Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
284KNew |
$19.5M - $21.9M
|
284K
$29.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
267K+ 159.56% |
$18.3M - $20.6M
|
434K
$44.4M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
124K+ 96.11% |
$8.51M - $9.59M
|
254K
$25.9M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
110K+ 419.12% |
$7.56M - $8.52M
|
137K
$14M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109K+ 11.1% |
$7.48M - $8.43M
|
1.09M
$112M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 45.14% |
$7.36M - $8.29M
|
346K
$35.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.4K+ 75.04% |
$6.73M - $7.59M
|
229K
$23.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.2K+ 1575.81% |
$5.08M - $5.72M
|
78.9K
$8.07M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.5K+ 110.18% |
$3.46M - $3.9M
|
96.4K
$9.86M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
20.5K+ 377.18% |
$1.4M - $1.58M
|
25.9K
$2.65M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
19K+ 64.33% |
$1.3M - $1.46M
|
48.5K
$4.96M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 14.41% |
$766K - $863K
|
88.8K
$9.08M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10K+ 37.59% |
$687K - $774K
|
36.7K
$3.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
9.45K+ 23.33% |
$647K - $729K
|
49.9K
$5.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.43K+ 49.34% |
$645K - $727K
|
28.5K
$2.92M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.99K+ 137.63% |
$615K - $693K
|
15.5K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.16K+ 10.27% |
$558K - $629K
|
87.6K
$8.95M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.23K+ 18.43% |
$495K - $558K
|
46.5K
$4.75M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
6.88KNew |
$471K - $530K
|
6.88K
$703K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.96K+ 15.6% |
$408K - $460K
|
44.2K
$4.52M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.72K+ 178.07% |
$391K - $441K
|
8.93K
$913K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.48K+ 135.55% |
$375K - $423K
|
9.52K
$974K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.11K+ 30.53% |
$350K - $394K
|
21.8K
$2.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.05K+ 40.65% |
$345K - $389K
|
17.5K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.67K+ 218.37% |
$320K - $360K
|
6.81K
$696K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
4.22KNew |
$289K - $326K
|
4.22K
$432K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.61KNew |
$247K - $278K
|
3.61K
$369K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.6K+ 16.8% |
$246K - $278K
|
25K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.32K+ 33.54% |
$227K - $256K
|
13.2K
$1.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.11K+ 9.81% |
$213K - $240K
|
34.8K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.99KNew |
$204K - $230K
|
2.99K
$305K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.93KNew |
$201K - $226K
|
2.93K
$300K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.28K+ 27.37% |
$156K - $176K
|
10.6K
$1.09M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 5.41% |
$117K - $132K
|
33.3K
$3.41M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.43K+ 9.25% |
$97.5K - $110K
|
16.8K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.24K+ 8.8% |
$85.1K - $95.9K
|
15.4K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.19K+ 8.02% |
$81.6K - $91.9K
|
16.1K
$1.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.18K+ 4.39% |
$80.8K - $91.1K
|
28.1K
$2.87M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.15K+ 10.43% |
$78.8K - $88.9K
|
12.2K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
835+ 223.26% |
$57.1K - $64.4K
|
1.21K
$124K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
673+ 3.18% |
$46.1K - $51.9K
|
21.8K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
645+ 3.17% |
$44.1K - $49.7K
|
21K
$2.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
585+ 88.64% |
$40K - $45.1K
|
1.25K
$127K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
472+ 5.53% |
$32.3K - $36.4K
|
9K
$920K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
398+ 7.71% |
$27.2K - $30.7K
|
5.56K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
378+ 6.84% |
$25.9K - $29.2K
|
5.91K
$604K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
357New |
$24.4K - $27.5K
|
357
$36.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
292+ 6.19% |
$20K - $22.5K
|
5.01K
$512K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
180+ 0.7% |
$12.3K - $13.9K
|
25.9K
$2.65M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
148New |
$10.1K - $11.4K
|
148
$15.1K
|