Purchases and Sales Made in Q1 2023 in Invesco ETF Fd Tr Invesco S&P (XMVM)
This table provides information about the institutional ownership of Invesco ETF Fd Tr Invesco S&P (XMVM) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF FD TR INVESCO S&P .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
35.8K+ 113.03% |
$1.49M - $1.76M
|
67.5K
$3.82M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9K+ 371.27% |
$1.03M - $1.22M
|
31.5K
$1.79M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.2K+ 331.31% |
$965K - $1.14M
|
30.3K
$1.71M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.26K+ 4.68% |
$385K - $455K
|
207K
$11.7M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.02K+ 11.86% |
$374K - $443K
|
85.1K
$4.81M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.2KNew |
$299K - $354K
|
7.2K
$407K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.25K+ 17.61% |
$259K - $307K
|
41.7K
$2.36M
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.01K+ 14.99% |
$208K - $246K
|
38.4K
$2.17M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.53K+ 12.93% |
$188K - $223K
|
39.5K
$2.24M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.31K+ 1394.17% |
$179K - $212K
|
4.62K
$261K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.01K+ 60.55% |
$166K - $197K
|
10.6K
$602K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.99K+ 19.24% |
$166K - $196K
|
24.7K
$1.4M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.35K+ 3.89% |
$139K - $165K
|
89.4K
$5.06M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
844+ 0.95% |
$35.1K - $41.5K
|
89.9K
$5.09M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
444+ 6.17% |
$18.4K - $21.8K
|
7.64K
$432K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
285+ 3.71% |
$11.8K - $14K
|
7.96K
$450K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
158New |
$6.56K - $7.76K
|
158
$8.94K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
120New |
$4.98K - $5.9K
|
120
$6.79K
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
51+ 0.48% |
$2.12K - $2.51K
|
10.8K
$609K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 5.54% |
$2.08K - $2.46K
|
952
$53.9K
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8+ 0.15% |
$332 - $393
|
5.28K
$299K
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7+ 0.38% |
$291 - $344
|
1.87K
$106K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 2.0% |
$41.5 - $49.1
|
51
$2.89K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-10- 1.41% |
$415 - $491
|
699
$39.6K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34- 2.48% |
$1.41K - $1.67K
|
1.34K
$75.8K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-178- 1.74% |
$7.39K - $8.75K
|
10.1K
$570K
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-219- 2.5% |
$9.1K - $10.8K
|
8.56K
$484K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-513- 3.04% |
$21.3K - $25.2K
|
16.4K
$927K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-844- 0.94% |
$35.1K - $41.5K
|
89K
$5.04M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-931- 31.76% |
$38.7K - $45.7K
|
2K
$113K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.6K- 10.38% |
$66.6K - $78.8K
|
13.8K
$784K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.69K- 7.26% |
$70.2K - $83K
|
21.6K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.78K- 17.5% |
$73.9K - $87.5K
|
8.39K
$475K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.35K- 20.34% |
$97.6K - $115K
|
9.2K
$521K
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.45K- 19.49% |
$102K - $120K
|
10.1K
$572K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.48K- 2.78% |
$103K - $122K
|
86.8K
$4.91M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.81K- 3.03% |
$117K - $138K
|
89.9K
$5.09M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.95K- 14.84% |
$164K - $194K
|
22.7K
$1.28M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-4.17K- 13.67% |
$173K - $205K
|
26.3K
$1.49M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.21K- 16.66% |
$175K - $207K
|
21.1K
$1.19M
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.36K- 29.19% |
$181K - $214K
|
10.6K
$598K
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.9K- 10.88% |
$203K - $241K
|
40.1K
$2.27M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.71K- 33.31% |
$279K - $330K
|
13.4K
$760K
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-12.1K- 11.86% |
$503K - $595K
|
90K
$5.1M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14K- 5.68% |
$583K - $690K
|
233K
$13.2M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.9K- 4.9% |
$869K - $1.03M
|
406K
$23M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.4K- 8.24% |
$974K - $1.15M
|
261K
$14.8M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.4K- 26.16% |
$1.39M - $1.64M
|
94.2K
$5.33M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.6K- 10.24% |
$1.81M - $2.14M
|
382K
$21.6M
|