Purchases and Sales Made in Q2 2021 in 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) during Q2 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P MIDCAP L.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
441KNew |
$23.2M - $24.2M
|
441K
$27.3M
|
|
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
342KNew |
$18M - $18.8M
|
342K
$21.2M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68KNew |
$3.58M - $3.73M
|
68K
$4.21M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.9K+ 170.37% |
$2.1M - $2.19M
|
63.4K
$3.92M
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.2K+ 293.78% |
$1.54M - $1.61M
|
39.2K
$2.42M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28.2K+ 89.71% |
$1.48M - $1.55M
|
59.5K
$3.68M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.9K+ 82.19% |
$1.31M - $1.37M
|
55.2K
$3.41M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22.9K+ 21.28% |
$1.21M - $1.26M
|
131K
$8.08M
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20K+ 41.76% |
$1.05M - $1.1M
|
68K
$4.2M
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.6K+ 9.41% |
$823K - $858K
|
182K
$11.2M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.2K+ 175.86% |
$800K - $835K
|
23.8K
$1.47M
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.4KNew |
$600K - $626K
|
11.4K
$705K
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.1K+ 69.13% |
$582K - $607K
|
27.1K
$1.67M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.6K+ 21.65% |
$561K - $585K
|
59.8K
$3.7M
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.84KNew |
$465K - $486K
|
8.84K
$547K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
6.46K+ 0.88% |
$340K - $355K
|
741K
$45.9M
|
|
Aug 31, 2021
Q2 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6.16KNew |
$325K - $339K
|
6.16K
$381K
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.16K+ 15.7% |
$324K - $338K
|
45.4K
$2.81M
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.86KNew |
$308K - $322K
|
5.86K
$362K
|
|
Aug 13, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
5.75K+ 95783.33% |
$303K - $316K
|
5.75K
$356K
|
|
Aug 10, 2021
Q2 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5.11KNew |
$269K - $281K
|
5.11K
$316K
|
|
Jul 22, 2021
Q2 2021
|
G&S Capital LLC
|
BUY
|
- |
5.06K+ 19.78% |
$267K - $278K
|
30.7K
$1.9M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.72K+ 8.09% |
$248K - $259K
|
63K
$3.9M
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.61KNew |
$243K - $253K
|
4.61K
$285K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.6K+ 16.77% |
$242K - $253K
|
32.1K
$1.98M
|
|
Aug 12, 2021
Q2 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.51KNew |
$238K - $248K
|
4.51K
$279K
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.11KNew |
$217K - $226K
|
4.11K
$254K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.81KNew |
$200K - $209K
|
3.81K
$235K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.82K+ 26.45% |
$149K - $155K
|
13.5K
$835K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.73KNew |
$144K - $150K
|
2.73K
$169K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.44K+ 101.41% |
$129K - $134K
|
4.85K
$300K
|
|
Aug 06, 2021
Q2 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.39K+ 5.69% |
$126K - $131K
|
44.5K
$2.75M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.39K+ 5.27% |
$126K - $131K
|
47.7K
$2.95M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.18K+ 14.03% |
$115K - $120K
|
17.7K
$1.1M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 18.69% |
$103K - $107K
|
12.4K
$767K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
1.7K+ 3.67% |
$89.5K - $93.3K
|
48K
$2.97M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.48K+ 16.98% |
$77.9K - $81.3K
|
10.2K
$631K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.44K+ 30.9% |
$75.9K - $79.2K
|
6.11K
$378K
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
1.22KNew |
$64.2K - $67K
|
1.22K
$75.5K
|
|
Jul 23, 2021
Q2 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.18KNew |
$62.3K - $65K
|
1.18K
$73.2K
|
|
Aug 13, 2021
Q2 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.12K+ 9.11% |
$59K - $61.5K
|
13.4K
$830K
|
|
Aug 06, 2021
Q2 2021
|
E Rn Financial, LLC
|
BUY
|
- |
1.05K+ 15.73% |
$55.2K - $57.6K
|
7.72K
$477K
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
BUY
|
- |
1.03K+ 4.11% |
$54.1K - $56.5K
|
26K
$1.61M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
883New |
$46.5K - $48.5K
|
883
$54.6K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
777+ 34.12% |
$40.9K - $42.7K
|
3.05K
$189K
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
660+ 1.37% |
$34.8K - $36.3K
|
48.9K
$3.02M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
650New |
$34.2K - $35.7K
|
650
$40.2K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
586+ 13.84% |
$30.9K - $32.2K
|
4.82K
$298K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
567+ 7.3% |
$29.9K - $31.2K
|
8.33K
$515K
|
|
Aug 02, 2021
Q2 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
386+ 0.3% |
$20.3K - $21.2K
|
131K
$8.1M
|