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 221 institutions that hold shares in the stock, with a total of 8.39 Million shares, which have been reported (via 13F filing form) to have a value of $521 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,491
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
96,201
shares
|
$5.97 Million
0.03% of portfolio
|
Q2 2025
Added 35.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
87,488
shares
|
$5.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
83,438
shares
|
$5.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
81,746
shares
|
$5.07 Million
0.0% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
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%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
64,683
shares
|
$4.01 Million
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
59,435
shares
|
$3.69 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
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%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
53,289
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
51,249
shares
|
$3.18 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
46,068
shares
|
$2.86 Million
1.08% of portfolio
|
Q2 2025
Reduced 67.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
46,004
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
43,690
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
40,328
shares
|
$2.5 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
39,346
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Added 6067.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
38,144
shares
|
$2.37 Million
0.07% of portfolio
|
Q2 2025
Added 23.94%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
37,591
shares
|
$2.33 Million
0.15% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
37,584
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
36,785
shares
|
$2.28 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
34,672
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
33,061
shares
|
$2.05 Million
0.06% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
33,000
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
32,992
shares
|
$2.05 Million
1.03% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
30,619
shares
|
$1.9 Million
0.35% of portfolio
|
Q2 2025
New holding
|