Institutional Ownership Invesco ETF Tr Ii S&P Midcap L (XMLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 8.15 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
21,406
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
21,145
shares
|
$1.33 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
20,686
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
20,470
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
19,680
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2025
Added 7.49%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
18,986
shares
|
$1.19 Million
0.43% of portfolio
|
Q3 2025
Reduced 58.79%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
18,187
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
17,455
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,932
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 30.34%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
16,362
shares
|
$1.03 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
15,787
shares
|
$992,055
0.1% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
15,573
shares
|
$978,607
0.07% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
15,319
shares
|
$962,645
0.64% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
14,958
shares
|
$939,960
0.06% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
14,831
shares
|
$931,980
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,509
shares
|
$911,745
0.0% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
14,396
shares
|
$904,644
0.01% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,151
shares
|
$889,248
0.0% of portfolio
|
Q3 2025
Added 45.05%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
14,131
shares
|
$887,992
0.05% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
13,599
shares
|
$854,561
0.42% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,517
shares
|
$786,568
0.02% of portfolio
|
Q3 2025
Reduced 32.0%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
12,260
shares
|
$770,418
0.32% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
12,060
shares
|
$757,850
0.01% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
11,890
shares
|
$747,167
0.0% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
11,640
shares
|
$731,457
0.13% of portfolio
|
Q3 2025
Reduced 2.4%
|
|