Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
77K+ 3157.11% |
$4.69M - $4.95M
|
79.4K
$4.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35K+ 31.3% |
$2.13M - $2.25M
|
147K
$9.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.6K+ 16.49% |
$1.13M - $1.19M
|
131K
$8.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.5K+ 9.57% |
$1.13M - $1.19M
|
212K
$13.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.7K+ 42.77% |
$959K - $1.01M
|
52.5K
$3.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.8K+ 11.33% |
$780K - $823K
|
126K
$7.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
10.7K+ 4.56% |
$651K - $687K
|
245K
$15.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
8.86KNew |
$540K - $570K
|
8.86K
$557K
|
|
|
Nov 06, 2025
Q3 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
8.15K+ 5.8% |
$497K - $524K
|
149K
$9.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.71K+ 11.93% |
$470K - $496K
|
72.4K
$4.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.7K+ 1.25% |
$408K - $431K
|
542K
$34.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.53K+ 4.43% |
$398K - $420K
|
154K
$9.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.32K+ 8.94% |
$324K - $342K
|
64.8K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.08KNew |
$310K - $327K
|
5.08K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.96K+ 149.22% |
$302K - $319K
|
8.28K
$520K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.9KNew |
$299K - $315K
|
4.9K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.87K+ 110.32% |
$297K - $313K
|
9.29K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.6KNew |
$280K - $296K
|
4.6K
$289K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.45KNew |
$271K - $286K
|
4.45K
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.41KNew |
$269K - $284K
|
4.41K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.4K+ 45.05% |
$268K - $283K
|
14.2K
$889K
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4.01KNew |
$245K - $258K
|
4.01K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.99KNew |
$243K - $257K
|
3.99K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.93KNew |
$240K - $253K
|
3.93K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.23K+ 2.59% |
$197K - $208K
|
128K
$8.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.17K+ 1.54% |
$193K - $204K
|
208K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.06K+ 0.51% |
$187K - $197K
|
601K
$37.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.94K+ 7.81% |
$179K - $189K
|
40.5K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.92K+ 3.03% |
$178K - $188K
|
99.1K
$6.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.52K+ 63.85% |
$153K - $162K
|
6.46K
$406K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 170.49% |
$89.8K - $94.7K
|
2.34K
$147K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1KNew |
$66.8K - $70.5K
|
1.1K
$68.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
967+ 5.86% |
$58.9K - $62.2K
|
17.5K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
950+ 281.07% |
$57.9K - $61.1K
|
1.29K
$80.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
924+ 5.31% |
$56.3K - $59.4K
|
18.3K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
818New |
$49.9K - $52.6K
|
818
$51.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
818+ 14.52% |
$49.9K - $52.6K
|
6.45K
$405K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
793+ 3.61% |
$48.3K - $51K
|
22.8K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
725+ 1.93% |
$44.2K - $46.6K
|
38.3K
$2.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
697+ 20.69% |
$42.5K - $44.8K
|
4.07K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
560+ 1.22% |
$34.1K - $36K
|
46.6K
$2.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
436+ 1.32% |
$26.6K - $28K
|
33.4K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
394+ 172.81% |
$24K - $25.3K
|
622
$39.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
391+ 0.3% |
$23.8K - $25.1K
|
129K
$8.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
290+ 0.54% |
$17.7K - $18.6K
|
53.6K
$3.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
250+ 2.13% |
$15.2K - $16.1K
|
12K
$752K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
216+ 2.14% |
$13.2K - $13.9K
|
10.3K
$649K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
88+ 2.38% |
$5.36K - $5.66K
|
3.79K
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
85New |
$5.18K - $5.47K
|
85
$5.34K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
75+ 107.14% |
$4.57K - $4.82K
|
145
$9.11K
|
|