Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii S&P Smallcap (XSLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSLV) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
419K+ 2322.09% |
$17.2M - $20.2M
|
437K
$20.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
245KNew |
$10.1M - $11.8M
|
245K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
88.4KNew |
$3.62M - $4.26M
|
88.4K
$4.18M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.8K+ 15.47% |
$1.63M - $1.92M
|
297K
$14.1M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
32.8K+ 23.17% |
$1.35M - $1.58M
|
175K
$8.25M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.9K+ 21.56% |
$814K - $958K
|
112K
$5.3M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
18.6K+ 21.73% |
$762K - $896K
|
104K
$4.92M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
17.6K+ 34.76% |
$722K - $849K
|
68.3K
$3.23M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.4KNew |
$672K - $790K
|
16.4K
$775K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.7KNew |
$645K - $759K
|
15.7K
$744K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.9K+ 55.42% |
$488K - $574K
|
33.4K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.75K+ 8.83% |
$358K - $421K
|
108K
$5.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.29KNew |
$340K - $399K
|
8.29K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.96KNew |
$326K - $384K
|
7.96K
$376K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.84K+ 2.83% |
$321K - $378K
|
284K
$13.4M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7.79K+ 83.78% |
$319K - $375K
|
17.1K
$808K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.9KNew |
$242K - $284K
|
5.9K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.95K+ 16.19% |
$203K - $239K
|
35.5K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.67K+ 25.08% |
$191K - $225K
|
23.3K
$1.1M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.14K+ 43.09% |
$170K - $199K
|
13.7K
$650K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.95K+ 25.14% |
$162K - $190K
|
19.6K
$929K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.77K+ 2.16% |
$155K - $182K
|
179K
$8.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.75KNew |
$154K - $181K
|
3.75K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.57K+ 19.19% |
$146K - $172K
|
22.2K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.53K+ 4.95% |
$103K - $122K
|
53.5K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.37K+ 9.31% |
$96.9K - $114K
|
27.8K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.01KNew |
$82.4K - $96.9K
|
2.01K
$95.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1.98K+ 36.47% |
$81K - $95.2K
|
7.39K
$350K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.74K+ 1.56% |
$71.3K - $83.9K
|
113K
$5.34M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.2K+ 2.09% |
$49.2K - $57.9K
|
58.7K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 2.27% |
$42.4K - $49.8K
|
46.7K
$2.21M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03K+ 40.79% |
$42.1K - $49.5K
|
3.55K
$168K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
816+ 18.69% |
$33.4K - $39.3K
|
5.18K
$245K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
620+ 4.72% |
$25.4K - $29.9K
|
13.8K
$650K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
556+ 378.23% |
$22.8K - $26.8K
|
703
$33.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
545+ 9.32% |
$22.3K - $26.3K
|
6.39K
$302K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
415+ 3.32% |
$17K - $20K
|
12.9K
$610K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
414+ 50.18% |
$17K - $20K
|
1.24K
$58.6K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
350+ 6.0% |
$14.3K - $16.9K
|
6.18K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
348New |
$14.3K - $16.8K
|
348
$16.5K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
309+ 0.54% |
$12.7K - $14.9K
|
57.7K
$2.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
261+ 106.97% |
$10.7K - $12.6K
|
505
$23.9K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
251+ 1.87% |
$10.3K - $12.1K
|
13.6K
$645K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
215+ 2150.0% |
$8.81K - $10.4K
|
225
$10.6K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
169+ 1.05% |
$6.93K - $8.14K
|
16.3K
$772K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
160New |
$6.56K - $7.71K
|
160
$7.56K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
153+ 0.52% |
$6.27K - $7.37K
|
29.8K
$1.41M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
135New |
$5.53K - $6.51K
|
135
$6.38K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
114New |
$4.67K - $5.49K
|
114
$5.39K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
102+ 0.91% |
$4.18K - $4.92K
|
11.3K
$533K
|