Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
131K+ 151.07% |
$5.29M - $6.04M
|
218K
$12.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.5K+ 4.31% |
$665K - $759K
|
399K
$22.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
12.5KNew |
$504K - $575K
|
12.5K
$706K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.55KNew |
$224K - $256K
|
5.55K
$314K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.28KNew |
$213K - $244K
|
5.28K
$299K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.5KNew |
$182K - $207K
|
4.5K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.37KNew |
$177K - $202K
|
4.37K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.15K+ 9.94% |
$167K - $191K
|
45.9K
$2.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.02K+ 38.01% |
$162K - $185K
|
14.6K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.97K+ 51.94% |
$160K - $183K
|
11.6K
$657K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.66K+ 4.11% |
$148K - $169K
|
92.7K
$5.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.58K+ 9.82% |
$104K - $119K
|
28.9K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.92K+ 7.74% |
$77.3K - $88.3K
|
26.6K
$1.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.79K+ 4.46% |
$72.2K - $82.4K
|
41.9K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
979+ 11.44% |
$39.5K - $45.1K
|
9.53K
$540K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
922+ 9.12% |
$37.2K - $42.5K
|
11K
$625K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
522+ 26.1% |
$21.1K - $24.1K
|
2.52K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
518+ 3.16% |
$20.9K - $23.9K
|
16.9K
$956K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
498New |
$20.1K - $23K
|
498
$28.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
472+ 0.5% |
$19.1K - $21.8K
|
94.7K
$5.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
347+ 3.26% |
$14K - $16K
|
11K
$621K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
54New |
$2.18K - $2.49K
|
54
$3.06K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
53+ 0.49% |
$2.14K - $2.44K
|
10.8K
$612K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$606 - $692
|
15
$849
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7+ 0.37% |
$283 - $323
|
1.88K
$106K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$121 - $138
|
9.21K
$521K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1- 1.96% |
$40.4 - $46.1
|
50
$2.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 10.5% |
$4.04K - $4.61K
|
852
$48.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-126- 0.6% |
$5.09K - $5.81K
|
20.9K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-366- 5.08% |
$14.8K - $16.9K
|
6.83K
$387K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-583- 7.33% |
$23.5K - $26.9K
|
7.38K
$417K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.05K- 1.39% |
$42.4K - $48.4K
|
74.3K
$4.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.25K- 0.54% |
$50.6K - $57.8K
|
232K
$13.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.77K- 21.12% |
$71.6K - $81.7K
|
6.62K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2K- 2.36% |
$80.9K - $92.4K
|
83.1K
$4.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.42K- 25.47% |
$138K - $158K
|
10K
$567K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.61K- 21.34% |
$186K - $212K
|
17K
$961K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18K- 45.53% |
$727K - $830K
|
21.5K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.2K- 57.63% |
$734K - $838K
|
13.4K
$757K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.5K- 8.93% |
$747K - $853K
|
189K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-20.8K- 23.06% |
$838K - $957K
|
69.3K
$3.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-36K- 53.39% |
$1.45M - $1.66M
|
31.4K
$1.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.6K- 56.59% |
$2.04M - $2.33M
|
38.8K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-154K- 59.16% |
$6.23M - $7.12M
|
107K
$6.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-219K- 53.91% |
$8.84M - $10.1M
|
187K
$10.6M
|