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 220 institutions that hold shares in the stock, with a total of 8.15 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
94,609
shares
|
$5.95 Million
1.64% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
79,441
shares
|
$4.99 Million
0.06% of portfolio
|
Q3 2025
Added 3157.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
76,026
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
75,615
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
74,455
shares
|
$4.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
72,397
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
68,425
shares
|
$4.3 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.23%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
64,751
shares
|
$4.07 Million
0.31% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,544
shares
|
$3.68 Million
0.0% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
53,579
shares
|
$3.37 Million
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
52,518
shares
|
$3.3 Million
0.07% of portfolio
|
Q3 2025
Added 42.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
46,564
shares
|
$2.93 Million
0.02% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
42,811
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
40,527
shares
|
$2.55 Million
0.15% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
39,660
shares
|
$2.49 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
38,309
shares
|
$2.41 Million
0.03% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
35,356
shares
|
$2.22 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
34,683
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
33,428
shares
|
$2.1 Million
1.04% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
31,829
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 82.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
31,791
shares
|
$2 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31,500
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
30,619
shares
|
$1.92 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
24,130
shares
|
$1.52 Million
0.42% of portfolio
|
Q3 2025
Reduced 52.92%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
22,790
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2025
Added 3.61%
|
|