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 202 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $440 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
568,294
shares
|
$34.8 Million
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
518,329
shares
|
$31.7 Million
0.44% of portfolio
|
Q2 2023
Added 4.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
461,950
shares
|
$28.3 Million
0.1% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
396,754
shares
|
$24.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
356,225
shares
|
$21.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
313,449
shares
|
$19.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
311,674
shares
|
$19.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
252,167
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
243,409
shares
|
$14.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
220,075
shares
|
$13.5 Million
5.46% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
208,838
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
198,244
shares
|
$12.1 Million
2.53% of portfolio
|
Q4 2022
Reduced 2.51%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
186,978
shares
|
$11.4 Million
2.72% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
137,585
shares
|
$8.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
126,057
shares
|
$7.72 Million
4.35% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
120,459
shares
|
$7.38 Million
3.63% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
113,244
shares
|
$6.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
109,419
shares
|
$6.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107,742
shares
|
$6.6 Million
0.22% of portfolio
|
Q2 2020
Reduced 3.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,491
shares
|
$5.97 Million
0.0% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
95,744
shares
|
$5.86 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
85,837
shares
|
$5.26 Million
0.0% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
83,892
shares
|
$5.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
82,286
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
71,577
shares
|
$4.38 Million
0.0% of portfolio
|
Q3 2024
Added 11.84%
|