Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF comprennent BTFAX - BTS Tactical Fixed Income Fund Class A Shares, Stonebridge Wealth Management, LLC, Wbh Advisory Inc, Ballast, Inc., Summit Financial, LLC, Kovitz Investment Group Partners, LLC, Strategy Asset Managers Llc, Glenmede Investment Management, LP, Boreal Capital Management LLC, Aspect Partners, LLC, Briaud Financial Planning, Inc, Dunhill Financial, LLC, Evolution Wealth Management Inc., Bulwark Capital Corp, Virtus ETF Advisers LLC, Pin Oak Investment Advisors Inc, et Activest Wealth Management .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 587 | 0,44 | 76 | -5,06 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 26 809 | 1 275 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 616 | 167,69 | 600 | 154,24 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 32 | 2 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19 744 | 2,08 | 939 | -3,30 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14 727 | 2,83 | 701 | -2,64 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 915 | 0,99 | 43 | -4,44 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 9 348 | 2,69 | 445 | -2,84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 432 | 11,56 | 449 | 6,92 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5 948 | 0,08 | 283 | -5,37 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 90 036 | 797,22 | 4 282 | 749,60 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 65 041 | 3 093 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 28 070 | 1 335 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4 358 | 207 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 70 288 | 4,09 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 92 837 | 140,05 | 4 415 | 127,34 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 21 619 | 5,73 | 1 028 | 0,10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 68 700 | 21,63 | 3 267 | 15,16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 445 | 211 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 8 635 | 18,53 | 411 | 12,33 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 294 | 6,14 | 14 | 0,00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 5 699 | 74,02 | 271 | 65,24 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 6 552 | 312 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 7 324 | 0,08 | 348 | -5,18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 93 787 | 5,77 | 4 461 | 0,16 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 7 614 | 3,75 | 362 | -1,63 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 300 | 1,01 | 0 | |||||
| 2025-07-17 | 13F | XML Financial, LLC | 198 202 | 1,71 | 9 426 | -3,70 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 991 | 76,96 | 47 | 67,86 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5 388 | 0,92 | 256 | -4,48 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 703 661 | 5,45 | 33 466 | -0,16 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 73 783 | 12,99 | 3 509 | 6,98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5 118 | 243 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 917 | 1,41 | 519 | -3,89 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6 044 | 28,65 | 287 | 22,13 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 755 806 | 10,25 | 35 946 | 4,39 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 10 915 | 0,92 | 519 | -4,42 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 950 | 1,66 | 235 | -3,69 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 240 | 1,27 | 12 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 222 212 | 4,63 | 10 568 | -0,94 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9 663 | 460 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 680 | 148,27 | 460 | 135,90 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 4 800 | 228 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 115 283 | 1,11 | 5 483 | -4,28 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 93 025 | 2,40 | 4 424 | -3,02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21 500 | 15,59 | 1 023 | 9,42 | |||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 74 036 | 1,74 | 3 594 | 4,81 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 907 | 0,02 | 233 | -5,28 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 180 | 0 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7 774 | 0,66 | 370 | -4,65 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15 914 | 5,47 | 757 | -0,13 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 822 | 330,73 | 87 | 309,52 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 2 565 | 22,14 | 122 | 15,24 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 10 939 | 26,13 | 520 | 19,54 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 748 | 0,67 | 36 | -5,41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 67 856 | 3,86 | 3 227 | -1,65 | ||||
| 2025-08-28 | NP | BTFAX - BTS Tactical Fixed Income Fund Class A Shares | 146 891 | 6 986 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 44 567 | 11,77 | 2 120 | 5,84 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 125 770 | 31,50 | 5 998 | 24,86 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 5 254 | 250 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 828 | 23,10 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9 003 | 0,92 | 428 | -4,46 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11 896 | 22,55 | 566 | 16,02 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 4 804 | 0,92 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 25 312 | 1,81 | 1 204 | -3,61 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 228 | 0,90 | 58 | -4,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 927 468 | 0,07 | 139 230 | -5,25 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 7 425 | 0,36 | 353 | -4,85 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 180 | 117 900,00 | 56 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16 555 | 12,11 | 787 | 10,38 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 12 714 | 0,55 | 605 | -4,88 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 350 | 64 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 24 | 4,35 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 37 582 | 11,93 | 1 787 | 7,91 