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 |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
11,640
shares
|
$731,457
0.13% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
11,550
shares
|
$725,802
0.15% of portfolio
|
Q1 2022
Added 1.76%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
11,325
shares
|
$711,663
0.39% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,174
shares
|
$702,174
0.01% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
11,089
shares
|
$696,832
1.5% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,902
shares
|
$685,081
0.0% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
10,838
shares
|
$681,059
0.08% of portfolio
|
Q3 2025
Reduced 12.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,809
shares
|
$679,237
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
10,693
shares
|
$671,948
0.36% of portfolio
|
Q1 2023
Reduced 13.65%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
10,620
shares
|
$667,360
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
10,418
shares
|
$654,667
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
10,326
shares
|
$648,885
0.05% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
9,618
shares
|
$604,395
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
9,412
shares
|
$591,450
0.0% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
9,402
shares
|
$590,821
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,290
shares
|
$583,783
0.0% of portfolio
|
Q3 2025
Added 110.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
9,036
shares
|
$567,822
0.0% of portfolio
|
Q3 2025
Reduced 18.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,879
shares
|
$557,956
0.01% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
8,861
shares
|
$556,825
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
8,853
shares
|
$556,322
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
8,377
shares
|
$526,410
0.11% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,367
shares
|
$525,782
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
8,350
shares
|
$524,714
0.22% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,279
shares
|
$520,252
0.0% of portfolio
|
Q3 2025
Added 149.22%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
8,194
shares
|
$514,910
0.37% of portfolio
|
Q3 2025
Reduced 0.65%
|
|