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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,851
shares
|
$299,791
0.07% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,802
shares
|
$296,763
0.01% of portfolio
|
Q1 2024
Reduced 12.88%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,620
shares
|
$285,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
4,511
shares
|
$278,779
0.19% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
4,493
shares
|
$277,667
0.08% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
4,492
shares
|
$277,605
0.0% of portfolio
|
Q3 2024
Added 71.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,490
shares
|
$277,482
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
4,450
shares
|
$275,010
0.08% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,441
shares
|
$274,453
0.05% of portfolio
|
Q2 2024
Reduced 22.1%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
4,414
shares
|
$272,785
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
4,275
shares
|
$264,195
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
4,275
shares
|
$264,195
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,200
shares
|
$259,560
0.08% of portfolio
|
Q4 2024
Reduced 19.69%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,134
shares
|
$255,481
0.13% of portfolio
|
Q4 2023
Reduced 26.86%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
4,112
shares
|
$254,121
0.05% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,031
shares
|
$249,115
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,983
shares
|
$246,149
0.0% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
3,974
shares
|
$245,593
0.15% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,805
shares
|
$235,149
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,670
shares
|
$226,806
0.0% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,579
shares
|
$221,182
0.01% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,563
shares
|
$220,193
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
3,559
shares
|
$219,946
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
3,558
shares
|
$219,884
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
3,541
shares
|
$218,833
0.16% of portfolio
|
Q4 2024
Reduced 8.67%
|