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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
8,037
shares
|
$505,045
0.01% of portfolio
|
Q2 2025
Added 64.52%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
8,003
shares
|
$502,908
0.05% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
7,781
shares
|
$488,958
0.11% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
7,726
shares
|
$485,501
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
7,200
shares
|
$452,448
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,856
shares
|
$430,831
0.02% of portfolio
|
Q3 2025
Reduced 18.12%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,560
shares
|
$412,230
0.01% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
6,495
shares
|
$408,145
0.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
6,459
shares
|
$405,883
0.04% of portfolio
|
Q3 2025
Added 63.85%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
6,458
shares
|
$405,820
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,452
shares
|
$405,443
0.0% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
6,317
shares
|
$396,960
0.01% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
6,206
shares
|
$389,985
0.23% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
6,163
shares
|
$387,282
0.12% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
6,107
shares
|
$383,763
0.01% of portfolio
|
Q1 2024
Reduced 4.59%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,044
shares
|
$379,804
0.04% of portfolio
|
Q4 2023
Reduced 37.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
5,906
shares
|
$371,133
0.0% of portfolio
|
Q3 2025
Reduced 15.77%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
5,895
shares
|
$370,441
0.06% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
5,859
shares
|
$368,179
0.07% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
5,679
shares
|
$356,868
0.07% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,580
shares
|
$350,647
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
5,374
shares
|
$337,702
0.07% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
5,201
shares
|
$326,830
0.03% of portfolio
|
Q3 2025
Reduced 81.06%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
5,083
shares
|
$319,415
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,903
shares
|
$308,104
0.0% of portfolio
|
Q3 2025
Reduced 2.58%
|
|