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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
20,345
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
18,724
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2024
Added 3.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
17,951
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2024
Reduced 36.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
17,928
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
17,815
shares
|
$1.08 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
17,655
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
17,434
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
17,171
shares
|
$1.04 Million
0.52% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
16,746
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
1900 Wealth Management LLC
|
Jul 26, 2024 Q2 2024 |
16,374
shares
|
$995,702
0.09% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
16,362
shares
|
$994,973
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
15,309
shares
|
$930,940
0.06% of portfolio
|
Q2 2024
Reduced 28.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
15,246
shares
|
$927,109
0.01% of portfolio
|
Q2 2024
Reduced 27.42%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,830
shares
|
$901,812
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
14,670
shares
|
$892,082
0.05% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
14,618
shares
|
$888,920
0.73% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
12,597
shares
|
$766,023
0.05% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
12,521
shares
|
$761,402
0.09% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 13, 2024 Q2 2024 |
12,246
shares
|
$744,679
0.46% of portfolio
|
Q2 2024
Reduced 5.55%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
12,242
shares
|
$744,436
0.14% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
12,119
shares
|
$736,956
0.25% of portfolio
|
Q3 2024
Added 22.69%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
11,550
shares
|
$702,355
0.15% of portfolio
|
Q1 2022
Added 1.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,809
shares
|
$657,295
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
10,787
shares
|
$655,957
0.61% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
10,693
shares
|
$650,241
0.36% of portfolio
|
Q1 2023
Reduced 13.65%
|