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 |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,043
shares
|
$179,993
0.09% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
2,892
shares
|
$171,061
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,850
shares
|
$168,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,422
shares
|
$143,261
0.01% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,012
shares
|
$119,009
0.01% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,000
shares
|
$118,300
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,889
shares
|
$111,734
0.0% of portfolio
|
Q4 2023
Reduced 36.91%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,833
shares
|
$108,421
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,832
shares
|
$108,362
0.0% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
1,446
shares
|
$85,530
0.01% of portfolio
|
Q3 2024
Added 60.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,308
shares
|
$77,368
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,226
shares
|
$72,517
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,224
shares
|
$72,399
0.0% of portfolio
|
Q4 2023
Reduced 3.92%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$59,150
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
960
shares
|
$56,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
935
shares
|
$55,305
0.02% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
928
shares
|
$54,891
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
870
shares
|
$51,460
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
799
shares
|
$47,260
0.02% of portfolio
|
Q2 2024
Reduced 30.88%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
700
shares
|
$41,405
0.01% of portfolio
|
Q3 2024
Reduced 71.6%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
644
shares
|
$38,092
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
638
shares
|
$37,737
0.01% of portfolio
|
Q2 2024
Reduced 31.98%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
572
shares
|
$33,833
0.01% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
525
shares
|
$31,053
0.0% of portfolio
|
Q4 2022
Reduced 46.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
494
shares
|
$29,220
0.0% of portfolio
|
Q3 2024
Added 375.0%
|