Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Low (SPLV) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 LOW .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
8.27K+ 7.94% |
$492K - $538K
|
112K
$8.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
7.97K+ 5.75% |
$474K - $518K
|
147K
$10.5M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.59K+ 2.71% |
$451K - $493K
|
288K
$20.7M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.58K+ 29.56% |
$451K - $493K
|
33.2K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.92K+ 34.53% |
$412K - $450K
|
27K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.84K+ 17.52% |
$407K - $445K
|
45.9K
$3.3M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.6KNew |
$392K - $429K
|
6.6K
$474K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
6.56KNew |
$390K - $426K
|
6.56K
$471K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.46K+ 17.19% |
$384K - $420K
|
44K
$3.16M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.08KNew |
$362K - $395K
|
6.08K
$437K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.75KNew |
$342K - $374K
|
5.75K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.45KNew |
$324K - $354K
|
5.45K
$392K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.15K+ 50.14% |
$306K - $335K
|
15.4K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.15K+ 4.53% |
$306K - $335K
|
119K
$8.52M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.13K+ 28.59% |
$305K - $333K
|
23.1K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.08K+ 21.91% |
$302K - $330K
|
28.3K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.95K+ 3.42% |
$295K - $322K
|
150K
$10.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
4.86K+ 25.41% |
$289K - $316K
|
24K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
4.8KNew |
$286K - $312K
|
4.8K
$345K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.62KNew |
$275K - $301K
|
4.62K
$332K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
4.46K+ 2.75% |
$265K - $290K
|
167K
$12M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.31K+ 9.33% |
$256K - $280K
|
50.4K
$3.62M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.08KNew |
$242K - $265K
|
4.08K
$293K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.93K+ 123.94% |
$234K - $256K
|
7.1K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.76K+ 15.46% |
$224K - $244K
|
28.1K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.6KNew |
$214K - $234K
|
3.6K
$259K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.59K+ 10.59% |
$214K - $234K
|
37.5K
$2.7M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.5K+ 8.25% |
$208K - $227K
|
45.9K
$3.3M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.47KNew |
$207K - $226K
|
3.47K
$250K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.46KNew |
$206K - $225K
|
3.46K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$203K - $222K
|
3.42K
$246K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.4K+ 191.72% |
$202K - $221K
|
5.18K
$372K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3.33KNew |
$198K - $217K
|
3.33K
$239K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.24KNew |
$193K - $211K
|
3.24K
$233K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.24K+ 4.87% |
$193K - $211K
|
69.7K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.24KNew |
$193K - $210K
|
3.24K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.23KNew |
$192K - $210K
|
3.23K
$232K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3KNew |
$178K - $195K
|
3K
$216K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2.91K+ 3.47% |
$173K - $189K
|
86.7K
$6.23M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.78KNew |
$165K - $181K
|
2.78K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.66K+ 20.81% |
$158K - $173K
|
15.4K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.59K+ 481.75% |
$154K - $168K
|
3.12K
$225K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.52K+ 1505.99% |
$150K - $164K
|
2.68K
$193K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.38K+ 24.72% |
$142K - $155K
|
12K
$864K
|
|
|
Apr 26, 2023
Q1 2023
|
Genworth Financial Inc
|
BUY
|
- |
2.37K+ 0.53% |
$141K - $154K
|
447K
$32.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.3K+ 47.4% |
$137K - $149K
|
7.14K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.27K+ 20.05% |
$135K - $147K
|
13.6K
$976K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.22K+ 2.3% |
$132K - $145K
|
98.8K
$7.1M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.96K+ 1.99% |
$117K - $128K
|
101K
$7.24M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.95K+ 21.99% |
$116K - $127K
|
10.8K
$778K
|