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 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
236K+ 12.16% |
$23.3M - $25.8M
|
2.18M
$219M
|
|
|
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 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.9K+ 14.76% |
$7.18M - $7.97M
|
567K
$57M
|
|
|
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 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
62.2K+ 5.54% |
$6.12M - $6.8M
|
1.18M
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59K+ 3.22% |
$5.81M - $6.45M
|
1.89M
$190M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.7KNew |
$5M - $5.55M
|
50.7K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
50.7K+ 21.79% |
$4.99M - $5.54M
|
283K
$28.5M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43K+ 8.96% |
$4.24M - $4.7M
|
523K
$52.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
40.8K+ 13.36% |
$4.02M - $4.47M
|
347K
$34.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
39.2K+ 37.57% |
$3.86M - $4.28M
|
143K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
39KNew |
$3.84M - $4.27M
|
39K
$3.92M
|
|
|
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 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
30.9K+ 64.25% |
$3.04M - $3.38M
|
78.9K
$7.93M
|
|
|
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
|