Institutional Ownership 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). We have compiled data on the 218 institutions that hold shares in the stock, with a total of 7.43 Million shares, which have been reported (via 13F filing form) to have a value of $440 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
576,337
shares
|
$34.1 Million
0.0% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
518,329
shares
|
$30.7 Million
0.44% of portfolio
|
Q2 2023
Added 4.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
450,099
shares
|
$26.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
393,865
shares
|
$23.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
341,837
shares
|
$20.2 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
305,666
shares
|
$18.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
298,439
shares
|
$17.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
285,293
shares
|
$16.9 Million
0.03% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
238,930
shares
|
$14.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
225,111
shares
|
$13.3 Million
5.44% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
212,561
shares
|
$12.6 Million
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
198,244
shares
|
$11.7 Million
2.53% of portfolio
|
Q4 2022
Reduced 2.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
176,750
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
143,571
shares
|
$8.49 Million
0.02% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
142,246
shares
|
$8.41 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
131,540
shares
|
$7.78 Million
3.23% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
128,485
shares
|
$7.6 Million
4.19% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
124,478
shares
|
$7.36 Million
3.86% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
110,451
shares
|
$6.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 72.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107,742
shares
|
$6.37 Million
0.22% of portfolio
|
Q2 2020
Reduced 3.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
106,504
shares
|
$6.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
100,264
shares
|
$5.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,491
shares
|
$5.77 Million
0.0% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
84,871
shares
|
$5.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
81,216
shares
|
$4.8 Million
0.0% of portfolio
|
Q4 2024
Added 13.47%
|