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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
216+ 0.73% |
$17.1K - $18.4K
|
29.7K
$3.04M
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
190+ 5.77% |
$15K - $16.2K
|
3.48K
$356K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
161New |
$12.7K - $13.7K
|
161
$16.5K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
124+ 103.33% |
$9.79K - $10.5K
|
244
$24.9K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
123+ 0.36% |
$9.71K - $10.5K
|
34.4K
$3.51M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
102+ 0.79% |
$8.05K - $8.68K
|
13K
$1.33M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
89+ 2.57% |
$7.03K - $7.57K
|
3.55K
$363K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
89New |
$7.03K - $7.57K
|
89
$9.1K
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4+ 0.08% |
$316 - $340
|
5.23K
$535K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5- 0.18% |
$395 - $425
|
2.78K
$284K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.46% |
$1.18K - $1.28K
|
3.27K
$334K
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-33- 0.35% |
$2.61K - $2.81K
|
9.42K
$963K
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-59- 1.53% |
$4.66K - $5.02K
|
3.79K
$387K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-65- 0.78% |
$5.13K - $5.53K
|
8.29K
$847K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-112- 2.34% |
$8.84K - $9.53K
|
4.67K
$477K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-120- 44.78% |
$9.47K - $10.2K
|
148
$15.1K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-170- 2.21% |
$13.4K - $14.5K
|
7.51K
$767K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-206- 1.6% |
$16.3K - $17.5K
|
12.6K
$1.29M
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-209- 0.5% |
$16.5K - $17.8K
|
41.4K
$4.23M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-277- 2.5% |
$21.9K - $23.6K
|
10.8K
$1.1M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-391- 6.67% |
$30.9K - $33.3K
|
5.47K
$560K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-410- 2.98% |
$32.4K - $34.9K
|
13.4K
$1.37M
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-449- 3.47% |
$35.4K - $38.2K
|
12.5K
$1.28M
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-542- 0.18% |
$42.8K - $46.1K
|
299K
$30.6M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-547- 6.43% |
$43.2K - $46.5K
|
7.97K
$815K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-712- 2.1% |
$56.2K - $60.6K
|
33.2K
$3.39M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.29K- 14.48% |
$102K - $110K
|
7.64K
$781K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.98K- 2.28% |
$157K - $169K
|
85K
$8.69M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.34K- 0.22% |
$185K - $199K
|
1.04M
$106M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.69K- 31.35% |
$212K - $229K
|
5.88K
$602K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.28K- 10.31% |
$259K - $279K
|
28.5K
$2.92M
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.01K- 12.41% |
$317K - $341K
|
28.3K
$2.9M
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.2K- 3.71% |
$331K - $357K
|
109K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.84K- 9.13% |
$382K - $412K
|
48.2K
$4.93M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.68K- 1.96% |
$606K - $654K
|
384K
$39.2M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 58.11% |
$832K - $896K
|
7.59K
$776K
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-12.7K- 3.8% |
$1.01M - $1.08M
|
323K
$33M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-19.9K- 3.08% |
$1.57M - $1.69M
|
627K
$64.1M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-36.3K- 94.59% |
$2.87M - $3.09M
|
2.08K
$212K
|