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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
941KNew |
$92.6M - $103M
|
941K
$94.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
381K+ 7.68% |
$37.5M - $41.7M
|
5.34M
$537M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
222K+ 1709.14% |
$21.9M - $24.3M
|
235K
$23.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
172K+ 80.29% |
$17M - $18.8M
|
387K
$38.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
161K+ 8.68% |
$15.8M - $17.6M
|
2.01M
$202M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
144K+ 15.91% |
$14.2M - $15.8M
|
1.05M
$106M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
132K+ 193.69% |
$13M - $14.4M
|
200K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
129K+ 7.75% |
$12.7M - $14.1M
|
1.8M
$181M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
113K+ 11.91% |
$11.1M - $12.4M
|
1.06M
$107M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
113KNew |
$11.1M - $12.3M
|
113K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
91.3K+ 54.03% |
$8.99M - $9.98M
|
260K
$26.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
85.8KNew |
$8.45M - $9.38M
|
85.8K
$8.62M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
83.2K+ 1344.83% |
$8.19M - $9.1M
|
89.4K
$8.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
81.3KNew |
$8.01M - $8.89M
|
81.3K
$8.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.2K+ 23.14% |
$7.99M - $8.88M
|
432K
$43.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
79.6K+ 60.58% |
$7.84M - $8.7M
|
211K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
77.3KNew |
$7.61M - $8.45M
|
77.3K
$7.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.9K+ 6.88% |
$7.57M - $8.41M
|
1.19M
$120M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
76.4KNew |
$7.52M - $8.35M
|
76.4K
$7.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
75KNew |
$7.38M - $8.2M
|
75K
$7.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
74.6KNew |
$7.34M - $8.15M
|
74.6K
$7.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
73.7KNew |
$7.25M - $8.05M
|
73.7K
$7.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
70.3KNew |
$6.92M - $7.68M
|
70.3K
$7.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
65.5KNew |
$6.45M - $7.16M
|
65.5K
$6.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
64.3KNew |
$6.34M - $7.04M
|
64.3K
$6.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53.9K+ 39.56% |
$5.31M - $5.9M
|
190K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.4K+ 9.47% |
$5.06M - $5.62M
|
594K
$59.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
49K+ 130.22% |
$4.82M - $5.36M
|
86.6K
$8.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
48.3K+ 7663.49% |
$4.75M - $5.28M
|
48.9K
$4.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
46.9K+ 1564.62% |
$4.62M - $5.13M
|
49.9K
$5.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
46.1KNew |
$4.54M - $5.05M
|
46.1K
$4.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
44KNew |
$4.33M - $4.81M
|
44K
$4.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
40.8K+ 13.36% |
$4.02M - $4.47M
|
347K
$34.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.2K+ 5.08% |
$3.76M - $4.17M
|
790K
$79.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.8K+ 38.22% |
$3.73M - $4.14M
|
137K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35.7K+ 4.74% |
$3.51M - $3.9M
|
788K
$79.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
34KNew |
$3.34M - $3.71M
|
34K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
29.3K+ 71.18% |
$2.89M - $3.21M
|
70.6K
$7.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.9K+ 20.35% |
$2.65M - $2.94M
|
159K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26.8KNew |
$2.64M - $2.93M
|
26.8K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
25.7KNew |
$2.53M - $2.81M
|
25.7K
$2.58M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
25K+ 4.82% |
$2.46M - $2.73M
|
543K
$54.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.7K+ 29.91% |
$2.43M - $2.7M
|
107K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
24.4KNew |
$2.4M - $2.67M
|
24.4K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
23.9KNew |
$2.35M - $2.61M
|
23.9K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
23.5K+ 11.27% |
$2.31M - $2.56M
|
232K
$23.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.2K+ 31.31% |
$2.28M - $2.53M
|
97.2K
$9.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
22.6KNew |
$2.22M - $2.47M
|
22.6K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.8K+ 7.65% |
$2.15M - $2.39M
|
307K
$30.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
20.9K+ 20.3% |
$2.05M - $2.28M
|
124K
$12.4M
|