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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,933
shares
|
$247,149
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,790
shares
|
$238,163
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,593
shares
|
$225,784
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,433
shares
|
$215,729
0.01% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
3,421
shares
|
$214,975
0.03% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
3,420
shares
|
$214,912
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
3,343
shares
|
$210,074
0.15% of portfolio
|
Q3 2025
Reduced 47.23%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,336
shares
|
$209,634
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,312
shares
|
$208,126
0.28% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
3,285
shares
|
$206,429
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
3,238
shares
|
$203,475
0.04% of portfolio
|
Q3 2025
Reduced 14.65%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,179
shares
|
$199,768
0.0% of portfolio
|
Q3 2025
Reduced 30.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,160
shares
|
$198,574
0.0% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
2,917
shares
|
$183,304
0.05% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,620
shares
|
$164,640
0.0% of portfolio
|
Q3 2025
Reduced 27.02%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,337
shares
|
$146,857
0.0% of portfolio
|
Q3 2025
Added 170.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$125,680
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,959
shares
|
$123,103
0.04% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,833
shares
|
$115,185
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,385
shares
|
$87,033
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,385
shares
|
$87,033
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,308
shares
|
$82,194
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,305
shares
|
$82,006
0.0% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,288
shares
|
$80,937
0.0% of portfolio
|
Q3 2025
Added 281.07%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,096
shares
|
$68,872
0.0% of portfolio
|
Q3 2025
New holding
|
|