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 214 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
89,276
shares
|
$5.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
82,565
shares
|
$5.07 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
76,795
shares
|
$4.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
71,205
shares
|
$4.37 Million
0.03% of portfolio
|
Q1 2025
Added 348.85%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
68,425
shares
|
$4.2 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
64,107
shares
|
$3.94 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
61,345
shares
|
$3.77 Million
0.04% of portfolio
|
Q1 2025
Reduced 42.4%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
59,857
shares
|
$3.68 Million
0.32% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,544
shares
|
$3.6 Million
0.0% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
54,705
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
51,573
shares
|
$3.17 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
41,592
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
41,528
shares
|
$2.55 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
39,800
shares
|
$2.45 Million
0.01% of portfolio
|
Q1 2025
Added 182.27%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
37,938
shares
|
$2.33 Million
0.03% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
37,160
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
36,286
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
33,276
shares
|
$2.04 Million
0.14% of portfolio
|
Q1 2025
Added 46.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
32,696
shares
|
$2.01 Million
0.06% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
32,020
shares
|
$1.97 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
|
$1.89 Million
0.06% of portfolio
|
Q1 2025
Added 54.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
29,280
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
29,182
shares
|
$1.79 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
22,296
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
22,271
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.26%
|