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 201 institutions that hold shares in the stock, with a total of 7.82 Million shares, which have been reported (via 13F filing form) to have a value of $479 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
83,258
shares
|
$5.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
68,425
shares
|
$4.16 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.23%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
64,930
shares
|
$3.95 Million
0.02% of portfolio
|
Q2 2024
Added 176.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
63,999
shares
|
$3.89 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
59,275
shares
|
$3.6 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,544
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
57,716
shares
|
$3.51 Million
0.01% of portfolio
|
Q2 2024
Added 4.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
55,554
shares
|
$3.38 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.37%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
54,337
shares
|
$3.3 Million
0.26% of portfolio
|
Q2 2024
Added 8.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
43,938
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
41,780
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
41,739
shares
|
$2.54 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
37,309
shares
|
$2.27 Million
0.21% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
33,640
shares
|
$2.05 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
33,275
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2024
Added 49.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
32,144
shares
|
$1.95 Million
0.06% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
31,311
shares
|
$1.9 Million
1.65% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
30,761
shares
|
$1.87 Million
0.08% of portfolio
|
Q2 2024
Reduced 9.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
27,980
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2024
Added 412.74%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
26,418
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
24,564
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
22,994
shares
|
$1.4 Million
0.74% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
22,325
shares
|
$1.36 Million
0.8% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
22,102
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2024
Reduced 40.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
20,997
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2024
Reduced 29.6%
|