Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37.7KNew |
$1.82M - $2.05M
|
37.7K
$2.13M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.4KNew |
$1.32M - $1.49M
|
27.4K
$1.55M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
20.2KNew |
$975K - $1.1M
|
20.2K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.7K+ 10.14% |
$949K - $1.07M
|
214K
$12.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
19.5K+ 14.64% |
$940K - $1.06M
|
153K
$8.64M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1K+ 22.47% |
$826K - $930K
|
93.4K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.2KNew |
$781K - $879K
|
16.2K
$917K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
15.9K+ 72.99% |
$769K - $866K
|
37.8K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.8K+ 46.34% |
$763K - $859K
|
49.9K
$2.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.95K+ 111.2% |
$335K - $377K
|
13.2K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.46K+ 6.21% |
$263K - $296K
|
93.4K
$5.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.28K+ 26.22% |
$255K - $287K
|
25.4K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.16K+ 117.32% |
$249K - $280K
|
9.55K
$541K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$202K - $227K
|
4.18K
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.52K+ 4.23% |
$170K - $191K
|
86.8K
$4.91M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.03K+ 1.35% |
$146K - $165K
|
228K
$12.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5K+ 21.93% |
$120K - $136K
|
13.9K
$786K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.45K+ 7.64% |
$118K - $133K
|
34.5K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02K+ 7.44% |
$49.3K - $55.5K
|
14.8K
$836K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
861+ 5.36% |
$41.5K - $46.8K
|
16.9K
$959K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
816+ 2.71% |
$39.4K - $44.3K
|
30.9K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
758+ 5.03% |
$36.6K - $41.2K
|
15.8K
$895K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
385+ 3.54% |
$18.6K - $20.9K
|
11.3K
$638K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.21% |
$193 - $217
|
1.89K
$107K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.09% |
$145 - $163
|
3.51K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1+ 0.0% |
$48.2 - $54.3
|
27.1K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.01% |
$48.2 - $54.3
|
10.1K
$574K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-26- 0.47% |
$1.25K - $1.41K
|
5.5K
$311K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42- 8.96% |
$2.03K - $2.28K
|
427
$24.2K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-342- 7.38% |
$16.5K - $18.6K
|
4.3K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-372- 0.52% |
$17.9K - $20.2K
|
70.9K
$4.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-395- 1.99% |
$19.1K - $21.4K
|
19.5K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-458- 4.97% |
$22.1K - $24.9K
|
8.75K
$495K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-731- 0.36% |
$35.3K - $39.7K
|
202K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-871- 39.41% |
$42K - $47.3K
|
1.34K
$75.8K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-984- 11.05% |
$47.5K - $53.4K
|
7.92K
$448K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.87K- 37.17% |
$138K - $156K
|
4.84K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.8K- 5.59% |
$183K - $206K
|
64.1K
$3.63M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.97K- 0.96% |
$192K - $216K
|
409K
$23.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.19K- 3.06% |
$347K - $390K
|
228K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.19K- 3.06% |
$347K - $390K
|
228K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.8K- 13.87% |
$1.15M - $1.29M
|
148K
$8.36M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.9K- 84.75% |
$1.25M - $1.4M
|
4.65K
$263K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.4K- 27.59% |
$1.71M - $1.92M
|
92.9K
$5.26M
|