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 203 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $430 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
10,717
shares
|
$633,910
0.36% of portfolio
|
Q3 2024
Added 41.8%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
10,693
shares
|
$632,490
0.36% of portfolio
|
Q1 2023
Reduced 13.65%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
10,301
shares
|
$609,304
0.03% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
9,618
shares
|
$568,904
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
9,414
shares
|
$556,838
0.06% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,853
shares
|
$523,654
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
8,619
shares
|
$509,813
0.0% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
8,616
shares
|
$509,636
0.01% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
8,512
shares
|
$503,484
0.0% of portfolio
|
Q4 2024
Added 33.61%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
8,472
shares
|
$501,118
0.06% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
8,468
shares
|
$500,882
0.08% of portfolio
|
Q4 2023
Added 27.3%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
8,326
shares
|
$492,482
0.29% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
8,247
shares
|
$487,810
0.0% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
8,149
shares
|
$482,013
0.03% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,833
shares
|
$463,321
0.0% of portfolio
|
Q3 2024
Reduced 72.01%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
7,724
shares
|
$456,874
0.13% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
7,608
shares
|
$450,013
0.15% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
7,025
shares
|
$415,528
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
6,961
shares
|
$411,743
0.14% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
6,839
shares
|
$404,526
0.08% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
6,530
shares
|
$386,249
0.19% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,520
shares
|
$385,658
0.01% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
6,405
shares
|
$378,855
0.01% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
6,303
shares
|
$372,822
0.25% of portfolio
|
Q1 2024
Reduced 5.73%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
6,175
shares
|
$365,251
0.31% of portfolio
|
Q4 2021
Reduced 2.37%
|