Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q4 2020
|
Sanford Advisory Services, LLC
|
BUY
|
- |
266KNew |
$11.1M - $12.8M
|
266K
$16.4M
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
189KNew |
$7.88M - $9.11M
|
189K
$11.7M
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
72.7K+ 622.94% |
$3.03M - $3.5M
|
84.4K
$5.22M
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
71.9K+ 604.47% |
$2.99M - $3.46M
|
83.7K
$5.18M
|
|
Feb 08, 2021
Q4 2020
|
Act Advisors, Llc.
|
BUY
|
- |
53.6KNew |
$2.23M - $2.58M
|
53.6K
$3.31M
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46.4K+ 277.25% |
$1.93M - $2.23M
|
63.2K
$3.91M
|
|
Jan 25, 2021
Q4 2020
|
True Wealth Advisors, LLC
|
BUY
|
- |
42.7KNew |
$1.78M - $2.05M
|
42.7K
$2.64M
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
41.8K+ 37.99% |
$1.74M - $2.01M
|
152K
$9.4M
|
|
Feb 11, 2021
Q4 2020
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
39.8KNew |
$1.66M - $1.92M
|
39.8K
$2.46M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.6K+ 4.49% |
$1.56M - $1.81M
|
874K
$54.1M
|
|
Feb 05, 2021
Q4 2020
|
1900 Wealth Management LLC
|
BUY
|
- |
36.4KNew |
$1.51M - $1.75M
|
36.4K
$2.25M
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
31.9K+ 51.04% |
$1.33M - $1.53M
|
94.3K
$5.83M
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
28.6K+ 11.9% |
$1.19M - $1.37M
|
269K
$16.6M
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.2K+ 31.25% |
$1.13M - $1.31M
|
114K
$7.07M
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
25.1K+ 23.34% |
$1.05M - $1.21M
|
133K
$8.22M
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
24.2KNew |
$1.01M - $1.16M
|
24.2K
$1.49M
|
|
Feb 02, 2021
Q4 2020
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
23.4KNew |
$975K - $1.13M
|
23.4K
$1.45M
|
|
Jan 29, 2021
Q4 2020
|
Verde Capital Management
|
BUY
|
- |
21.3K+ 6.3% |
$888K - $1.03M
|
360K
$22.3M
|
|
Feb 12, 2021
Q4 2020
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
20.6KNew |
$858K - $992K
|
20.6K
$1.28M
|
|
Feb 10, 2021
Q4 2020
|
Bcm Advisors, LLC
|
BUY
|
- |
20.5KNew |
$854K - $987K
|
20.5K
$1.27M
|
|
Feb 12, 2021
Q4 2020
|
Natixis
Paris, I0 |
BUY
|
- |
17.4KNew |
$722K - $835K
|
17.4K
$1.07M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.1K+ 131.41% |
$671K - $776K
|
28.4K
$1.76M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
16K+ 78.26% |
$667K - $772K
|
36.5K
$2.26M
|
|
Jan 29, 2021
Q4 2020
|
Marshall Financial Group LLC
|
BUY
|
- |
14.8KNew |
$614K - $710K
|
14.8K
$912K
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2K+ 55.52% |
$589K - $681K
|
39.7K
$2.45M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Os, LLC
|
BUY
|
- |
14.1KNew |
$586K - $677K
|
14.1K
$871K
|
|
Feb 01, 2021
Q4 2020
|
Wt Wealth Management
|
BUY
|
- |
13.8K+ 88.57% |
$575K - $665K
|
29.4K
$1.82M
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.4K+ 36.24% |
$518K - $599K
|
46.8K
$2.9M
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1K+ 4.94% |
$504K - $583K
|
257K
$15.9M
|
|
Feb 16, 2021
Q4 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
11.4K+ 73.03% |
$473K - $547K
|
27K
$1.67M
|
|
Feb 08, 2021
Q4 2020
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.9KNew |
$452K - $523K
|
10.9K
$672K
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.08KNew |
$378K - $437K
|
9.08K
$562K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.94K+ 38.18% |
$372K - $430K
|
32.3K
$2M
|
|
Feb 16, 2021
Q4 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.99KNew |
$332K - $384K
|
7.99K
$494K
|
|
Jan 22, 2021
Q4 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.69KNew |
$278K - $322K
|
6.69K
$414K
|
|
Feb 10, 2021
Q4 2020
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
6.21KNew |
$258K - $299K
|
6.21K
$384K
|
|
Jan 26, 2021
Q4 2020
|
Planning Directions Inc
|
BUY
|
- |
6.16KNew |
$256K - $296K
|
6.16K
$381K
|
|
Feb 16, 2021
Q4 2020
|
Mcdonald Partners LLC
|
BUY
|
- |
6KNew |
$250K - $289K
|
6K
$371K
|
|
Jan 21, 2021
Q4 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.21K+ 68.78% |
$217K - $251K
|
12.8K
$790K
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
BUY
|
- |
5.09KNew |
$212K - $245K
|
5.09K
$315K
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
5KNew |
$208K - $241K
|
5K
$309K
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.95K+ 2.42% |
$206K - $238K
|
209K
$12.9M
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
BUY
|
- |
4.73KNew |
$197K - $227K
|
4.73K
$292K
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
4.7KNew |
$196K - $226K
|
4.7K
$291K
|
|
Feb 16, 2021
Q4 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.51KNew |
$188K - $217K
|
4.51K
$279K
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.46KNew |
$186K - $215K
|
4.46K
$276K
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.36KNew |
$181K - $210K
|
4.36K
$270K
|
|
Jan 26, 2021
Q4 2020
|
Diversified, LLC
|
BUY
|
- |
3.72KNew |
$155K - $179K
|
3.72K
$230K
|
|
Feb 24, 2021
Q4 2020
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.15K+ 27.46% |
$131K - $152K
|
14.6K
$905K
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.87KNew |
$119K - $138K
|
2.87K
$177K
|