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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.9K+ 35.42% |
$1.42M - $1.65M
|
60.7K
$5.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15KNew |
$1.34M - $1.56M
|
15K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.5K+ 138.33% |
$1.29M - $1.51M
|
25K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
14.3KNew |
$1.27M - $1.49M
|
14.3K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.8KNew |
$1.14M - $1.33M
|
12.8K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11.8KNew |
$1.05M - $1.23M
|
11.8K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.6K+ 15.74% |
$1.03M - $1.21M
|
85.2K
$8.29M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.3K+ 12.6% |
$1M - $1.17M
|
101K
$9.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
10.9K+ 108.82% |
$968K - $1.13M
|
20.8K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10.7K+ 6.76% |
$958K - $1.12M
|
170K
$16.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.7KNew |
$954K - $1.11M
|
10.7K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.3K+ 5.64% |
$914K - $1.07M
|
192K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9.94K+ 38.33% |
$887K - $1.03M
|
35.9K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.59K+ 10.31% |
$855K - $997K
|
103K
$9.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
9.57K+ 726.02% |
$853K - $996K
|
10.9K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.43K+ 11.95% |
$841K - $982K
|
88.4K
$8.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
9.39KNew |
$838K - $977K
|
9.39K
$914K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
9.02K+ 65.24% |
$805K - $939K
|
22.9K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8.6K+ 10.03% |
$767K - $895K
|
94.4K
$9.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.21K+ 9.48% |
$733K - $855K
|
94.8K
$9.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.04K+ 142.78% |
$717K - $836K
|
13.7K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.93K+ 14.85% |
$707K - $825K
|
61.3K
$5.97M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.8K+ 6.65% |
$695K - $811K
|
125K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.6KNew |
$677K - $790K
|
7.6K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.56KNew |
$674K - $787K
|
7.56K
$736K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.37K+ 1.26% |
$658K - $767K
|
594K
$57.8M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.03KNew |
$627K - $732K
|
7.03K
$684K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
7K+ 24.08% |
$624K - $728K
|
36.1K
$3.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.71K+ 5.48% |
$598K - $698K
|
129K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.61K+ 13.02% |
$589K - $687K
|
57.4K
$5.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
6.43K+ 6.49% |
$574K - $669K
|
106K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.04KNew |
$539K - $629K
|
6.04K
$588K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.77KNew |
$514K - $600K
|
5.77K
$561K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.71KNew |
$509K - $594K
|
5.71K
$556K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.58KNew |
$498K - $580K
|
5.58K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.25KNew |
$468K - $546K
|
5.25K
$510K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.21K+ 21.36% |
$464K - $542K
|
29.6K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
5.2K+ 6.94% |
$464K - $541K
|
80.2K
$7.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.19K+ 133.61% |
$463K - $540K
|
9.08K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
5.19KNew |
$463K - $540K
|
5.19K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.99KNew |
$445K - $519K
|
4.99K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.81K+ 22.29% |
$429K - $500K
|
26.4K
$2.57M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
4.76K+ 0.88% |
$424K - $495K
|
548K
$53.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.64K+ 8.34% |
$413K - $482K
|
60.2K
$5.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.37K+ 7.81% |
$390K - $455K
|
60.4K
$5.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.36K+ 6.63% |
$389K - $454K
|
70.1K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.33K+ 12.07% |
$386K - $451K
|
40.2K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.31K+ 4.55% |
$385K - $449K
|
99.2K
$9.65M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.3K+ 3.0% |
$383K - $447K
|
148K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.22K+ 15.47% |
$377K - $439K
|
31.5K
$3.07M
|