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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,527
shares
|
$217,968
0.0% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,446
shares
|
$212,962
0.0% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
3,434
shares
|
$212,221
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
3,421
shares
|
$211,417
0.03% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
3,369
shares
|
$208,204
0.01% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
3,313
shares
|
$204,743
0.0% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,312
shares
|
$204,681
0.28% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,043
shares
|
$188,057
0.09% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
3,006
shares
|
$185,770
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,924
shares
|
$180,703
0.08% of portfolio
|
Q4 2024
Added 192.4%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
2,898
shares
|
$179,096
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,437
shares
|
$150,606
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,410
shares
|
$148,938
0.0% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,000
shares
|
$123,600
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,833
shares
|
$113,279
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,833
shares
|
$113,279
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,445
shares
|
$89,301
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
1,434
shares
|
$88,621
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,358
shares
|
$83,924
0.0% of portfolio
|
Q4 2024
Reduced 28.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,308
shares
|
$80,834
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,224
shares
|
$75,643
0.0% of portfolio
|
Q4 2023
Reduced 3.92%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
975
shares
|
$60,255
0.02% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
935
shares
|
$57,783
0.02% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
870
shares
|
$53,766
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
799
shares
|
$49,378
0.02% of portfolio
|
Q2 2024
Reduced 30.88%
|