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 214 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
589,897
shares
|
$36.2 Million
0.0% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
518,329
shares
|
$31.8 Million
0.44% of portfolio
|
Q2 2023
Added 4.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
453,202
shares
|
$27.8 Million
0.09% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
409,753
shares
|
$25.2 Million
0.01% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
343,519
shares
|
$21.1 Million
0.35% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
303,654
shares
|
$18.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
298,972
shares
|
$18.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
257,549
shares
|
$15.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
233,916
shares
|
$14.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
222,664
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
198,244
shares
|
$12.2 Million
2.53% of portfolio
|
Q4 2022
Reduced 2.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
176,044
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
142,848
shares
|
$8.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
142,358
shares
|
$8.75 Million
3.61% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
133,202
shares
|
$8.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
128,485
shares
|
$7.89 Million
4.19% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
122,146
shares
|
$7.5 Million
3.38% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
112,586
shares
|
$6.92 Million
4.71% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
111,729
shares
|
$6.86 Million
0.0% of portfolio
|
Q1 2025
Added 2171.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
109,534
shares
|
$6.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107,742
shares
|
$6.62 Million
0.22% of portfolio
|
Q2 2020
Reduced 3.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
104,646
shares
|
$6.43 Million
0.0% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,491
shares
|
$5.99 Million
0.0% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
91,397
shares
|
$5.62 Million
0.0% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
90,148
shares
|
$5.54 Million
0.01% of portfolio
|
Q1 2025
Added 114.19%
|