Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
113KNew |
$4.45M - $4.89M
|
113K
$5.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
72KNew |
$2.83M - $3.1M
|
72K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.2K+ 210.08% |
$1.74M - $1.91M
|
65.3K
$3.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
37.6K+ 7.44% |
$1.48M - $1.62M
|
544K
$27M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.6K+ 96.39% |
$1.44M - $1.58M
|
74.5K
$3.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.9K+ 9.25% |
$780K - $856K
|
234K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.1KNew |
$710K - $780K
|
18.1K
$898K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$490K - $538K
|
12.5K
$619K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.9KNew |
$429K - $471K
|
10.9K
$543K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.94K+ 14.07% |
$390K - $429K
|
80.6K
$4M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.65K+ 45.33% |
$300K - $330K
|
24.5K
$1.22M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.68K+ 59.02% |
$262K - $288K
|
18K
$893K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.6K+ 24.26% |
$259K - $285K
|
33.8K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.29K+ 27.91% |
$247K - $271K
|
28.8K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
6.08KNew |
$239K - $262K
|
6.08K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.49K+ 777.62% |
$216K - $237K
|
6.2K
$308K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.02KNew |
$158K - $173K
|
4.02K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.6K+ 37.68% |
$102K - $112K
|
9.5K
$471K
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.35K+ 3.88% |
$92.3K - $101K
|
63K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.31K+ 15.19% |
$90.5K - $99.4K
|
17.5K
$868K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.03K+ 4.72% |
$79.5K - $87.3K
|
44.9K
$2.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 3.5% |
$74.1K - $81.3K
|
55.8K
$2.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.73KNew |
$67.9K - $74.5K
|
1.73K
$85.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.38K+ 21.05% |
$54.2K - $59.5K
|
7.93K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.3K+ 2.26% |
$51.1K - $56.1K
|
58.9K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.04K+ 4.94% |
$40.7K - $44.7K
|
22K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
750New |
$29.5K - $32.3K
|
750
$37.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
729New |
$28.6K - $31.4K
|
729
$36.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
677+ 8.24% |
$26.6K - $29.2K
|
8.89K
$441K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
306New |
$12K - $13.2K
|
306
$15.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
268+ 4.3% |
$10.5K - $11.6K
|
6.5K
$323K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
209New |
$8.21K - $9.01K
|
209
$10.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
156New |
$6.13K - $6.73K
|
156
$7.74K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
149New |
$5.85K - $6.42K
|
149
$7.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
130+ 1.15% |
$5.11K - $5.61K
|
11.5K
$569K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
57New |
$2.24K - $2.46K
|
57
$2.83K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
25+ 0.4% |
$982 - $1.08K
|
6.28K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20New |
$785 - $862
|
20
$993
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16New |
$628 - $690
|
16
$794
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15New |
$589 - $647
|
15
$744
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
10+ 0.55% |
$393 - $431
|
1.84K
$91.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9+ 0.17% |
$353 - $388
|
5.23K
$260K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6+ 0.02% |
$236 - $259
|
35.9K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3+ 0.05% |
$118 - $129
|
6.44K
$320K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.17% |
$118 - $129
|
1.74K
$86.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2+ 0.02% |
$78.5 - $86.2
|
9.61K
$477K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.03% |
$78.5 - $86.2
|
7.76K
$385K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$39.3 - $43.1
|
5
$248
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.01% |
$39.3 - $43.1
|
7.65K
$380K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.29% |
$39.3 - $43.1
|
351
$17.4K
|