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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.17K+ 8.58% |
$372K - $434K
|
52.8K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.1K+ 4.1% |
$365K - $426K
|
104K
$10.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.04KNew |
$360K - $420K
|
4.04K
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.98K+ 238.99% |
$355K - $414K
|
5.65K
$550K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.9K+ 11.29% |
$348K - $406K
|
38.4K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.79K+ 3.9% |
$338K - $394K
|
101K
$9.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.75K+ 12.55% |
$334K - $390K
|
33.6K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.57K+ 6.99% |
$318K - $371K
|
54.6K
$5.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.49K+ 97.57% |
$311K - $363K
|
7.06K
$687K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
3.43KNew |
$305K - $356K
|
3.43K
$333K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.22KNew |
$287K - $335K
|
3.22K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.11KNew |
$277K - $323K
|
3.11K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.09K+ 5.71% |
$276K - $322K
|
57.3K
$5.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.93KNew |
$262K - $305K
|
2.93K
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.91K+ 6.24% |
$260K - $303K
|
49.5K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.82K+ 35.02% |
$251K - $293K
|
10.9K
$1.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.8K+ 4.62% |
$250K - $291K
|
63.4K
$6.17M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.78K+ 2.59% |
$248K - $290K
|
110K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2.78KNew |
$247K - $289K
|
2.78K
$270K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.72K+ 23.81% |
$242K - $283K
|
14.1K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
2.68K+ 104.76% |
$239K - $279K
|
5.24K
$510K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.63K+ 6.71% |
$235K - $274K
|
41.9K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.62KNew |
$234K - $272K
|
2.62K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.54KNew |
$226K - $264K
|
2.54K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.52K+ 25.06% |
$225K - $262K
|
12.6K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.37KNew |
$211K - $247K
|
2.37K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.35KNew |
$209K - $244K
|
2.35K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.33K+ 2529.35% |
$208K - $242K
|
2.42K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.32KNew |
$207K - $241K
|
2.32K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2.27K+ 20.12% |
$202K - $236K
|
13.6K
$1.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.26KNew |
$202K - $235K
|
2.26K
$220K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.26K+ 8.74% |
$202K - $235K
|
28.1K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.25K+ 26.6% |
$200K - $234K
|
10.7K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.24K+ 7.61% |
$200K - $233K
|
31.7K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.18K+ 49.85% |
$194K - $226K
|
6.54K
$637K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.17K+ 55.91% |
$193K - $225K
|
6.04K
$587K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
2.06K+ 4.47% |
$184K - $215K
|
48.2K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.01K+ 0.72% |
$179K - $209K
|
283K
$27.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.96K+ 3.79% |
$175K - $204K
|
53.7K
$5.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.96K+ 13.02% |
$175K - $204K
|
17K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.87K+ 4.37% |
$167K - $195K
|
44.7K
$4.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.8K+ 4.25% |
$160K - $187K
|
44.1K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.79K+ 8.81% |
$159K - $186K
|
22K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 7.43% |
$158K - $184K
|
25.6K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.69K+ 7.08% |
$151K - $176K
|
25.5K
$2.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.63K+ 2.9% |
$145K - $170K
|
57.8K
$5.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.51K+ 8.65% |
$135K - $157K
|
19K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.48K+ 2.92% |
$132K - $154K
|
52.3K
$5.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.45K+ 11.63% |
$129K - $150K
|
13.9K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.44K+ 44.04% |
$129K - $150K
|
4.71K
$459K
|