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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
940
shares
|
$59,069
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
935
shares
|
$58,755
0.02% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
860
shares
|
$54,042
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
818
shares
|
$51,403
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
700
shares
|
$43,988
0.01% of portfolio
|
Q3 2024
Reduced 71.6%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
622
shares
|
$39,086
0.0% of portfolio
|
Q3 2025
Added 172.81%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
618
shares
|
$38,835
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
583
shares
|
$36,635
0.02% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
531
shares
|
$33,368
0.0% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
525
shares
|
$32,991
0.0% of portfolio
|
Q4 2022
Reduced 46.15%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
519
shares
|
$32,613
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
470
shares
|
$29,534
0.0% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
463
shares
|
$29,094
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
427
shares
|
$26,832
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
424
shares
|
$26,644
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
402
shares
|
$25,261
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
393
shares
|
$24,696
0.0% of portfolio
|
Q2 2025
Reduced 63.61%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
332
shares
|
$20,862
0.01% of portfolio
|
Q3 2025
Reduced 43.63%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
304
shares
|
$19,103
0.02% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
299
shares
|
$18,789
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
256
shares
|
$16,087
0.0% of portfolio
|
Q3 2025
Reduced 19.5%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
228
shares
|
$14,327
0.0% of portfolio
|
Q3 2025
Reduced 27.85%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
178
shares
|
$11,185
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
150
shares
|
$9,426
0.0% of portfolio
|
Q3 2023
Reduced 90.26%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
145
shares
|
$9,111
0.0% of portfolio
|
Q3 2025
Added 107.14%
|
|