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 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
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20.5K+ 8.13% |
$2.02M - $2.25M
|
273K
$27.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.7KNew |
$1.94M - $2.15M
|
19.7K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2K+ 201.61% |
$1.8M - $1.99M
|
27.3K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18K+ 6.85% |
$1.77M - $1.97M
|
281K
$28.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
17.9K+ 10.91% |
$1.76M - $1.96M
|
182K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17KNew |
$1.68M - $1.86M
|
17K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
16K+ 20.16% |
$1.57M - $1.75M
|
95.3K
$9.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.5K+ 61.08% |
$1.53M - $1.7M
|
40.9K
$4.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.9K+ 5.58% |
$1.47M - $1.63M
|
282K
$28.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.8KNew |
$1.45M - $1.61M
|
14.8K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.7K+ 192.77% |
$1.45M - $1.61M
|
22.3K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
13.4K+ 1.92% |
$1.32M - $1.47M
|
711K
$71.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
13.2K+ 8.52% |
$1.3M - $1.45M
|
169K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.1K+ 20.55% |
$1.29M - $1.44M
|
77K
$7.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.3K+ 22.2% |
$1.21M - $1.34M
|
67.5K
$6.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.1K+ 15.04% |
$1.19M - $1.32M
|
92.6K
$9.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
11.8K+ 574.87% |
$1.16M - $1.29M
|
13.8K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5K+ 29.27% |
$1.14M - $1.26M
|
51K
$5.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11.4KNew |
$1.12M - $1.24M
|
11.4K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.7K+ 23.73% |
$1.05M - $1.17M
|
55.6K
$5.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
10.1KNew |
$999K - $1.11M
|
10.1K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
9.78KNew |
$963K - $1.07M
|
9.78K
$983K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
9.52KNew |
$937K - $1.04M
|
9.52K
$957K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.52K+ 66.41% |
$937K - $1.04M
|
23.9K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9.41K+ 278.26% |
$926K - $1.03M
|
12.8K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.04K+ 20.77% |
$890K - $989K
|
52.6K
$5.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.99K+ 10.96% |
$886K - $983K
|
91.1K
$9.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.93K+ 8.36% |
$880K - $977K
|
116K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.73K+ 32.12% |
$860K - $955K
|
35.9K
$3.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
8.6KNew |
$847K - $940K
|
8.6K
$864K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.39K+ 5.64% |
$826K - $917K
|
157K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
8.36KNew |
$823K - $914K
|
8.36K
$840K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.08K+ 45.51% |
$796K - $884K
|
25.8K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
7.81K+ 129.89% |
$769K - $854K
|
13.8K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.71KNew |
$759K - $843K
|
7.71K
$775K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
7.59K+ 16.29% |
$748K - $830K
|
54.2K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.43K+ 21.85% |
$732K - $813K
|
41.5K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.36K+ 285.12% |
$724K - $804K
|
9.94K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.99KNew |
$688K - $764K
|
6.99K
$702K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.76K+ 14.5% |
$666K - $740K
|
53.4K
$5.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.37K+ 73.26% |
$627K - $696K
|
15.1K
$1.51M
|