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 135 | 6 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 16 | 433,33 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 130 | 6 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 7 375 | 0,93 | 351 | -4,63 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 8 003 | 41,65 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 19 | ||||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 59 127 | 0,61 | 2 812 | -4,71 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 24 187 | 0,92 | 1 150 | -4,41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 32 509 | 1,20 | 1 546 | -4,15 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 27 291 | 2,76 | 1 298 | -2,77 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 159 | 23,03 | 340 | 16,44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58 297 | 2,31 | 2 773 | -3,14 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 24 268 | 121,91 | 1 154 | 110,20 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 063 | 85,31 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33 074 | 39,38 | 1 573 | 32,07 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3 173 | 0,13 | 151 | -5,66 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 12 906 | 7,72 | 614 | 2,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 219 283 | 31,56 | 10 361 | 25,31 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 5 385 | 256 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10 | 400,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 23 900 | 27,81 | 1 137 | 20,98 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 140 275 | 1 324,26 | 6 671 | 1 250,40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 28 578 | 5,76 | 1 359 | 0,15 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 116 096 | 886,46 | 5 522 | 834,18 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 223 369 | 0,84 | 10 623 | -4,52 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9 370 | 15,15 | 446 | 9,07 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26 072 | 6,76 | 1 240 | 1,06 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 158 | 14,79 | 1 149 | 8,61 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 597 | 276,69 | 884 | 256,45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 418 | 0,24 | 20 | 5,56 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 751 | 0,94 | 36 | -5,41 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 214 253 | 10 190 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 437 540 | 4,11 | 20 809 | -1,42 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 12 500 | 1,38 | 1 | |||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 160 252 | 2,55 | 7 622 | -2,89 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 117 235 | 959,13 | 5 576 | 902,70 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 10 213 | 57,12 | 490 | 50,31 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 19 096 | 25,95 | 908 | 19,32 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 369 | 18 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 583 | 8,30 | 123 | 6,09 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 79 383 | 0,02 | 3 775 | -5,29 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 2 072 | 4,28 | 99 | -1,01 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 198 | 41,64 | 295 | 34,25 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 426 | 0,35 | 262 | -2,96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 318 131 | 1,58 | 15 130 | -3,82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12 421 | 21,54 | 591 | 15,01 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 714 | 3,48 | 34 | -2,94 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 24 104 | 0,00 | 1 211 | 3,33 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 123 321 | 2,33 | 5 865 | -3,11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35 602 | 1,27 | 1 693 | -4,08 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 956 | 2,66 | 474 | -2,87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 34 631 | 14,31 | 1 647 | 8,28 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23 052 | 60,03 | 1 096 | 51,59 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 4,00 | 1 | 0,00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 15 269 | 1,11 | 726 | -4,22 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 19 653 | 1,13 | 956 | 10,79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 371 209 | 21,98 | 17 612 | 15,21 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 55 176 | 3,94 | 2 624 | -1,58 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 24 210 | 61,72 | 1 184 | 57,66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 241 738 | 25,85 | 11 497 | 19,16 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46 772 | 15,82 | 2 224 | 9,66 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 797 | 20,85 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5 744 | 0,97 | 273 | -4,21 | ||||
| 2025-08-13 | 13F | Intrinsic Edge Capital Management LLC | 200 000 | 33,33 | 9 512 | 26,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 109 919 | 0,31 | 52 788 | -5,03 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 70 452 | 34,04 | 3 561 | 30,88 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12 304 | 65,44 | 585 | 56,84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 107 | -52,65 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 34 146 | 5,41 | 1 624 | -0,25 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 6 | 0 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 39 746 | 0,53 | 1 890 | -4,79 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 4 954 | 0,04 | 236 | -5,24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 644 | 3,04 | 31 | -3,23 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 14 374 | 2,75 | 684 | -2,71 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 781 | 180 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 933 | 0,14 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 253 | 0 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 17 | 1 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 107 | 71,05 | 195 | 62,50 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16 303 | 0,14 | 775 | -5,14 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 30 565 | 14,76 | 1 454 | 8,68 |
