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 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
36.6K+ 41.71% |
$3.17M - $4.03M
|
124K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.2K+ 43.11% |
$3.05M - $3.88M
|
117K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.9K+ 23.79% |
$3.01M - $3.84M
|
181K
$18.5M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34K+ 223.11% |
$2.94M - $3.74M
|
49.2K
$5.03M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
33.3K+ 631.39% |
$2.88M - $3.67M
|
38.6K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32.2K+ 52.53% |
$2.78M - $3.54M
|
93.5K
$9.56M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
30.1KNew |
$2.6M - $3.31M
|
30.1K
$3.07M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
29K+ 387.78% |
$2.5M - $3.19M
|
36.4K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.6K+ 113.54% |
$2.47M - $3.15M
|
53.8K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
28.4K+ 273.41% |
$2.45M - $3.12M
|
38.7K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
27.9K+ 20.73% |
$2.41M - $3.07M
|
162K
$16.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
26.9KNew |
$2.33M - $2.96M
|
26.9K
$2.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.3K+ 135.73% |
$2.11M - $2.68M
|
42.3K
$4.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24.3K+ 4.88% |
$2.1M - $2.68M
|
523K
$53.4M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.1K+ 27.96% |
$2.08M - $2.65M
|
110K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
21.3KNew |
$1.85M - $2.35M
|
21.3K
$2.18M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
19.7KNew |
$1.71M - $2.17M
|
19.7K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.7K+ 24.34% |
$1.7M - $2.16M
|
100K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
17.8K+ 99.86% |
$1.54M - $1.95M
|
35.5K
$3.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
17.3KNew |
$1.5M - $1.9M
|
17.3K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.3KNew |
$1.49M - $1.9M
|
17.3K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
17.1K+ 124.47% |
$1.48M - $1.88M
|
30.8K
$3.15M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
16.7KNew |
$1.44M - $1.83M
|
16.7K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8KNew |
$1.37M - $1.74M
|
15.8K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.1K+ 199.48% |
$1.3M - $1.66M
|
22.6K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$1.29M - $1.64M
|
14.9K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 71.42% |
$1.24M - $1.58M
|
34.4K
$3.52M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.3KNew |
$1.24M - $1.58M
|
14.3K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
14KNew |
$1.21M - $1.54M
|
14K
$1.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13.2KNew |
$1.14M - $1.45M
|
13.2K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.5KNew |
$1.08M - $1.38M
|
12.5K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 195.03% |
$1.05M - $1.33M
|
18.3K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 32.35% |
$1.02M - $1.3M
|
48.4K
$4.94M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.8K+ 9.95% |
$1.02M - $1.29M
|
130K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.6KNew |
$1M - $1.28M
|
11.6K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
11.6KNew |
$999K - $1.27M
|
11.6K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10.7K+ 4256.18% |
$924K - $1.18M
|
10.9K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
10.5KNew |
$912K - $1.16M
|
10.5K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.87K+ 67.58% |
$853K - $1.09M
|
24.5K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.69KNew |
$838K - $1.07M
|
9.69K
$991K
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.56KNew |
$826K - $1.05M
|
9.56K
$977K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.1K+ 11.02% |
$787K - $1M
|
91.7K
$9.38M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.78K+ 1.85% |
$759K - $966K
|
483K
$49.4M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.74K+ 27.57% |
$756K - $962K
|
40.4K
$4.13M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.5KNew |
$735K - $936K
|
8.5K
$869K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.5K+ 27.01% |
$735K - $935K
|
40K
$4.09M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.48KNew |
$733K - $933K
|
8.48K
$867K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
8.27K+ 86.93% |
$715K - $911K
|
17.8K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.27KNew |
$715K - $910K
|
8.27K
$846K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.02K+ 15.61% |
$694K - $883K
|
59.4K
$6.08M
|