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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
27,460
shares
|
$1.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
22,078
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
21,997
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
21,391
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
21,200
shares
|
$1.32 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
21,003
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
19,262
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,406
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
17,385
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,932
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 30.34%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
16,795
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
16,553
shares
|
$1.03 Million
0.71% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
16,488
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
16,362
shares
|
$1.02 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
15,551
shares
|
$965,250
0.08% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
15,323
shares
|
$951,098
0.01% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
15,176
shares
|
$941,974
0.07% of portfolio
|
Q2 2025
Added 25.48%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
14,934
shares
|
$926,953
0.47% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,826
shares
|
$920,249
0.0% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
14,762
shares
|
$916,277
0.01% of portfolio
|
Q2 2025
Added 34.03%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
14,271
shares
|
$885,800
0.05% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
13,599
shares
|
$844,089
0.42% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
12,978
shares
|
$805,544
0.07% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
12,442
shares
|
$772,274
0.0% of portfolio
|
Q2 2025
Reduced 26.52%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
12,331
shares
|
$765,385
0.09% of portfolio
|
Q2 2025
Reduced 7.5%
|