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 200 institutions that hold shares in the stock, with a total of 7.63 Million shares, which have been reported (via 13F filing form) to have a value of $453 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
562,423
shares
|
$33.4 Million
0.0% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
518,329
shares
|
$30.8 Million
0.44% of portfolio
|
Q2 2023
Added 4.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
460,954
shares
|
$27.4 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
437,684
shares
|
$26 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
386,247
shares
|
$22.9 Million
0.17% of portfolio
|
Q2 2024
Added 4.27%
|
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
359,057
shares
|
$21.3 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
329,520
shares
|
$19.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
312,055
shares
|
$18.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.78%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
258,316
shares
|
$15.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
255,175
shares
|
$15.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Dorval Corp
Maple Grove, MN |
Aug 01, 2024 Q2 2024 |
216,330
shares
|
$12.8 Million
5.37% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
202,337
shares
|
$12 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.15%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
198,244
shares
|
$11.8 Million
2.53% of portfolio
|
Q4 2022
Reduced 2.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
146,145
shares
|
$8.68 Million
0.0% of portfolio
|
Q2 2024
Added 52.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
137,928
shares
|
$8.19 Million
0.02% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
125,243
shares
|
$7.44 Million
4.31% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
119,203
shares
|
$7.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
111,149
shares
|
$6.6 Million
0.07% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Jul 25, 2024 Q2 2024 |
110,735
shares
|
$6.58 Million
3.84% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107,742
shares
|
$6.4 Million
0.22% of portfolio
|
Q2 2020
Reduced 3.82%
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
100,503
shares
|
$5.97 Million
0.07% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
93,067
shares
|
$5.53 Million
0.01% of portfolio
|
Q2 2024
Reduced 20.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
90,608
shares
|
$5.38 Million
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 09, 2024 Q2 2024 |
87,155
shares
|
$5.18 Million
2.07% of portfolio
|
Q2 2024
Added 222.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
83,258
shares
|
$4.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.44%
|