Purchases and Sales Made in Q4 2023 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
207K+ 41.7% |
$9.38M - $11.9M
|
703K
$48.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 85.96% |
$5.84M - $7.41M
|
279K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
71.2K+ 284.29% |
$3.23M - $4.1M
|
96.3K
$6.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
70.9KNew |
$3.21M - $4.08M
|
70.9K
$4.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
70.8KNew |
$3.21M - $4.07M
|
70.8K
$4.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
68.9K+ 1070.78% |
$3.12M - $3.96M
|
75.3K
$5.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39K+ 205.19% |
$1.77M - $2.24M
|
58K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.4K+ 16.28% |
$1.33M - $1.69M
|
210K
$14.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.2K+ 17.33% |
$1.19M - $1.51M
|
177K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.2KNew |
$826K - $1.05M
|
18.2K
$1.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 43.05% |
$753K - $956K
|
55.2K
$3.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.5K+ 49.86% |
$701K - $890K
|
46.5K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5K+ 230.7% |
$701K - $889K
|
22.2K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$694K - $881K
|
15.3K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.6K+ 499.41% |
$572K - $725K
|
15.1K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.7KNew |
$484K - $614K
|
10.7K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.85KNew |
$446K - $567K
|
9.85K
$683K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.73KNew |
$441K - $560K
|
9.73K
$674K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
9.71KNew |
$440K - $558K
|
9.71K
$673K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.4KNew |
$380K - $483K
|
8.4K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.77K+ 11.49% |
$352K - $447K
|
75.3K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.64KNew |
$346K - $439K
|
7.64K
$529K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
7.4K+ 96.62% |
$335K - $426K
|
15.1K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.07KNew |
$320K - $406K
|
7.07K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.62KNew |
$300K - $381K
|
6.62K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.33K+ 17.86% |
$287K - $364K
|
41.8K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.79KNew |
$263K - $333K
|
5.79K
$402K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4KNew |
$181K - $230K
|
4K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.87KNew |
$175K - $223K
|
3.87K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.62KNew |
$164K - $208K
|
3.62K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.72K+ 6.41% |
$123K - $157K
|
45.2K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.58K+ 47.84% |
$117K - $148K
|
7.96K
$552K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.51K+ 1.5% |
$114K - $145K
|
170K
$11.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.41K+ 1.16% |
$109K - $139K
|
210K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.29K+ 26.68% |
$104K - $132K
|
10.9K
$754K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.92KNew |
$87.1K - $111K
|
1.92K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
1.61K+ 11.71% |
$72.8K - $92.4K
|
15.3K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.25K+ 22.45% |
$56.6K - $71.9K
|
6.82K
$473K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.13KNew |
$51.3K - $65.2K
|
1.13K
$78.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.07K+ 3.61% |
$48.3K - $61.3K
|
30.6K
$2.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
953New |
$43.2K - $54.8K
|
953
$66.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
734+ 6.25% |
$33.3K - $42.2K
|
12.5K
$865K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
589+ 12.28% |
$26.7K - $33.9K
|
5.39K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
535+ 1.17% |
$24.2K - $30.8K
|
46.2K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
318+ 1.3% |
$14.4K - $18.3K
|
24.7K
$1.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
275+ 4.84% |
$12.5K - $15.8K
|
5.96K
$413K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
247+ 2.55% |
$11.2K - $14.2K
|
9.95K
$690K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
182+ 0.8% |
$8.25K - $10.5K
|
22.9K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.23% |
$1.36K - $1.73K
|
13.2K
$915K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3+ 0.47% |
$136 - $173
|
639
$44.3K
|