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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
6,163
shares
|
$364,541
0.14% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
6,107
shares
|
$361,229
0.01% of portfolio
|
Q1 2024
Reduced 4.59%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
6,100
shares
|
$360,815
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,044
shares
|
$357,502
0.04% of portfolio
|
Q4 2023
Reduced 37.84%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,029
shares
|
$356,615
0.01% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,982
shares
|
$353,835
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
5,726
shares
|
$338,692
0.1% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,348
shares
|
$316,334
0.0% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
5,287
shares
|
$312,726
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
5,230
shares
|
$309,354
0.09% of portfolio
|
Q1 2024
Reduced 17.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,191
shares
|
$307,047
0.01% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
5,168
shares
|
$305,687
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,147
shares
|
$304,445
0.01% of portfolio
|
Q3 2024
Added 36.24%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
5,092
shares
|
$301,191
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
5,030
shares
|
$297,524
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,013
shares
|
$296,518
0.0% of portfolio
|
Q3 2024
Added 36.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,935
shares
|
$291,905
0.01% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,919
shares
|
$290,958
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,858
shares
|
$287,350
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
4,850
shares
|
$286,877
0.08% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,802
shares
|
$284,038
0.01% of portfolio
|
Q1 2024
Reduced 12.88%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
4,677
shares
|
$276,644
0.04% of portfolio
|
Q3 2024
Reduced 62.8%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
4,620
shares
|
$273,273
0.0% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
4,612
shares
|
$272,799
0.19% of portfolio
|
Q4 2022
Reduced 6.28%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
4,492
shares
|
$265,701
0.0% of portfolio
|
Q3 2024
Added 71.32%
|