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 219 institutions that hold shares in the stock, with a total of 7.41 Million shares, which have been reported (via 13F filing form) to have a value of $460 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
|
$4.5 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
|
$4.25 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
|
$3.63 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
|
$3.63 Million
0.31% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
57,694
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
Added 58.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
55,237
shares
|
$3.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
42,148
shares
|
$2.62 Million
0.28% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
41,934
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
40,596
shares
|
$2.52 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
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Added 14.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
36,939
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 45.19%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
33,269
shares
|
$2.06 Million
0.03% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
32,194
shares
|
$2 Million
0.06% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
32,074
shares
|
$1.99 Million
1.18% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
28,864
shares
|
$1.79 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
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
22,697
shares
|
$1.41 Million
0.09% of portfolio
|
Q4 2024
Added 54.72%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
22,180
shares
|
$1.38 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
21,801
shares
|
$1.35 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
21,733
shares
|
$1.35 Million
0.15% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
21,443
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
21,173
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Added 62.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
20,890
shares
|
$1.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
20,766
shares
|
$1.29 Million
0.47% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
19,880
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
New holding
|