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 206 institutions that hold shares in the stock, with a total of 7.27 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
19,560
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
17,943
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,247
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,174
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
16,405
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
16,362
shares
|
$1.02 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,256
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
15,898
shares
|
$991,717
0.09% of portfolio
|
Q4 2024
Reduced 53.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,797
shares
|
$985,416
0.01% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
15,012
shares
|
$936,448
0.72% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,841
shares
|
$925,781
0.06% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
14,765
shares
|
$921,040
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
14,603
shares
|
$910,935
0.05% of portfolio
|
Q4 2024
Reduced 17.29%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
14,533
shares
|
$906,568
0.47% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
14,531
shares
|
$906,443
0.44% of portfolio
|
Q4 2024
Reduced 15.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,457
shares
|
$901,827
0.0% of portfolio
|
Q3 2024
Added 88.76%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
13,331
shares
|
$831,587
0.1% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
13,331
shares
|
$831,587
0.03% of portfolio
|
Q4 2024
Reduced 45.73%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
13,050
shares
|
$814,059
0.02% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,383
shares
|
$772,451
0.01% of portfolio
|
Q3 2024
Reduced 31.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,302
shares
|
$767,398
0.0% of portfolio
|
Q3 2024
Added 84.94%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
12,242
shares
|
$763,655
0.14% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
12,119
shares
|
$755,983
0.25% of portfolio
|
Q3 2024
Added 22.69%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
11,813
shares
|
$736,894
0.44% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
11,550
shares
|
$720,489
0.15% of portfolio
|
Q1 2022
Added 1.76%
|