Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-1.67K- 36.02% |
$88.5K - $97.7K
|
2.97K
$183K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.72K- 3.25% |
$91K - $100K
|
51.1K
$3.16M
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-1.81K- 1.55% |
$96K - $106K
|
115K
$7.12M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.97K- 22.15% |
$104K - $115K
|
6.91K
$427K
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
SELL
|
- |
-2.17K- 12.76% |
$115K - $127K
|
14.8K
$917K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-2.22K- 18.07% |
$118K - $130K
|
10.1K
$622K
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-2.32K- 7.03% |
$123K - $136K
|
30.7K
$1.9M
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.36K- 10.38% |
$125K - $138K
|
20.4K
$1.26M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.47K- 23.28% |
$131K - $145K
|
8.14K
$504K
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.76K- 27.41% |
$147K - $162K
|
7.32K
$453K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.08K- 6.29% |
$163K - $180K
|
45.9K
$2.84M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.09KClosed |
$164K - $181K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.27K- 2.06% |
$174K - $192K
|
156K
$9.62M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.84K- 5.31% |
$204K - $225K
|
68.5K
$4.23M
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-3.88KClosed |
$206K - $227K
|
0
$0
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-4.23K- 1.95% |
$224K - $247K
|
213K
$13.2M
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.32KClosed |
$229K - $253K
|
0
$0
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-4.43KClosed |
$235K - $259K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.47K- 8.37% |
$237K - $262K
|
49K
$3.03M
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.07K- 57.56% |
$269K - $297K
|
3.74K
$231K
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5.11KClosed |
$271K - $299K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.89K- 2.45% |
$313K - $345K
|
235K
$14.5M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.02K- 2.61% |
$319K - $353K
|
224K
$13.9M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.64K- 2.09% |
$352K - $389K
|
312K
$19.3M
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6.66K- 43.35% |
$354K - $390K
|
8.71K
$539K
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-6.7KClosed |
$355K - $392K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.06KClosed |
$374K - $413K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.47K- 35.92% |
$396K - $437K
|
13.3K
$824K
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-7.58KClosed |
$402K - $443K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7.65KClosed |
$406K - $448K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.96K- 17.61% |
$422K - $466K
|
37.2K
$2.3M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.75K- 23.64% |
$464K - $512K
|
28.2K
$1.75M
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-9.7KClosed |
$515K - $568K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10.2K- 12.61% |
$541K - $597K
|
70.7K
$4.37M
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-12.5K- 72.14% |
$661K - $730K
|
4.81K
$298K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 46.6% |
$679K - $749K
|
14.7K
$908K
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.1K- 35.95% |
$694K - $765K
|
23.3K
$1.44M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13.6K- 28.26% |
$724K - $799K
|
34.6K
$2.14M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.1K- 2.9% |
$748K - $826K
|
472K
$29.2M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.7K- 99.86% |
$778K - $859K
|
20
$1.24K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.2K- 60.62% |
$808K - $892K
|
9.9K
$612K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.7K- 28.21% |
$834K - $920K
|
40K
$2.47M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.6K- 32.49% |
$878K - $969K
|
34.4K
$2.13M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.6K- 7.55% |
$878K - $969K
|
203K
$12.5M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.1K- 2.84% |
$963K - $1.06M
|
622K
$38.5M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.3K- 4.95% |
$1.45M - $1.6M
|
524K
$32.4M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31K- 79.7% |
$1.64M - $1.81M
|
7.89K
$488K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32.5K- 7.33% |
$1.72M - $1.9M
|
411K
$25.4M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.7KClosed |
$1.89M - $2.09M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.1K- 4.97% |
$2.34M - $2.58M
|
843K
$52.1M
|