Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.09M+ 61.83% |
$82.9M - $98.2M
|
2.86M
$284M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
544K+ 52.42% |
$41.2M - $48.8M
|
1.58M
$157M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
498KNew |
$37.7M - $44.7M
|
498K
$49.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
479KNew |
$36.3M - $43M
|
479K
$47.5M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
431KNew |
$32.6M - $38.7M
|
431K
$42.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
406K+ 64.69% |
$30.7M - $36.4M
|
1.03M
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
399K+ 532.03% |
$30.2M - $35.8M
|
474K
$47M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
297K+ 105.53% |
$22.4M - $26.6M
|
577K
$57.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
275K+ 42.95% |
$20.9M - $24.7M
|
917K
$90.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
266K+ 5315900.0% |
$20.1M - $23.9M
|
266K
$26.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
256K+ 39.27% |
$19.4M - $23M
|
907K
$89.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
241KNew |
$18.3M - $21.7M
|
241K
$23.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
233K+ 29.4% |
$17.7M - $21M
|
1.03M
$102M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
213KNew |
$16.1M - $19.1M
|
213K
$21.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
165KNew |
$12.5M - $14.8M
|
165K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
163K+ 106.1% |
$12.3M - $14.6M
|
317K
$31.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
132K+ 748.52% |
$10M - $11.9M
|
150K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
113KNew |
$8.54M - $10.1M
|
113K
$11.2M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
107KNew |
$8.12M - $9.63M
|
107K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.1K+ 52.31% |
$7.43M - $8.81M
|
286K
$28.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
85.2KNew |
$6.45M - $7.65M
|
85.2K
$8.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
78.1K+ 246.91% |
$5.92M - $7.01M
|
110K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78.1K+ 2147.96% |
$5.91M - $7.01M
|
81.7K
$8.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
77.4K+ 99.71% |
$5.86M - $6.95M
|
155K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
77.2K+ 20.13% |
$5.85M - $6.93M
|
461K
$45.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
75.2K+ 2086.46% |
$5.69M - $6.75M
|
78.8K
$7.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
73.6KNew |
$5.57M - $6.61M
|
73.6K
$7.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
73K+ 2087.71% |
$5.53M - $6.55M
|
76.5K
$7.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
72.8K+ 912.99% |
$5.51M - $6.53M
|
80.8K
$8.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
66.2KNew |
$5.01M - $5.94M
|
66.2K
$6.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.6K+ 72.56% |
$4.67M - $5.53M
|
147K
$14.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
61.3KNew |
$4.64M - $5.5M
|
61.3K
$6.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
56.4KNew |
$4.27M - $5.06M
|
56.4K
$5.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
55.5KNew |
$4.2M - $4.98M
|
55.5K
$5.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
55.5KNew |
$4.2M - $4.98M
|
55.5K
$5.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53K+ 41.16% |
$4.02M - $4.76M
|
182K
$18M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.3K+ 154.21% |
$3.96M - $4.69M
|
86.1K
$8.54M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
49.1KNew |
$3.71M - $4.4M
|
49.1K
$4.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
48.4K+ 72.25% |
$3.66M - $4.34M
|
115K
$11.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
48K+ 47.08% |
$3.63M - $4.31M
|
150K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
47.8K+ 140.13% |
$3.62M - $4.29M
|
81.9K
$8.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.4K+ 43.0% |
$3.59M - $4.25M
|
158K
$15.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
47K+ 107.47% |
$3.56M - $4.22M
|
90.8K
$9M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
41.6K+ 402.78% |
$3.15M - $3.73M
|
51.9K
$5.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.4K+ 42.46% |
$2.98M - $3.54M
|
132K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
39.4KNew |
$2.98M - $3.54M
|
39.4K
$3.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
36.1KNew |
$2.73M - $3.24M
|
36.1K
$3.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.1K+ 9.78% |
$2.66M - $3.15M
|
394K
$39M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.2KNew |
$2.52M - $2.98M
|
33.2K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.4KNew |
$2.15M - $2.55M
|
28.4K
$2.82M
|