Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 15, 2025
Q1 2025
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
362KNew |
$32.3M - $37.7M
|
362K
$35.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
347K+ 188.96% |
$31M - $36.2M
|
531K
$51.7M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
298KNew |
$26.5M - $31M
|
298K
$28.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
176K+ 156.22% |
$15.7M - $18.4M
|
289K
$28.2M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
173K+ 5519.3% |
$15.4M - $18M
|
176K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
146K+ 33.84% |
$13M - $15.2M
|
578K
$56.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
139K+ 53.54% |
$12.4M - $14.5M
|
400K
$38.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
138K+ 23.21% |
$12.3M - $14.3M
|
732K
$71.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
137K+ 99.99% |
$12.2M - $14.2M
|
274K
$26.6M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
120KNew |
$10.7M - $12.5M
|
120K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.3K+ 10.24% |
$8.59M - $10M
|
1.04M
$101M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91.7K+ 5.1% |
$8.18M - $9.54M
|
1.89M
$184M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
91K+ 45.56% |
$8.11M - $9.47M
|
291K
$28.3M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
85.9K+ 122.24% |
$7.66M - $8.94M
|
156K
$15.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
85.2K+ 594.34% |
$7.6M - $8.87M
|
99.6K
$9.69M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.7K+ 6.58% |
$7.01M - $8.18M
|
1.27M
$124M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
74.4KNew |
$6.64M - $7.75M
|
74.4K
$7.24M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67.3KNew |
$6M - $7.01M
|
67.3K
$6.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65.9KNew |
$5.87M - $6.85M
|
65.9K
$6.41M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.9K+ 11.44% |
$5.79M - $6.75M
|
632K
$61.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
62.4K+ 125.11% |
$5.56M - $6.49M
|
112K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
56.6K+ 5.37% |
$5.04M - $5.88M
|
1.11M
$108M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
54.3K+ 704.19% |
$4.84M - $5.65M
|
62K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
52.7K+ 8.62% |
$4.7M - $5.48M
|
664K
$64.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
42.6K+ 27.08% |
$3.8M - $4.43M
|
200K
$19.4M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
41.6K+ 594000.0% |
$3.71M - $4.33M
|
41.6K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
37.2K+ 251.7% |
$3.31M - $3.87M
|
51.9K
$5.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
36.1K+ 67.85% |
$3.22M - $3.75M
|
89.2K
$8.68M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
36.1KNew |
$3.22M - $3.75M
|
36.1K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33.9KNew |
$3.03M - $3.53M
|
33.9K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
29.1K+ 66.26% |
$2.6M - $3.03M
|
73.1K
$7.11M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
28.7K+ 46.58% |
$2.56M - $2.99M
|
90.4K
$8.8M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.1K+ 2.37% |
$2.5M - $2.92M
|
1.21M
$118M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
27.3K+ 52.71% |
$2.43M - $2.84M
|
79K
$7.68M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
27.1K+ 50.08% |
$2.42M - $2.82M
|
81.3K
$7.91M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
26.1K+ 58.33% |
$2.33M - $2.72M
|
70.9K
$6.9M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24.1K+ 34.11% |
$2.15M - $2.5M
|
94.6K
$9.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
22.7K+ 23.85% |
$2.03M - $2.36M
|
118K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
22.5KNew |
$2.01M - $2.34M
|
22.5K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.9K+ 21.97% |
$1.95M - $2.28M
|
122K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21.8K+ 93.7% |
$1.94M - $2.26M
|
45K
$4.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20.7K+ 7.34% |
$1.84M - $2.15M
|
302K
$29.4M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
20.6K+ 26.94% |
$1.84M - $2.14M
|
97K
$9.43M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.3K+ 9.64% |
$1.81M - $2.12M
|
231K
$22.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
19.7KNew |
$1.75M - $2.05M
|
19.7K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.6KNew |
$1.75M - $2.04M
|
19.6K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
19.2K+ 5.55% |
$1.72M - $2M
|
366K
$35.6M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18.3KNew |
$1.63M - $1.91M
|
18.3K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.9K+ 18.1% |
$1.59M - $1.86M
|
116K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
17.7K+ 19.12% |
$1.58M - $1.84M
|
110K
$10.7M
|