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 216 institutions that hold shares in the stock, with a total of 7.35 Million shares, which have been reported (via 13F filing form) to have a value of $441 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
72,468
shares
|
$4.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
68,425
shares
|
$4.11 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,544
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
58,439
shares
|
$3.51 Million
0.31% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
57,694
shares
|
$3.46 Million
0.0% of portfolio
|
Q4 2024
Added 58.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
55,237
shares
|
$3.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
41,934
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
41,528
shares
|
$2.49 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
40,596
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
37,579
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
Added 14.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
36,939
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 45.19%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
33,276
shares
|
$2 Million
0.14% of portfolio
|
Q1 2025
Added 46.61%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
33,269
shares
|
$2 Million
0.03% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
32,194
shares
|
$1.93 Million
0.06% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
32,020
shares
|
$1.92 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
30,776
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Added 54.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
29,182
shares
|
$1.75 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
28,864
shares
|
$1.73 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
22,786
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
22,001
shares
|
$1.32 Million
0.2% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
21,443
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
21,280
shares
|
$1.28 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
21,173
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Added 62.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,890
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
20,864
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.0%
|