Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
492K+ 38.51% |
$38.9M - $41.9M
|
1.77M
$181M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
294KNew |
$23.2M - $25M
|
294K
$30M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
292K+ 58.23% |
$23.1M - $24.9M
|
794K
$81.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
210K+ 47.6% |
$16.6M - $17.9M
|
651K
$66.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
182KNew |
$14.4M - $15.5M
|
182K
$18.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
105KNew |
$8.26M - $8.9M
|
105K
$10.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
103K+ 57.8% |
$8.13M - $8.76M
|
281K
$28.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
102KNew |
$8.05M - $8.67M
|
102K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.5K+ 99.36% |
$7.38M - $7.96M
|
188K
$19.2M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
91.6K+ 66.45% |
$7.23M - $7.79M
|
229K
$23.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
77.7K+ 199.3% |
$6.14M - $6.61M
|
117K
$11.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73.3K+ 132.15% |
$5.79M - $6.24M
|
129K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.4K+ 12.72% |
$5.71M - $6.16M
|
641K
$65.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
69.7KNew |
$5.5M - $5.93M
|
69.7K
$7.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
69.4K+ 805.51% |
$5.48M - $5.91M
|
78K
$7.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58K+ 19.29% |
$4.58M - $4.94M
|
359K
$36.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
43.7KNew |
$3.45M - $3.72M
|
43.7K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36.8K+ 133.81% |
$2.91M - $3.13M
|
64.4K
$6.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.8K+ 96.29% |
$2.9M - $3.13M
|
75K
$7.67M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.1K+ 86.83% |
$2.77M - $2.99M
|
75.6K
$7.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
34.1KNew |
$2.69M - $2.9M
|
34.1K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31.9KNew |
$2.52M - $2.72M
|
31.9K
$3.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
30.7K+ 115.32% |
$2.43M - $2.61M
|
57.4K
$5.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.4KNew |
$2.4M - $2.58M
|
30.4K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.3K+ 63.85% |
$2.39M - $2.58M
|
77.7K
$7.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
28.9K+ 221.52% |
$2.28M - $2.46M
|
41.9K
$4.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28K+ 476.14% |
$2.21M - $2.38M
|
33.9K
$3.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.7K+ 33.61% |
$2.19M - $2.36M
|
110K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27.5K+ 161.25% |
$2.17M - $2.34M
|
44.6K
$4.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
22.8K+ 107.45% |
$1.8M - $1.94M
|
44K
$4.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.8K+ 32.5% |
$1.8M - $1.94M
|
92.8K
$9.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
21.5K+ 161.09% |
$1.7M - $1.83M
|
34.9K
$3.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
20.6KNew |
$1.62M - $1.75M
|
20.6K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.4KNew |
$1.53M - $1.65M
|
19.4K
$1.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
17.8KNew |
$1.4M - $1.51M
|
17.8K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$1.21M - $1.3M
|
15.3K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.9K+ 21.31% |
$1.18M - $1.27M
|
84.9K
$8.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.6KNew |
$1.15M - $1.24M
|
14.6K
$1.49M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.2KNew |
$1.12M - $1.2M
|
14.2K
$1.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.4K+ 130.53% |
$1.06M - $1.14M
|
23.7K
$2.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12K+ 71.94% |
$945K - $1.02M
|
28.6K
$2.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 195.91% |
$935K - $1.01M
|
17.9K
$1.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.3K+ 27.94% |
$894K - $963K
|
51.8K
$5.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.9K+ 46.59% |
$857K - $923K
|
34.1K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
10.7KNew |
$846K - $912K
|
10.7K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$815K - $879K
|
10.3K
$1.06M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
10.1KNew |
$800K - $862K
|
10.1K
$1.04M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.1KNew |
$799K - $861K
|
10.1K
$1.03M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
8.51K+ 12.78% |
$672K - $724K
|
75.1K
$7.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
8.44K+ 46.13% |
$666K - $718K
|
26.7K
$2.73M
|