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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,901
shares
|
$307,978
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,802
shares
|
$301,757
0.01% of portfolio
|
Q1 2024
Reduced 12.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,595
shares
|
$288,749
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
4,492
shares
|
$282,277
0.0% of portfolio
|
Q3 2024
Added 71.32%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
4,451
shares
|
$279,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
4,450
shares
|
$279,638
0.07% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,441
shares
|
$279,072
0.05% of portfolio
|
Q2 2024
Reduced 22.1%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
4,414
shares
|
$277,375
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
4,411
shares
|
$277,187
0.16% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
4,397
shares
|
$276,307
0.08% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,382
shares
|
$275,364
0.02% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,311
shares
|
$270,903
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
4,275
shares
|
$268,641
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
4,275
shares
|
$268,641
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,200
shares
|
$263,928
0.08% of portfolio
|
Q4 2024
Reduced 19.69%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
4,192
shares
|
$263,425
0.02% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,167
shares
|
$261,854
0.0% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
4,139
shares
|
$260,094
0.04% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,134
shares
|
$259,780
0.13% of portfolio
|
Q4 2023
Reduced 26.86%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
4,075
shares
|
$256,073
0.21% of portfolio
|
Q1 2025
Reduced 34.01%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
4,066
shares
|
$255,507
0.01% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,056
shares
|
$254,879
0.0% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
4,037
shares
|
$253,685
0.11% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
4,012
shares
|
$252,114
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,993
shares
|
$250,920
0.0% of portfolio
|
Q3 2025
New holding
|
|