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 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
78+ 2.44% |
$7.68K - $8.53K
|
3.27K
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
76+ 6.09% |
$7.48K - $8.31K
|
1.32K
$121K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75+ 78.95% |
$7.39K - $8.2K
|
170
$15.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
75+ 3.21% |
$7.39K - $8.2K
|
2.41K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
68+ 0.43% |
$6.7K - $7.44K
|
15.9K
$1.45M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
63+ 0.79% |
$6.2K - $6.89K
|
8.05K
$737K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
63+ 0.57% |
$6.2K - $6.89K
|
11.2K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
59New |
$5.81K - $6.45K
|
59
$5.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
58+ 0.03% |
$5.71K - $6.34K
|
175K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
56New |
$5.51K - $6.12K
|
56
$5.13K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
55New |
$5.42K - $6.01K
|
55
$5.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
54+ 0.08% |
$5.32K - $5.9K
|
65.6K
$6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$4.53K - $5.03K
|
46
$4.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
45+ 12.13% |
$4.43K - $4.92K
|
416
$38.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
45New |
$4.43K - $4.92K
|
45
$4.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
38+ 0.51% |
$3.74K - $4.16K
|
7.52K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37New |
$3.64K - $4.05K
|
37
$3.39K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
30New |
$2.95K - $3.28K
|
30
$2.75K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26+ 0.9% |
$2.56K - $2.84K
|
2.93K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25+ 8.53% |
$2.46K - $2.73K
|
318
$29.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
23New |
$2.26K - $2.52K
|
23
$2.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 3.58% |
$1.87K - $2.08K
|
549
$50.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
15+ 0.19% |
$1.48K - $1.64K
|
8.02K
$734K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8New |
$788 - $875
|
8
$732
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7+ 0.11% |
$689 - $765
|
6.49K
$594K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-3- 0.08% |
$295 - $328
|
3.71K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-5- 4.0% |
$492 - $547
|
120
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-9- 0.2% |
$886 - $984
|
4.48K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10- 0.29% |
$985 - $1.09K
|
3.47K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-12- 0.18% |
$1.18K - $1.31K
|
6.69K
$612K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-14Closed |
$1.38K - $1.53K
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-15- 0.26% |
$1.48K - $1.64K
|
5.74K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-28- 0.17% |
$2.76K - $3.06K
|
16.1K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-43- 4.65% |
$4.23K - $4.7K
|
882
$80.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62- 1.81% |
$6.11K - $6.78K
|
3.37K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 45.76% |
$7.98K - $8.86K
|
96
$8.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-83- 0.11% |
$8.17K - $9.08K
|
74.2K
$6.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-94- 1.39% |
$9.26K - $10.3K
|
6.66K
$610K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-99- 1.86% |
$9.75K - $10.8K
|
5.24K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-106- 1.66% |
$10.4K - $11.6K
|
6.28K
$575K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-121- 3.07% |
$11.9K - $13.2K
|
3.82K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-122- 1.87% |
$12K - $13.3K
|
6.41K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-123- 1.6% |
$12.1K - $13.5K
|
7.54K
$690K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140- 8.26% |
$13.8K - $15.3K
|
1.56K
$142K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-141- 3.8% |
$13.9K - $15.4K
|
3.57K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-165- 1.8% |
$16.2K - $18K
|
9.02K
$825K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-207- 11.81% |
$20.4K - $22.6K
|
1.55K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-214- 35.61% |
$21.1K - $23.4K
|
387
$35.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-220- 2.66% |
$21.7K - $24.1K
|
8.06K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-238- 1.11% |
$23.4K - $26K
|
21.3K
$1.95M
|