Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q1 2024. 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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.05M+ 674.34% |
$90.5M - $115M
|
1.2M
$123M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
764KNew |
$66.1M - $84.1M
|
764K
$78.1M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
657KNew |
$56.8M - $72.3M
|
657K
$67.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
649K+ 22.65% |
$56.1M - $71.4M
|
3.51M
$359M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
416K+ 1577.05% |
$35.9M - $45.7M
|
442K
$45.2M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
398KNew |
$34.4M - $43.8M
|
398K
$40.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
381KNew |
$32.9M - $41.9M
|
381K
$38.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
324K+ 113.25% |
$28M - $35.6M
|
609K
$62.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
302K+ 218.03% |
$26.1M - $33.2M
|
440K
$45M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
281K+ 30.61% |
$24.3M - $30.9M
|
1.2M
$122M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
268KNew |
$23.2M - $29.5M
|
268K
$27.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
243KNew |
$21M - $26.7M
|
243K
$24.8M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
242KNew |
$20.9M - $26.6M
|
242K
$24.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 22.48% |
$20M - $25.4M
|
1.26M
$129M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 22.48% |
$20M - $25.4M
|
1.26M
$129M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
223K+ 38.67% |
$19.3M - $24.6M
|
801K
$81.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
219K+ 24.09% |
$18.9M - $24.1M
|
1.13M
$115M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
200K+ 3248.31% |
$17.3M - $22.1M
|
207K
$21.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
172KNew |
$14.9M - $18.9M
|
172K
$17.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
155KNew |
$13.4M - $17M
|
155K
$15.8M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
151KNew |
$13M - $16.6M
|
151K
$15.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
150K+ 46.51% |
$13M - $16.5M
|
473K
$48.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
138KNew |
$11.9M - $15.1M
|
138K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
128K+ 257.63% |
$11M - $14.1M
|
177K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
119K+ 27.5% |
$10.2M - $13M
|
549K
$56.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
111K+ 28.26% |
$9.63M - $12.3M
|
505K
$51.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
102K+ 38.47% |
$8.84M - $11.3M
|
368K
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
101K+ 194.91% |
$8.75M - $11.1M
|
153K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91.8K+ 28.98% |
$7.94M - $10.1M
|
409K
$41.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
90.6K+ 303.27% |
$7.83M - $9.97M
|
120K
$12.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.1K+ 46.23% |
$7.27M - $9.25M
|
266K
$27.2M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
81.1KNew |
$7.02M - $8.93M
|
81.1K
$8.3M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
81.1K+ 61.35% |
$7.01M - $8.93M
|
213K
$21.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
74.9KNew |
$6.48M - $8.24M
|
74.9K
$7.66M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
67.9K+ 204.34% |
$5.87M - $7.47M
|
101K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
65.6K+ 36.61% |
$5.68M - $7.22M
|
245K
$25M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
63.3KNew |
$5.48M - $6.97M
|
63.3K
$6.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
63.2KNew |
$5.46M - $6.95M
|
63.2K
$6.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55.7K+ 70.74% |
$4.82M - $6.13M
|
135K
$13.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
51.8KNew |
$4.48M - $5.7M
|
51.8K
$5.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
47.7KNew |
$4.12M - $5.25M
|
47.7K
$4.87M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.3KNew |
$3.92M - $4.99M
|
45.3K
$4.63M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45K+ 63.89% |
$3.89M - $4.95M
|
115K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
44.5KNew |
$3.84M - $4.89M
|
44.5K
$4.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
42.7K+ 66.23% |
$3.69M - $4.7M
|
107K
$11M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
42.5K+ 46.83% |
$3.68M - $4.68M
|
133K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42K+ 81.1% |
$3.64M - $4.63M
|
93.9K
$9.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
38.9K+ 240.62% |
$3.36M - $4.28M
|
55.1K
$5.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
37.9KNew |
$3.27M - $4.17M
|
37.9K
$3.87M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
37.1KNew |
$3.21M - $4.08M
|
37.1K
$3.79M
|