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 202 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $440 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
17,943
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
17,815
shares
|
$1.09 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
17,655
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
17,434
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,247
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,174
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
17,171
shares
|
$1.05 Million
0.52% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
16,388
shares
|
$1 Million
0.09% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
16,362
shares
|
$1 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,797
shares
|
$967,250
0.01% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,841
shares
|
$908,714
0.06% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,830
shares
|
$908,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
14,670
shares
|
$898,244
0.05% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
14,618
shares
|
$895,060
0.73% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,457
shares
|
$885,202
0.0% of portfolio
|
Q3 2024
Added 88.76%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
13,050
shares
|
$799,051
0.02% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
12,521
shares
|
$766,660
0.09% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,383
shares
|
$758,211
0.01% of portfolio
|
Q3 2024
Reduced 31.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,302
shares
|
$753,251
0.0% of portfolio
|
Q3 2024
Added 84.94%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
12,242
shares
|
$749,577
0.14% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
12,119
shares
|
$742,046
0.25% of portfolio
|
Q3 2024
Added 22.69%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
11,806
shares
|
$722,881
0.44% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
11,550
shares
|
$707,206
0.15% of portfolio
|
Q1 2022
Added 1.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,809
shares
|
$661,835
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
10,787
shares
|
$660,488
0.61% of portfolio
|
Q3 2023
Reduced 0.95%
|