Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
62.1KNew |
$2.65M - $3.16M
|
62.1K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20K+ 18.5% |
$854K - $1.02M
|
128K
$7.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
19.1K+ 16.76% |
$815K - $974K
|
133K
$7.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.3K+ 149.37% |
$780K - $931K
|
30.5K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.1K+ 3.02% |
$516K - $616K
|
413K
$23.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11.4KNew |
$486K - $580K
|
11.4K
$645K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 4.55% |
$436K - $521K
|
235K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.85KNew |
$292K - $349K
|
6.85K
$387K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
6.63K+ 43.57% |
$283K - $338K
|
21.8K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.25KNew |
$267K - $318K
|
6.25K
$354K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.53KNew |
$236K - $282K
|
5.53K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.3K+ 36.47% |
$183K - $219K
|
16.1K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.04K+ 4.69% |
$130K - $155K
|
67.9K
$3.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.68K+ 9.12% |
$114K - $137K
|
32.1K
$1.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.36K+ 2.92% |
$101K - $120K
|
83.3K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.07K+ 1.07% |
$88.1K - $105K
|
194K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2K+ 15.3% |
$85.2K - $102K
|
15.1K
$852K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.28KNew |
$54.7K - $65.3K
|
1.28K
$72.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
871+ 65.05% |
$37.1K - $44.4K
|
2.21K
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
838+ 12.19% |
$35.7K - $42.7K
|
7.71K
$436K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
126+ 0.64% |
$5.37K - $6.42K
|
19.9K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.27K - $5.1K
|
100
$5.66K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
82+ 0.86% |
$3.5K - $4.18K
|
9.59K
$543K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75+ 1.64% |
$3.2K - $3.82K
|
4.64K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
39+ 0.36% |
$1.66K - $1.99K
|
10.9K
$616K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5+ 0.27% |
$213 - $255
|
1.88K
$107K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$85.3 - $102
|
9.21K
$521K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1- 0.14% |
$42.7 - $51
|
696
$39.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28- 0.03% |
$1.19K - $1.43K
|
87.9K
$4.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50- 0.18% |
$2.13K - $2.55K
|
27.1K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-60- 15.96% |
$2.56K - $3.06K
|
316
$17.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-94- 16.7% |
$4.01K - $4.79K
|
469
$26.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-358- 1.75% |
$15.3K - $18.2K
|
20.1K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-686- 2.23% |
$29.3K - $35K
|
30.1K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.16K- 0.49% |
$49.4K - $59.1K
|
235K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.34K- 27.26% |
$142K - $170K
|
8.9K
$504K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.29K- 97.19% |
$183K - $218K
|
124
$7.02K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.79K- 42.85% |
$204K - $244K
|
6.39K
$361K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.56K- 55.83% |
$237K - $283K
|
4.4K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.04K- 15.04% |
$258K - $308K
|
34.1K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 6.13% |
$478K - $571K
|
172K
$9.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.7K- 16.15% |
$585K - $699K
|
71.3K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.7K- 6.75% |
$627K - $749K
|
203K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42.5K- 75.57% |
$1.81M - $2.17M
|
13.7K
$778K
|