Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XMHQ)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XMHQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
7K+ 24.08% |
$624K - $728K
|
36.1K
$3.75M
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.77KNew |
$514K - $600K
|
5.77K
$599K
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.21K+ 21.36% |
$464K - $542K
|
29.6K
$3.07M
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
5.19KNew |
$463K - $540K
|
5.19K
$539K
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
4.76K+ 0.88% |
$424K - $495K
|
548K
$57M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.79K+ 3.9% |
$338K - $394K
|
101K
$10.5M
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.71K+ 13.35% |
$331K - $386K
|
31.5K
$3.28M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.22KNew |
$287K - $335K
|
3.22K
$335K
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.93KNew |
$262K - $305K
|
2.93K
$305K
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
2.68K+ 104.76% |
$239K - $279K
|
5.24K
$545K
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.62KNew |
$234K - $272K
|
2.62K
$272K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.54KNew |
$226K - $264K
|
2.54K
$263K
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.79K+ 8.81% |
$159K - $186K
|
22K
$2.29M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.41K+ 12.14% |
$126K - $147K
|
13K
$1.35M
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.4KNew |
$125K - $146K
|
1.4K
$146K
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.4KNew |
$125K - $146K
|
1.4K
$146K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.06KNew |
$94.9K - $111K
|
1.06K
$111K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
853+ 1.87% |
$76.1K - $88.7K
|
46.5K
$4.83M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
783New |
$69.8K - $81.5K
|
783
$81.4K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
361New |
$32.2K - $37.6K
|
361
$37.5K
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
237+ 5.41% |
$21.1K - $24.7K
|
4.62K
$480K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
204+ 2.05% |
$18.2K - $21.2K
|
10.1K
$1.05M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
164+ 51.57% |
$14.6K - $17.1K
|
482
$50.1K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
68New |
$6.06K - $7.07K
|
68
$7.07K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 59.78% |
$4.9K - $5.72K
|
147
$15.3K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
39+ 1.39% |
$3.48K - $4.06K
|
2.85K
$296K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.84% |
$89.2 - $104
|
120
$12.5K
|
|
Q4 2024 | |||||||
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
81.3KNew |
$8.01M - $8.89M
|
81.3K
$8.45M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26.8KNew |
$2.64M - $2.93M
|
26.8K
$2.79M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.7KNew |
$1.94M - $2.15M
|
19.7K
$2.05M
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
14.4KNew |
$1.42M - $1.58M
|
14.4K
$1.5M
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
13.2K+ 8.52% |
$1.3M - $1.45M
|
169K
$17.5M
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11.4KNew |
$1.12M - $1.24M
|
11.4K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.43K+ 21.85% |
$732K - $813K
|
41.5K
$4.31M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.03KNew |
$397K - $441K
|
4.03K
$419K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.55KNew |
$349K - $388K
|
3.55K
$369K
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.16KNew |
$311K - $346K
|
3.16K
$329K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.14KNew |
$309K - $344K
|
3.14K
$327K
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.08KNew |
$303K - $336K
|
3.08K
$320K
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.44K+ 5.04% |
$240K - $267K
|
50.9K
$5.29M
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 43.97% |
$227K - $252K
|
7.55K
$785K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.17K+ 19.0% |
$214K - $238K
|
13.6K
$1.42M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.03K+ 34.76% |
$200K - $222K
|
7.87K
$818K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.6KNew |
$158K - $175K
|
1.6K
$167K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.34KNew |
$132K - $146K
|
1.34K
$139K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.21K+ 44.71% |
$120K - $133K
|
3.93K
$408K
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 5.65% |
$107K - $119K
|
20.3K
$2.11M
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
942+ 1.26% |
$92.8K - $103K
|
75.9K
$7.89M
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
299+ 14.37% |
$29.4K - $32.7K
|
2.38K
$247K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
288New |
$28.4K - $31.5K
|
288
$29.9K
|