Purchases and Sales Made in Q3 2024 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP MOMENTUM .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.7KNew |
$698K - $787K
|
11.7K
$814K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$604K - $681K
|
10.1K
$704K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.94K+ 54.2% |
$591K - $667K
|
28.3K
$1.96M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.12KNew |
$542K - $612K
|
9.12K
$633K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.96K+ 64.27% |
$533K - $602K
|
22.9K
$1.59M
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
8.94KNew |
$532K - $600K
|
8.94K
$620K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.53KNew |
$508K - $573K
|
8.53K
$592K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.19KNew |
$487K - $550K
|
8.19K
$568K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.95KNew |
$473K - $534K
|
7.95K
$552K
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
7.81KNew |
$465K - $524K
|
7.81K
$542K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.59K+ 9.37% |
$452K - $510K
|
88.6K
$6.15M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
7.55K+ 6.01% |
$449K - $507K
|
133K
$9.23M
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
6.87KNew |
$409K - $461K
|
6.87K
$476K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.3KNew |
$375K - $423K
|
6.3K
$437K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.24K+ 96.19% |
$371K - $419K
|
12.7K
$883K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.2K+ 126.13% |
$369K - $416K
|
11.1K
$772K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.05KNew |
$360K - $406K
|
6.05K
$420K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.51KNew |
$328K - $370K
|
5.51K
$382K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.11K+ 4.89% |
$304K - $343K
|
110K
$7.6M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.41KNew |
$263K - $296K
|
4.41K
$306K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.33KNew |
$258K - $291K
|
4.33K
$301K
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.3KNew |
$256K - $289K
|
4.3K
$299K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4.28KNew |
$254K - $287K
|
4.28K
$297K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.26K+ 35.51% |
$254K - $286K
|
16.3K
$1.13M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.14KNew |
$246K - $278K
|
4.14K
$287K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.1KNew |
$244K - $275K
|
4.1K
$284K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.03K+ 2.0% |
$240K - $270K
|
205K
$14.2M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.01KNew |
$239K - $269K
|
4.01K
$278K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4KNew |
$238K - $269K
|
4K
$278K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.8KNew |
$226K - $255K
|
3.8K
$263K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.76KNew |
$223K - $252K
|
3.76K
$261K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.54KNew |
$211K - $238K
|
3.54K
$246K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.51KNew |
$209K - $236K
|
3.51K
$244K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.48KNew |
$207K - $233K
|
3.48K
$241K
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.38KNew |
$201K - $227K
|
3.38K
$235K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.37KNew |
$201K - $226K
|
3.37K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.29KNew |
$196K - $221K
|
3.29K
$228K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.25KNew |
$193K - $218K
|
3.25K
$226K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.2KNew |
$190K - $215K
|
3.2K
$222K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 35.38% |
$190K - $215K
|
12.2K
$849K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.11KNew |
$185K - $209K
|
3.11K
$216K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.11KNew |
$185K - $209K
|
3.11K
$216K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.06KNew |
$182K - $206K
|
3.06K
$213K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.69K+ 15.17% |
$160K - $181K
|
20.4K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.12K+ 3.17% |
$126K - $142K
|
68.8K
$4.77M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.89KNew |
$112K - $127K
|
1.89K
$131K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.79K+ 14.05% |
$106K - $120K
|
14.5K
$1.01M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.73K+ 43.77% |
$103K - $116K
|
5.69K
$395K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 33.87% |
$96.3K - $109K
|
6.4K
$444K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.59KNew |
$94.4K - $106K
|
1.59K
$110K
|