$528K - $578K
|
125K
$15.9M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.65K+ 24.2% |
$484K - $529K
|
34.1K
$4.36M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.06K+ 8.59% |
$441K - $482K
|
76.6K
$9.79M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.93KNew |
$431K - $471K
|
5.93K
$757K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4.9KNew |
$357K - $390K
|
4.9K
$626K
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.77KNew |
$347K - $380K
|
4.77K
$610K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.63KNew |
$336K - $368K
|
4.63K
$591K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.38K+ 84.88% |
$318K - $348K
|
9.54K
$1.22M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
3.97K+ 5.3% |
$289K - $316K
|
78.9K
$10.1M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.91KNew |
$211K - $231K
|
2.91K
$371K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.9K+ 21.86% |
$211K - $231K
|
16.2K
$2.07M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.9K+ 3.4% |
$211K - $230K
|
88.2K
$11.3M
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.43K+ 83.39% |
$176K - $193K
|
5.33K
$681K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.36K+ 43.35% |
$172K - $188K
|
7.81K
$997K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.41K+ 344.61% |
$102K - $112K
|
1.81K
$232K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4KNew |
$102K - $111K
|
1.4K
$179K
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.29K+ 4.47% |
$93.9K - $103K
|
30.2K
$3.86M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.16K+ 6.32% |
$84.3K - $92.2K
|
19.5K
$2.49M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.13K+ 35.67% |
$81.8K - $89.5K
|
4.28K
$546K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.12K+ 2.67% |
$81.4K - $89.1K
|
43K
$5.49M
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
978+ 1.7% |
$71.1K - $77.8K
|
58.6K
$7.49M
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
978+ 8.03% |
$71.1K - $77.8K
|
13.2K
$1.68M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
935New |
$68K - $74.4K
|
935
$119K
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
872+ 9.08% |
$63.4K - $69.3K
|
10.5K
$1.34M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
871New |
$63.3K - $69.3K
|
871
$111K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
862+ 7.64% |
$62.7K - $68.5K
|
12.1K
$1.55M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
799+ 15.55% |
$58.1K - $63.5K
|
5.94K
$758K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
647+ 6.98% |
$47K - $51.4K
|
9.91K
$1.27M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
551+ 26.2% |
$40.1K - $43.8K
|
2.65K
$339K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
512+ 6.24% |
$37.2K - $40.7K
|
8.71K
$1.11M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
509+ 11.37% |
$37K - $40.5K
|
4.99K
$637K
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
479New |
$34.8K - $38.1K
|
479
$61.2K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400+ 31.85% |
$29.1K - $31.8K
|
1.66K
$211K
|