Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.45K+ 13.16% |
$142K - $158K
|
12.4K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.43K+ 20.5% |
$140K - $156K
|
8.38K
$740K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.4K+ 10.59% |
$138K - $153K
|
14.6K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.4KNew |
$138K - $153K
|
1.4K
$124K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.36K+ 13.27% |
$134K - $149K
|
11.6K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.35K+ 42.48% |
$133K - $148K
|
4.54K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.34KNew |
$132K - $146K
|
1.34K
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 30.86% |
$130K - $144K
|
5.6K
$495K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.32KNew |
$130K - $144K
|
1.32K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.21K+ 44.71% |
$120K - $133K
|
3.93K
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.14K+ 6.35% |
$112K - $125K
|
19.1K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.09K+ 43.63% |
$108K - $120K
|
3.6K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 5.65% |
$107K - $119K
|
20.3K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.06K+ 40.97% |
$104K - $115K
|
3.63K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.02K+ 49.18% |
$100K - $111K
|
3.08K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1K+ 32.52% |
$98.5K - $109K
|
4.08K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
942+ 1.26% |
$92.8K - $103K
|
75.9K
$6.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
893+ 3.9% |
$87.9K - $97.6K
|
23.8K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
800New |
$78.8K - $87.5K
|
800
$70.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
772+ 7.25% |
$76K - $84.4K
|
11.4K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
736+ 3.77% |
$72.5K - $80.5K
|
20.3K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
633+ 7.57% |
$62.3K - $69.2K
|
8.99K
$795K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
627+ 11.07% |
$61.7K - $68.6K
|
6.29K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
607+ 20.13% |
$59.8K - $66.4K
|
3.62K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
578+ 17.67% |
$56.9K - $63.2K
|
3.85K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
546New |
$53.8K - $59.7K
|
546
$48.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
487+ 1.64% |
$48K - $53.3K
|
30.2K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
439+ 11.38% |
$43.2K - $48K
|
4.3K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
413+ 0.91% |
$40.7K - $45.2K
|
45.7K
$4.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
345+ 26.1% |
$34K - $37.7K
|
1.67K
$147K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
299+ 14.37% |
$29.4K - $32.7K
|
2.38K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
288New |
$28.4K - $31.5K
|
288
$25.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
286New |
$28.2K - $31.3K
|
286
$25.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
285+ 7.54% |
$28.1K - $31.2K
|
4.06K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
280+ 7.89% |
$27.6K - $30.6K
|
3.83K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
264New |
$26K - $28.9K
|
264
$23.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
262+ 5.24% |
$25.8K - $28.6K
|
5.26K
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
210New |
$20.7K - $23K
|
210
$18.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
192+ 0.46% |
$18.9K - $21K
|
42.3K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
165+ 2.18% |
$16.2K - $18K
|
7.74K
$684K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
159+ 1.41% |
$15.7K - $17.4K
|
11.5K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
149+ 3.99% |
$14.7K - $16.3K
|
3.89K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135+ 5.7% |
$13.3K - $14.8K
|
2.5K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
110New |
$10.8K - $12K
|
110
$9.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
92New |
$9.06K - $10.1K
|
92
$8.13K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85+ 0.23% |
$8.37K - $9.29K
|
37.3K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
84+ 3.68% |
$8.27K - $9.19K
|
2.37K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
83+ 830.0% |
$8.17K - $9.08K
|
93
$8.22K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
81+ 0.85% |
$7.98K - $8.86K
|
9.6K
$848K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
80+ 2.8% |
$7.88K - $8.75K
|
2.94K
$260K
|