Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.41MNew |
$67.3M - $73.6M
|
1.41M
$67.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
84.6K+ 13851.72% |
$4.04M - $4.42M
|
85.2K
$4.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
78.7K+ 164.14% |
$3.76M - $4.12M
|
127K
$6.06M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
74.7KNew |
$3.57M - $3.9M
|
74.7K
$3.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39K+ 10.21% |
$1.86M - $2.04M
|
421K
$20.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.5K+ 49.71% |
$933K - $1.02M
|
58.8K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.3KNew |
$921K - $1.01M
|
19.3K
$921K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17.8KNew |
$853K - $933K
|
17.8K
$853K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.7KNew |
$701K - $767K
|
14.7K
$702K
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
12.1KNew |
$577K - $631K
|
12.1K
$577K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$523K - $572K
|
10.9K
$523K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.1KNew |
$387K - $423K
|
8.1K
$387K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.96K+ 7.68% |
$381K - $416K
|
112K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.65K+ 2.92% |
$366K - $400K
|
270K
$12.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.2K+ 4.98% |
$344K - $376K
|
152K
$7.26M
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
6.93KNew |
$331K - $362K
|
6.93K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.76K+ 2.37% |
$323K - $353K
|
292K
$14M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.75KNew |
$323K - $353K
|
6.75K
$323K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.71KNew |
$321K - $351K
|
6.71K
$321K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.63K+ 127.87% |
$317K - $346K
|
11.8K
$565K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.49KNew |
$310K - $339K
|
6.49K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.37K+ 1.67% |
$304K - $333K
|
388K
$18.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.74KNew |
$274K - $300K
|
5.74K
$274K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.08KNew |
$243K - $266K
|
5.08K
$243K
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5KNew |
$239K - $261K
|
5K
$239K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.51K+ 28.31% |
$216K - $236K
|
20.4K
$978K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
4.41K+ 7.8% |
$211K - $231K
|
61K
$2.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.4KNew |
$210K - $230K
|
4.4K
$211K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.4KNew |
$210K - $230K
|
4.4K
$211K
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
4.37KNew |
$209K - $228K
|
4.37K
$209K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.08KNew |
$195K - $213K
|
4.08K
$195K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.04KNew |
$193K - $211K
|
4.04K
$193K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.02KNew |
$192K - $210K
|
4.02K
$192K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.87KNew |
$185K - $202K
|
3.87K
$185K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.85KNew |
$184K - $201K
|
3.85K
$184K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.73K+ 7.5% |
$178K - $195K
|
53.4K
$2.55M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.18K+ 5.43% |
$152K - $166K
|
61.8K
$2.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
3.09K+ 60.06% |
$148K - $161K
|
8.23K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.78K+ 6.64% |
$133K - $145K
|
44.6K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.51K+ 15.85% |
$120K - $131K
|
18.4K
$879K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.67KNew |
$79.7K - $87.2K
|
1.67K
$79.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.5K+ 19.67% |
$71.7K - $78.4K
|
9.13K
$436K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.4KNew |
$66.9K - $73.2K
|
1.4K
$66.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
973+ 4.53% |
$46.5K - $50.9K
|
22.4K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
777+ 1.52% |
$37.1K - $40.6K
|
51.9K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
730+ 3.86% |
$34.9K - $38.2K
|
19.7K
$940K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
576+ 8.78% |
$27.5K - $30.1K
|
7.13K
$341K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
537+ 7.46% |
$25.7K - $28.1K
|
7.74K
$370K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
514+ 5.98% |
$24.6K - $26.9K
|
9.1K
$435K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
487+ 2.77% |
$23.3K - $25.5K
|
18.1K
$863K
|