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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
128
shares
|
$8,043
0.0% of portfolio
|
Q3 2025
Reduced 22.42%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
102
shares
|
$6,409
0.0% of portfolio
|
Q2 2024
Reduced 98.8%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
101
shares
|
$6,346
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$6,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
100
shares
|
$6,284
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
85
shares
|
$5,341
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
76
shares
|
$4,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
60
shares
|
$3,770
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
52
shares
|
$3,267
0.0% of portfolio
|
Q3 2025
Reduced 38.1%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
51
shares
|
$3,204
0.0% of portfolio
|
Q4 2024
Added 303.92%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
45
shares
|
$2,827
0.0% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
37
shares
|
$2,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
31
shares
|
$1,948
0.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
25
shares
|
$1,571
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
18
shares
|
$1,131
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2
shares
|
$125
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1
shares
|
$62
0.0% of portfolio
|
Q3 2025
Reduced 95.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|