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 |
---|---|---|---|---|---|---|---|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.55K- 39.75% |
$231K - $267K
|
8.42K
$525K
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.62KClosed |
$234K - $271K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.12K- 3.31% |
$255K - $294K
|
179K
$11.1M
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-6.15K- 21.41% |
$256K - $296K
|
22.6K
$1.41M
|
|
Feb 10, 2021
Q4 2020
|
Courier Capital LLC
|
SELL
|
- |
-6.56KClosed |
$273K - $316K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.06K- 78.41% |
$294K - $340K
|
1.94K
$121K
|
|
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.11KClosed |
$337K - $390K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.3K- 10.33% |
$345K - $399K
|
72K
$4.49M
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-9.4K- 60.65% |
$391K - $452K
|
6.1K
$381K
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.59KClosed |
$399K - $461K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Wbi Investments, Inc.
|
SELL
|
- |
-11K- 39.54% |
$459K - $531K
|
16.9K
$1.05M
|
|
Feb 16, 2021
Q4 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-12.6KClosed |
$523K - $605K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.6K- 20.32% |
$524K - $606K
|
49.4K
$3.08M
|
|
Feb 16, 2021
Q4 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-14.3K- 51.81% |
$593K - $686K
|
13.3K
$827K
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-15.3K- 23.76% |
$636K - $735K
|
49K
$3.06M
|
|
Feb 16, 2021
Q4 2020
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-16.8K- 71.48% |
$697K - $806K
|
6.68K
$417K
|
|
Feb 16, 2021
Q4 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17.4K- 49.93% |
$723K - $836K
|
17.4K
$1.09M
|
|
Feb 10, 2021
Q4 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-22.7K- 13.94% |
$946K - $1.09M
|
140K
$8.75M
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.5K- 83.98% |
$976K - $1.13M
|
4.48K
$279K
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.2K- 6.19% |
$1.05M - $1.21M
|
383K
$23.9M
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27K- 41.96% |
$1.12M - $1.3M
|
37.3K
$2.33M
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.3K- 29.47% |
$1.14M - $1.32M
|
65.4K
$4.08M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.5K- 7.38% |
$1.14M - $1.32M
|
345K
$21.5M
|
|
Jan 26, 2021
Q4 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-28KClosed |
$1.17M - $1.35M
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Moneywise, Inc.
|
SELL
|
- |
-29.6K- 41.73% |
$1.23M - $1.42M
|
41.3K
$2.58M
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.6K- 24.01% |
$1.23M - $1.43M
|
93.8K
$5.85M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.8K- 5.7% |
$1.41M - $1.63M
|
559K
$34.9M
|
|
Feb 02, 2021
Q4 2020
|
Well Done, LLC
|
SELL
|
- |
-36.1K- 20.61% |
$1.5M - $1.74M
|
139K
$8.68M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-43.1K- 73.16% |
$1.79M - $2.07M
|
15.8K
$985K
|
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-49K- 98.09% |
$2.04M - $2.36M
|
952
$59.4K
|
|
Jan 25, 2021
Q4 2020
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-51.7KClosed |
$2.15M - $2.49M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-58.2KClosed |
$2.42M - $2.8M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-70.6KClosed |
$2.94M - $3.4M
|
0
$0
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-72.7K- 86.17% |
$3.03M - $3.5M
|
11.7K
$728K
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-74KClosed |
$3.08M - $3.56M
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-85K- 87.05% |
$3.54M - $4.09M
|
12.6K
$789K
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-90.2K- 83.23% |
$3.75M - $4.34M
|
18.2K
$1.13M
|
|
Jan 19, 2021
Q4 2020
|
Lake Street Financial LLC
|
SELL
|
- |
-93KClosed |
$3.87M - $4.48M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-100K- 28.89% |
$4.18M - $4.83M
|
247K
$15.4M
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
SELL
|
- |
-107K- 11.62% |
$4.43M - $5.13M
|
811K
$50.6M
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-109K- 25.7% |
$4.52M - $5.23M
|
314K
$19.6M
|
|
Feb 12, 2021
Q4 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-116KClosed |
$4.82M - $5.58M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-117K- 36.42% |
$4.87M - $5.63M
|
204K
$12.7M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-127K- 14.21% |
$5.29M - $6.12M
|
767K
$47.9M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-176K- 26.43% |
$7.33M - $8.48M
|
490K
$30.6M
|
|
Jan 19, 2021
Q4 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-215K- 53.15% |
$8.94M - $10.3M
|
189K
$11.8M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-243K- 90.08% |
$10.1M - $11.7M
|
26.8K
$1.67M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-253K- 32.54% |
$10.5M - $12.2M
|
524K
$32.7M
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-298K- 14.54% |
$12.4M - $14.3M
|
1.75M
$109M
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-304K- 29.69% |
$12.7M - $14.7M
|
721K
$45M
|