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 219 institutions that hold shares in the stock, with a total of 7.42 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
12,106
shares
|
$748,150
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
11,813
shares
|
$730,043
0.44% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
11,755
shares
|
$726,459
0.0% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
11,550
shares
|
$713,790
0.15% of portfolio
|
Q1 2022
Added 1.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,809
shares
|
$667,996
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
10,717
shares
|
$662,310
0.31% of portfolio
|
Q3 2024
Added 41.8%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
10,693
shares
|
$660,827
0.36% of portfolio
|
Q1 2023
Reduced 13.65%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
10,307
shares
|
$636,972
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
9,763
shares
|
$603,353
0.0% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
9,731
shares
|
$601,375
0.5% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
9,618
shares
|
$594,392
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,569
shares
|
$591,364
0.0% of portfolio
|
Q4 2024
Reduced 85.19%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
9,477
shares
|
$585,678
0.06% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
8,853
shares
|
$547,115
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
8,638
shares
|
$533,828
0.01% of portfolio
|
Q4 2024
Added 799.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,616
shares
|
$532,468
0.01% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
8,468
shares
|
$523,322
0.08% of portfolio
|
Q4 2023
Added 27.3%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,332
shares
|
$514,917
0.24% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
8,281
shares
|
$511,765
0.06% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,088
shares
|
$499,838
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
7,800
shares
|
$482,040
0.0% of portfolio
|
Q4 2024
Added 27.87%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
7,724
shares
|
$477,343
0.13% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
7,656
shares
|
$473,140
0.14% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
7,043
shares
|
$435,257
0.11% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,026
shares
|
$434,206
0.03% of portfolio
|
Q4 2024
Added 0.01%
|