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 202 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $449 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
68,425
shares
|
$4.23 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
67,398
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2024
Added 61.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
64,618
shares
|
$4 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,544
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
56,834
shares
|
$3.52 Million
0.28% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
56,207
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
49,600
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44,816
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
42,148
shares
|
$2.61 Million
0.28% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
40,774
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
36,513
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 256.99%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
34,015
shares
|
$2.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
32,697
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
32,471
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
32,074
shares
|
$1.98 Million
1.18% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
31,715
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
29,520
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
27,057
shares
|
$1.67 Million
0.66% of portfolio
|
Q3 2024
Reduced 68.96%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
26,291
shares
|
$1.63 Million
0.85% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
24,040
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
22,697
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2024
Added 54.72%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
22,325
shares
|
$1.38 Million
0.8% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
21,733
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
20,997
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
19,880
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
New holding
|